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Capital Giving

Capital Gifts are substantial gifts given to meet building or endowment needs that cannot be achieved through the operating budget. Capital initiatives are long-term and support current and future generations of Sacred Heart students.

For more information about Capital Giving, please contact Elena Loukas, Director of Development at (617) 244-4246 x4733.

Planned Giving

Planned gifts are gifts that allow individuals to provide for the school through a trust, annuity, insurance policy, or bequest. Certain planned gifts such as a life income trust can provide financial advantages during one’s lifetime. This is an excellent way to help secure the future of Newton and to also achieve personal financial goals.

There are as many different ways to support Newton as there are needs for your support:

Charitable Remainder Trusts – This type of trust guarantees a gift to Newton in the future. In return, you receive both an annual income from the assets you use to fund the trust and an immediate tax deduction.

Charitable Lead Trusts – With this trust structure, the school receives an annual income stream from the trust assets for a period of time, then the remainder goes to your heirs.

Gift Annuities – A charitable gift annuity enables you to transfer cash or marketable securities to the school in exchange for a current income tax deduction and our promise to make fixed annual payments to you for life. Annuity payments can begin immediately or can be deferred to some future date. There are minimum age and investment requirements for these annuities.
 
The Founders Society – In 1993 Newton Country Day School established the Founders Society to recognize those who remember the school in their estate plans. Bequests serve dual purposes. A designation of specific dollar amount or percentage of an estate allows the donor an opportunity to make a significant charitable gift and reduce the burden of an estate tax. Bequests to Newton help provide for Sacred Heart students for years to come. Bequests can also be used to establish named funds in memory or in honor of loved ones, or to support a specific program that is most meaningful to you. 
 
With planned gifts, individual circumstances and all tax and estate planning will vary, please consult your attorney or estate specialist. We will be glad to answer questions and offer suggestions confidentially based on your personal circumstances.  If you have any questions about Planned Giving at Newton or have already included Newton in your estate plans, please contact For more information about Planned Giving, please contact Elena Loukas, Director of Development at (617) 244-4246 x4733.

Endowment Giving

Endowment support at Newton is generally made with significant gifts to a permanent fund where the principal remains intact and from which only earned income is spent. The rate of spending of the earned income is determined by the Board of Trustees. Endowment gifts provide financial strength for the School ensuring its viability for the future.

A named endowed fund created for a specific purpose ensures that certain programs and initiatives will continue in perpetuity. Newton has a number of named funds as well as a general, unrestricted endowment. Individuals may establish a named fund at any time in accordance with the school’s endowment gift policies.

The Newton endowment is currently $20 million.

For more information about Endowment gift opportunities please contact Elena Loukas, Director of Development at (617) 244-4246 x4733.

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