Planned Giving

 

Planned gifts have an enduring effect on Presentation. By including us in your estate and financial planning, you are ensuring that our students will continue to benefit from your thoughtfulness and generosity for years to come.  

Presentation recognizes donors who have chosen to make a difference for our school and its students for generations to come through a planned gift with membership in the Nano Nagle Legacy Society. If you have included Presentation in your estate plans with a documented bequest intention, retained life estate, or charitable trust, we would be grateful and honored to include you in this community of supporters. Membership is based not on the size of your gift, but on your willingness to share the details of your plan with us. We will keep your information in confidence, and your membership could inspire others to follow your good example and consider their own gift planning. 

To notify us of your intention and join the Nano Nagle Legacy Society, please contact us directly advancement@presentationhs.org.

Contact

Development & Engagement
advancement@presentationhs.org
(408) 264-1664 


Stock Transfer

Account name: Presentation High School
DTC#: 0015
Account: #101-162520-571
Contact: Sean Pipkin, Portfolio Manager
Phone: (415) 693-6848
Email: sean.pipkin@morganstanley.com