The Balch Society honors a group of forward-thinking individuals who support Holderness School by combining charitable giving goals with estate and financial planning goals.
When you make a planned gift, you creatively support the school, yourself, and your loved ones, while inspiring generosity in others. Joining the Balch Society involves no dues or solicitations, but members will be included in Balch Society communications and invited to participate in special events.
The most important benefits? Giving Holderness School strength and providing educational opportunities for generations of students. Design a plan today that works for you and your family.
For more information, contact Peter Barnum at 603.779.5221 or firstname.lastname@example.org.
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.