All boys. All boarding. Grades 9-12.
Planned Giving

Grantor Lead Trust

Grantor Lead Trust Diagram. Description of image is listed below.

How It Works

  1. Create trust agreement stating terms of the trust (usually for a term of years), transfer cash or other property to trustee, and receive an income-tax deduction
  2. Trustee invests and manages trust assets and makes annual payments to Woodberry
  3. Remainder transferred back to you

Benefits

  • Annual gift to Woodberry
  • Property returned to donor at end of trust term
  • Professional management of assets during term of trust
  • Charitable income-tax deduction, but you are taxed on trust's annual income

 

Contact Us

Dodie Chavez '85
Director of Planned and Capital Gifts
(540) 672-6036
dodie_chavez@woodberry.org

Woodberry Forest School
402 Woodberry Station
Woodberry Forest, VA 22989

Federal Tax ID Number: 54-0519590

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Woodberry Forest admits students of any race, color, sexual orientation, disability, religious belief, and national or ethnic origin to all of the rights, privileges, programs, and activities generally accorded or made available to students at the school. It does not discriminate on the basis of race, color, sexual orientation, disability, religious belief, or national or ethnic origin in the administration of its educational policies, admissions policies, scholarship and loan programs, and athletic or other school-administered programs. The school is authorized under federal law to enroll nonimmigrant students.