John Rothberg ’67 Makes Estate-Plan Gift to Support Future Students
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John Rothberg's three upper school years at Friends Select School were influential. The class of 1967 alumnus shares, "The impact of my Friends Select education is significant—much more so than any other educational experience I had—and my time as a student is what has tied me to the school ever since,” he says. "I've carried the learning and values I gained at Friends Select throughout my lifetime, both in my personal life and in my career. In retrospect, the older I got, the more important they became."
John has supported the school with gifts to the Friends Select Fund since he graduated but recently was able to make a significant promise to the school by committing to a planned gift. He says, "As I began estate planning, I realized I was able to make a larger gift to the school than I ever could on a year-by-year basis."
A planned gift is an investment in Friends Select and a significant way to support its future. Through planned giving, donors can combine philanthropic goals with estate-planning objectives and simultaneously secure financial benefits. Planned gifts—including bequest intentions, charitable remainder trusts, charitable gift annuities, life insurance, and other forms of deferred giving—can be beneficial by granting charitable deductions, generating income, converting low-yielding assets into a higher income stream, and decreasing capital-gain and estate taxes.
Highlighting the importance of a planned giving program, John states, "There are two main methods for the school to garner financial support: either those with the ability during their lifetime to make a leadership gift—which is not financially feasible for many—or donors who make a larger gift as part of their estate plan. The planned giving program truly protects the legacy of Friends Select School and allows donors to do something for the school that they can't do in their lifetime yet will have a meaningful impact after they are no longer here."
The Price Wetzel Legacy Society, Friends Select School's planned giving society, acknowledges members of the Friends Select community who include the school in their estate plans or who have created a planned gift for the benefit of Friends Select. Its title recognizes Julia H. Wetzel ’27 and Peter O. Price ’58, both of whom chose to support Friends Select School with generous gifts through their estates. The education they received from Friends Select and their enduring connection to the school served as their motivation to give back, and their gifts are symbols of their confidence in and commitment to the future of Friends Select.
If you are interested in learning more about planned giving and becoming a member of the Price Wetzel Legacy Society, contact Christine Jefferson, director of development and alumni/ae relations, at 215-561-5900, ext. 3141, or at chrisj@friends-select.org.
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