Please let the School know when you have made a gift of stock. When securities are transferred electronically, it is sometimes difficult to identify the source of the gift unless the donor alerts the Advancement Office. You may also ask your broker to notify Patti Baum at RBC Dain Rauscher.
A bequest to The Key School can be made by creating a new will or adding a codicil to your present will. You may specify a percentage of your total estate, a specific dollar amount, or personal property that you would like to give.
The simplest way to include The Key School in your will is to add the following:
I give ( ________ dollars) (a specific asset) or ( ________ percent) of the rest, residue, and remainder of my estate to The Key School, 534 Hillsmere Drive, Annapolis, Maryland, to be used at the discretion of its governing board.