What would you like to preserve for future generations? How about helping to maintain the Priory's Benedictine tradition of education.

Philanthropy offers valuable estate planning advantages and allows you to create a lasting legacy that will continue for many generations. Including the Priory in your estate plans allows you to strengthen the future of the school today and ensure that our Benedictine tradition will continue well into the future. The Priory accepts a variety of planned gifts left by generous individuals.  If you choose, you can direct your gift to aid a specific area that has the most meaning for you.

"The Priory we know today was built on the hopes and dreams of our Founders, seven Benedictine monks fleeing their native Hungary and arriving in Portola Valley in 1956.  Their dreams were firmly planted in a 1,500 year old tradition of Benedictine Catholic education coming out of the Rule of Saint Benedict.  In its sixty year history, the Founders hopes of creating a Benedictine presence in California has taken many turns and has adapted itself to the needs and culture of the community it serves.  As we look back at our history, we give thanks to the individuals and families that have stood by the Priory.  Without their support, the success the Priory enjoys today would not have happened.  As a result, the Priory now stands on the threshold of a vibrant future.  Join us in sharing that future by considering involvement in Priory's Planned Giving program."

The Priory Monastic Community


If you have already remembered the Priory in your estate plans or would like more information on how to make a planned gift, please contact Al Zappelli in our Planned Giving Office at (650) 851-6101 or by submitting the online form below.

Plan Your Gift to Priory

List of 4 items.

  • Bequests through Wills or Trusts (Learn More)

    We are grateful to those who remember the Woodside Priory School through their estate plans.  By naming the Priory in your will or living trust you strengthen and ensure the Priory’s future.  Four types of bequests are available for you to consider.  A  Percentage Bequest is most flexible as it allows your gift to appreciate in your will or living trust no matter what asset is used.  A Specific Bequest of an asset such as the proceeds from a retirement plan, gift of stock or real property results in no income taxes paid on the plan by your estate.  Residual Bequests are often made after remembering relatives and friends, and may be in combination with a percentage bequest.  A Contingent Bequest is a bequest made on the condition of a certain event that might or might not happen.  Bequests are generally revocable by the donor and can be made to fund a specific purpose of Woodside Priory School.

    Noted below is suggested language you may use in your estate planning.
    Percentage:  “I hereby give to the Benedictine Fathers of the Priory, Inc., an educational institution doing business as Woodside Priory School in Portola Valley, California, ____ percentage of my estate.  This gift shall be fully expendable at the discretion of the Head of School of Woodside Priory School. “
    Specific:    “I hereby give to the Benedictine Fathers of the Priory, Inc., an educational institution doing business as Woodside Priory School in Portola Valley California,
    (Choose one of the options below)
    1)     The sum of  $_____________ dollars.
     
    2)    _________ shares of stock in  ____________________________________ Company.
     
    3)    My real property commonly known as:
     
    This gift shall be fully expendable at the discretion of the Head of School of Woodside Priory School.”
     
    Residual:    “I hereby give to the Benedictine Fathers of the Priory, Inc., an educational institution in Portola Valley, California doing business as Woodside Priory School, the residual of my estate, including all real personal property.  This gift shall be fully expendable at the discretion of the Head of School of Woodside Priory School.”
     
    Contingent:    “In the event of the death of any of the beneficiaries, I give, devise and bequeath to the Benedictine Fathers of the Priory, Inc., an educational institution in Portola Valley, California doing business as Woodside Priory School, (percentage, specific, or residual language as above).  This gift shall be fully expendable at the discretion of the Head of School of Woodside Priory School.”
     
  • Beneficiary of Life Insurance Plan (Learn More)

    There are a variety of ways to use your life insurance for a substantial gift to the Priory.  For most, the simplest is to designate the Priory as a beneficiary of your Life Insurance Policy taken out on your life and that you continue to own and make the premium payments as required.  This can be accomplished by completing the Designation of Beneficiary form which you can obtain from your Life Insurance Plan manager.  The beneficiary named would be "Benedictine Fathers of the Priory, Inc. DBA Woodside Priory School."

    By making the Priory the beneficiary of your Life Insurance Plan, you will be invited to become a member of the Saint Benedict Society.
  • Retirement Plan Donation (Learn More)

    Naming the Priory as a beneficiary of your retirement funds, such as an IRA, 401k or 403b, is a simple and effective way to benefit the Priory while avoiding significant, often unanticipated tax penalties. Most retirement accounts are usually funded with tax-deferred income and grow tax-free. However, your retirement plan is tax-deferred only until you remove the funds out of your retirement account. Donating retirement accounts can reduce or eliminate these taxes completely and make a significant impact on the Priory.

    If you wish to designate all or part of your retirement account to the Priory, you will need to complete the Designation of Beneficiary form, which you can obtain from your retirement account manager. The assets can then pass directly from your retirement account to  the Priory and both the donor and the donor's estate will avoid all estate and income taxes on this transfer.

    By making the Priory the Beneficiary of your retirement plan, you will be invited to become a member of the Saint Benedict Society.
  • Life Income Gifts (Learn More)

    If you have highly appreciated assets, such as real estate or securities, then life income gifts may be an excellent choice for you. A charitable trust allows taxpayers to reduce estate taxes, avoid capital gains taxes, claim a current income tax deduction, and benefit a charity instead of the IRS. Life Income Gifts generate annual income for you or your loved one now, and support the Priory after your lifetime.

    A charitable trust is an irrevocable trust that creates an income stream for you or your beneficiaries for a term of years, while simultaneously allowing you to receive significant tax savings both now and in the future. To create a charitable trust, a donor transfers property into a nonrevocable trust in the name of the the Benedictine Fathers of the Priory, Inc. DBA Woodside Priory School, and in return, the trust pays an income to the donor and/or another beneficiary for life or for a predetermined number of years. On the death of the income beneficiary or when the term of years expires, the balance of the trust assets are then released to the Priory.

    By making the Priory the beneficiary of your charitable trust, you will be invited to become a member of our St. Benedict's Society.

YES, I am interested in learning more about leaving a legacy with the Priory through Planned Giving. Please have someone contact me about:
The Priory respects your privacy. Information noted on this form is confidential and will not be disseminated in a manner that will compromise the integrity of your privacy.

Office of Planned Giving

List of 1 members.

The Saint Benedict Society honors a special group of alumni, alumni parents, current parents and friends who have made or intend to include a planned gift through their estate plans.  The Society celebrates this special form of philanthropy and looks forward to welcoming new members.  Participation in the Saint Benedict Society may also inspire and encourage others to look to the Priory's future and how they, too, may have an enduring impact.  In making your planned gift to the Priory, you will be included in the Saint Benedict Society.

Priory Futures is a program in concert with the 60th Anniversary of Woodside Priory School that seeks a goal to add sixty new members to the Saint Benedict Society by the conclusion of the 60th Anniversary in June of 2018.  Join in this effort to ensure Priory's future by contacting our Planned Giving office with your questions about this exciting program.

What Priory Alumni are saying:

"My estate gift will be allocated to endowed financial aid.  By itself, my gift might only cover tuition for one student for one year: but if every grateful alumnus or alumna were to make a similar endowed estate gift, the Priory would have a fully-endowed financial aid program that avails students from working class backgrounds to a Benedictine education and leadership opportunities, while simultaneously furnishing direct budget relief to the school.  My family won't even miss it.  The power of collective giving can transform an educational institution, and that is part of transforming the world.  Let's do this!"

Phil Golden, '76



"A Priory education was instrumental in preparing me for college.  Thus my wife and I wanted to provide a way for future students to experience what I received during my high school years.  As we began to think about our own estate plans, we felt strongly that planned giving provided us a unique way to accomplish our giving goals.  As a way of giving back to the Priory, we decided to include a bequest to the Priory in our wills."


Philip Chu, '96

"Attending the Woodside Priory School was a great experience for me.  As an alumnus, I have proudly donated each year to the Priory’s Annual Fund as a way to say thank you for the education and experiences that I received during those formative years.  Although my gifts over the years have been consistent, they have not been very large, primarily because I have worked in education for most of my professional career.  Fortunately, I am able to leave a larger gift to the Priory in my family living trust that will provide scholarship support in perpetuity for future Priory students with unmet financial need.  To me, this is something that all of us can do – give regularly to the Priory’s Annual Fund and give more significantly to the school in our estate plans."

Jim ’82 and Lisa Dugoni


Woodside Priory School