Giving Planned
Leave a Gift of Legacy to Country Day!
Planned giving is the process of making arrangements for a future charitable gift, most commonly in a will or estate plan. Many planned gifts provide tax-favorable benefits for the donor and the beneficiary.
There are a number of gift-planning vehicles that exist to meet your charitable and estate planning needs. When considering a planned gift, always consult with your financial, tax, and/or legal advisors.
You may wish to consider one of the following options:
Bequests
One of the simplest and easiest ways to remember Country Day in your will is through a bequest. You may leave a specific dollar amount, a percentage of your estate, or a residual portion of your estate. For sample bequest language to share with your attorney, please contact Lori Gordillo in the Development Office.
Retirement Plan Assets
Some of the most advantageous gifts from a tax standpoint are gifts of retirement plan assets. You may consider naming the Foundation as a beneficiary of your IRA, 401(k), or other retirement account.
Life Insurance
A donor can name Country Day as the primary beneficiary of a life insurance policy. A donor can also name Country Day as a successor beneficiary to receive the proceeds in the event the primary beneficiaries are no longer living. tax charitable deduction.
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Planned Giving Stories and Their Impact
Planned Giving
Instrumental Concert
Betsy Ewing Endowed Fund for the Arts
Alumna Betsy Ewing ‘54 died in 2011, but each year, she still helps support the growth and development of Country Day art students. The Betsy Ewing Endowed Fund for the Arts supports programmatic, equipment and other needs of the Art Department.
Country Day Daisies
Avis Moore Planned Giving
Throughout her lifetime, alumna Avis Moore ‘43 was a generous philanthropist and supporter of Country Day. Through her estate plans, she will help support a bright future for Country Day.