2010-11 Donor Report - The Country School

2010-2011The Luminary SocietyThe Luminary Society recognizes the generosity of alumni, parents, and othermembers of The Country School family who establish a planned givingarrangement with The Country School. Membership in the Luminary Societydemonstrates a commitment to elementary and middle school education andperpetuates your relationship with The Country School.Planned gifts include bequests, life income gifts, andGIFT ANNUITIESother deferred giving arrangements. A bequest of anyUnder a gift annuity agreement, you make a gift to Thesize qualifies a donor for membership in the LuminaryCountry School in return for the School’s promise toSociety. Donors are advised to consult their financialmake an annual payment to you of a specified dollaradvisors who are experienced in the area of estateamount for as long as you live. The amount of theplanning.annual payment depends upon your age and is basedon a fixed percentage of the initial fair market value ofUnrestricted planned gifts are usually designated to your gift. A portion of your gift is tax-deductible.the School’s endowment. Donors wishing to restrictthe purpose of their gift or establish a named fundCHARITABLE REMAINDER TRUSTshould discuss their intentions with representativesA charitable remainder trust may be designed tofrom the School to ensure that their wishes can be met.provide you with income throughout your lifetimeas well as support to The Country School upon yourRemembering The Country School in this special way death. The trust may be established with a gift of cashestablishes a tradition of philanthropy so important or appreciated stock.to The Country School. For further information, pleaseCHARITABLE LEAD TRUSTScontact Liz Connors at 410-822-1935 ext. 190.With a charitable lead trust you essentially “lend” aINVEST IN THE COUNTRY SCHOOLcharity your assets for a set period of time. At theCharitable giving can be an important part of your end of the gift period, the property you placed in theestate planning. Bequests, gift annuities, and charitable trust either returns to you, or is passed on to namedtrusts are vehicles through which you can provide individuals.valuable financial support to The Country School. Theyalso can provide significant financial benefits for youCharitable giving is important to the growth of theand your loved ones. We encourage you to seek adviceSchool’s endowment. Income from the endowmentfrom a tax professional about including The Countryfund helps The Country School remain a leader inSchool in your estate planning.elementary and middle school education by providinga stimulating environment for learning, scholarshipThere are several ways you can support an institution funds, augmenting faculty salaries, and supportingsuch as The Country School. The following are among programs and curriculum needs.the most popular choices for making a charitable gift:Our staff welcomes the opportunity to meet with youBEQUESTSand your advisors to discuss how you can include TheYou may make a gift to The Country School by Country School in your estate plan.designating the school as a beneficiary in your will.A bequest can be made for a specific amount or asDiscussions are confidential and are held withouta percentage of the total estate. Bequests can beobligation.unrestricted or used to establish named gift funds (e.g.scholarship fund) or memorial funds. Bequests of anysize will help to secure the strength of the School forfuture generations.MeMberS ofthe luMinarySoCietyAkridge Family FoundationClayton C. Carter (in Memoriam)Joan W. CoxVera M. Fatjo (in Memoriam)W. Thomas FountainElizabeth P. FreedlanderEdward B. Freeman (in Memoriam)Mr. and Mrs. William T. Hunter, Jr.Phyllis Schuyler JeffraNeil MufsonMargaret Penick Nuttle(in Memoriam)Mrs. Adrienne Wheeler Rudge ‘55Nancy A. ThompsonDavid N. and Helen P. WeiseBetty Jean and Charles WheelerMr. and Mrs. Richard K. White, Jr.Questions and inquiriesshould be addressed to:Advancement OfficeLiz Smith ConnorsThe Country School716 Goldsborough StreetEaston, MD 21601410-822-1935 ext. 190econnors@countryschool.orgDONOR REPORT 2010-201117