The Country School Board of Trustees officially created the Heritage Society to honor our founders and other donors who have included The Country School in their future planning.
Who can make a planned gift to The Country School?
The simple answer is: anyone. In many cases, planned gifts represent a valuable and tax-wise opportunity for a supporter to make the largest gift of their lifetime to an educational institution. Planned gifts are transformative and a wonderful way to mark your family's legacy.
In addition to possible tax advantages and retirement income, a properly-chosen planned gift vehicle will allow you to impart a much larger gift than you imagined possible to the school that has factored so greatly into your life. We hope you will honor The Country School’s legacy by envisioning The Country School of the future and leaving a legacy of your own.
Making a bequest to The Country School can be easily accomplished by including a few sentences as a provision in your Will or Revocable Living Trust. Bequests are flexible and can be adjusted. Perhaps for this reason, 75% of planned gifts come in this form, so don’t be discouraged by its simplicity! You may elect to benefit The Country School as the recipient of a set amount of cash, stocks and securities, or a percentage of your overall estate. Your legal and financial advisors will know how best to structure a Will to meet your financial needs, but The Country School can provide sample testamentary language to share with your attorney.