The Country School
Capital Campaign

Make a GiftThe Heritage Society

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.

Including The Country School in an estate plan is tax deductible and a sensible way for donors to take care of themselves and then take care of our school. We are grateful to those who have made these gifts to The Country School.

List of 4 items.

  • Bequests

    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.

  • Life Insurance

    Naming The Country School as the owner on a fully or partially paid whole life insurance policy gives the school immediate ownership of the policy's cash value.

  • Other Gift Types

    In addition to those simple ways to give, a donor may want to explore other deferred giving options (such as charitable trusts) with legal and financial advisors.

  • Retirement Plans

    A simple beneficiary change form can name The Country School as the beneficiary of a retirement plan account.
341 Opening Hill Road, Madison, CT 06443
P. 203-421-3113  |  Health Office F. 860-469-2550