One of the most powerful and philanthropic tools available to our supporters is planned giving. The benefits of planned giving include tax savings, increased income, and providing for heirs, but it also benefits Country Day at the same time.
Making a planned gift is a special way to support the school because it allows you to donate assets, yet defer the time we actually receive them.
Planned Giving Options
- Bequest Intention in Your Will
- Life Insurance
- IRA or Other Qualified Plan
- Charitable Remainder Trust (CRT) or Charitable Gift Annuity (CGA)
- Charitable Lead Trust
- Real Estate and Personal Property
Bequest Intention in Your Will
IRA or Other Qualified Plan
Charitable Remainder Trust (CRT) or Charitable Gift Annuity (CGA)
Charitable Lead Trust
Real Estate and Personal Property
RICHARD WORRELL Class of 1991Country Day has been such an important part of my life. Including the school in my estate plans through a gift of life insurance was a logical and prudent way for me to give back to a place that has impacted my family and me in so many positive ways.”
In 1982, Country Day established The Oak Society to recognize those who include the school in their wills or estate plans. Their gift is an important way to help ensure the future strength of our school and enable them to have an impact on Country Day beyond their lifetimes. We appreciate their foresight and extraordinary generosity.
If you would like more information about planned giving at Country Day, please contact:
Director of Advancement
(704) 943-4545 | E-mail