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Planned Giving

Leave a Lasting Legacy

Though planned giving can seem mysterious and daunting, it is quite simple!

If you have possessions, you have an estate, which allows for estate planning to preserve your legacy and help secure the future of Country Day. Planned giving is a a donor's intent to contribute a major gift to an organization, beyond their lifetime. These intended gifts are planned for the future and are not liminted to a donor's current wealth. Unlike the value of donations, planned giving allows for contributions donors would not typically make.

One of the most powerful philanthropic tools available to our supporters
is planned giving.

While making a lasting legacy, planned givers also receive benefits such as:

  • Tax savings
  • Increased income
  • Providing for their heirs
  • Allowability to donate assets yet defer the time the school receives them

Vehicles for Planned Giving

We strongly recommend you consult your attorney or tax advisor as you research the most appropriate way to remember Country Day in your will or estate plans.

Planned Giving Toolkit

We've put together an Estate Planning Toolkit to guide you through the process of designating or restricting your planned gift. If you already named Country Day in your will or trust, please let us know so we can ensure healthy planning and recognition in accordance with your wishes. If you prefer to remain anonymous, we will keep your plans and name in strict confidence.

In 1982, Country Day established The Oak Society to recognize and honor 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. 

Currently, we have almost 90 families or individual members of The Oak Society.

Planned Giving Profile


If you would like more information about planned giving at Country Day or if you've already included us in your estate plans, please contact:

Spencer Clair '09
Director of Leadership Giving
(704) 943-4540 | E-mail

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.”