These longtime parents and supporters of the school were one of the founding families to join our Oak Society. Forty-one years after including us in their estate plans, the Miller's planned gift was received, and we owe a huge debt of gratitude for their sustaining and forward-thinking investment in our school community. Read more about their 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
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.
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.”