LEGACY OF EXCELLENCE SOCIETY
Legacy of Excellence Society
PLANNED GIVING FOR OUR NEXT 78 YEARS
The Legacy of Excellence Society honors those supporters who have designated a portion of their assets in their will or through their estate planning to benefit St. Michael’s Country Day School. Gifts from bequests and trusts ensure the future of our remarkable school, support our mission, and help establish a lasting legacy of excellence at SMS for today’s students and for generations to come.
Individuals who include our school in their estate plans become members of our planned giving Legacy of Excellence Society. All names are recognized in our Annual Report and by a special luncheon with our Head of School and Board Chair. The Legacy of Excellence Society is open to anyone to join and gifts of all sizes are accepted. Your bequest can be a specific dollar amount or a certain percentage of the balance remaining in your estate or trust after paying all debts, costs and other prior legacies.
Whichever form you prefer, you can direct that your bequest be unrestricted for the general support of our mission or for a specific purpose you designate (be sure to check with us to make sure your gift can be used as intended). Your assets remain in your control during your lifetime. You can modify your gift to address changing circumstances. Whatever your objectives, we will be happy to work with you in planning a bequest that will be satisfying, economical and effective in carrying out your wishes. Please contact John Zurn so that he can assist you through every step of the process or if you have already included St. Michael’s in your estate planning. We would like to add your name to our roster of distinguished legacy supporters.