Planned Giving
Leaving your Legacy to Dutchess Day School
If you are like most people who donate to Dutchess Day School, it is because you believe in our mission and vision and want to see it continue to grow and prosper. What if you could make a permanent difference in strengthening that mission and vision? You can!
If you already have a will, you can add a gift to DDS through a codicil (amendment). Or any asset for which you can designate a beneficiary can be bequeathed whole or in part, such as an IRA and a paid-up life insurance policy. Other assets that you can bequeath include cash, securities, real estate, CDs, U.S. Savings Bonds and personal property.
A gift can be specific—a particular item such as artwork or an amount of cash; residual—for all or a portion of the estate after specific bequests have been distributed; or contingent—which takes effect only in specific circumstances that you define, e.g., if all heirs predecease you.
Leaving unrestricted dollars enables DDS to use your gift where the need is the greatest. Leaving restricted gifts is appreciated as well. If you wish to designate your gift to a specific program or use, please discuss your plans with us in advance to ensure that your wishes can be carried out.
If you wish to make a legacy gift, we would be pleased to work with you and your advisor to determine the gift that best suits your situation and interests. Contact Hillary Henderson, director of development, at (845) 677-5014 or by email henderson@dutchessday.org. In the Fall/Winter 2010 Courtyard we will introduce DDS’s new legacy group, The Tower Society. Know that, through the generosity of your planned giving, students at Dutchess Day School will benefit for generations to come.
This article is intended to provide general gift planning information. Our organization is not qualified to provide specific legal, tax or investment advice, and this publication should not be looked to or relied upon as a source for such advice. Consult with your own legal and financial advisors before making any gift.