Giving 2011
Giving FAQ

What is the difference between giving to Dream Big, Annual Fund and Legacy Society?

Dream Big, and other capital campaigns, are conducted to provide significant funds for buildings and expansion. It is important to note that giving to a capital campaign in no way affects funds allocated for curriculum, necessary building maintenance, or any other funds that normally would go to enhancing your student’s education experience. Capital campaigns allow us to take our campus to the next level.

The Annual Fund is an organized effort to secure gifts on a yearly basis to support, at least in part, programs, facilities and the School’s endowment. Funds are typically raised through mail or direct solicitation efforts and are typically unrestricted income. No matter the size, gifts to the Annual Fund have a lasting impact. A gift of $100 may provide library books to the Lower School; $500, new microscopes for the science labs or $1,000 toward growing our Endowment.  

The Legacy Society is a multi-year pledge organization intended to provide the School a greater sense of predictability and stability in development income. While Annual Fund gifts may fluctuate from year to year based on an individual’s circumstance, Legacy Society pledges serve the School for a consistent term.

What is Planned Giving?

Planned giving is finding ways to make charitable gifts now or after your lifetime that often allow you to enjoy financial benefits from that gift.

The most common planned gift is a bequest in your will or living trust. Other planned gifts include charitable remainder trusts, a charitable lead trust, an endowment fund, retirement plan assets, life insurance policies and a remainder interest in your home or other property.

A common misconception is that planned giving is only for the “wealthy.” The truth is, even people of modest means can make a difference through planned giving now and after their lifetime.

What are Matching Gifts?

Many companies and foundations will double or even triple the impact of charitable gifts made by current employees, former employees and employees’ spouses.

If you are affiliated with a company or foundation that matches gifts, please initiate a matching gift claim by following your organization’s procedures. Matching funds must be requested by the donor. If a form is required, please send a completed and signed form along with your gift. If you already made your gift, you can still apply for a claim.

To learn whether your employer has a matching gift program, either inquire with your human resource department or you may search our database by clicking here