Planned Gifts

The Harvey School PLANNED GIFTS

These gifts include bequests, charitable trusts, life insurance, real estate, or other tangible property. Depending on the donor’s circumstances, a planned gift may not only greatly benefit The Harvey School but also might provide significant tax advantages for the donor and the donor’s family.

Herbert Carter Legacy Society

Members of this ever-growing group have indicated that they have made provisions for Harvey in their estate plans.

We are grateful to acknowledge all who have made provisions in their will for The Harvey School. Through these generous bequests, Harvey is assured long-term fiscal health.

Laurance Baschkin ’77 Pieter A. Catlow ’73 Hitomi and Daniel, Emeritus

K. Chapman ’73 John G. Davis ’50 Peter S. Duncan ’65 Ronald W. Duncan Rowena and Barry

Fenstermacher,

Headmaster Emeritus John French III ’47 Raymond R. Herrmann, Jr. † Paul Hollos ’52 Gene S. Lasdon Jeanette and Jeffrey,

Emeritus Lasdon Patrick O. Peterkin ’78 Linda and Gerald Pollack Dawn Stuttig Robert West ’60 Christopher Wise ’62

Bequests can take many forms, including a specific dollar amount or a portion of what remains of an estate after obligations to others are fulfilled. Donors may receive generous tax reductions for themselves and their heirs by naming The Harvey School as a beneficiary of an estate or trust.

Unrestricted bequests are particularly welcome since they provide flexibility to the school’s trustees to use the gift in whatever way is needed the most. We recognize that some donors, however, have specific interests that they want to encourage and support.

Gifts for specific purposes should be described as broadly as possible. For example, a donor may want to leave a gift restricted for scholarships, faculty support, or a particular program. The donor’s attorney or estate planner as well as a Harvey School representative should be consulted to accommodate individual circumstances.

Charitable Trusts

» Charitable remainder trusts place assets in trust for the benefit of the school, while a fixed percentage of the trust or annuity is paid out to the donor, a family member, or other beneficiary.

The donor may choose to have income paid for the life of a beneficiary or for a certain number of years. At the end of the term, these assets are transferred to The Harvey School.

» Charitable lead trusts are established by transferring cash or other assets to a trustee, who invests the principal and pays income to Harvey for a period designated by the donor. When the term of the trust expires, the principal is transferred to a donor’s family or other beneficiary at what may be a significant gift and estate tax savings.

For more information please contact

Susie Danziger, Director of Development sdanziger@harveyschool.org or (914) 232-3161 ext. 111