Summer 2018 2017
focusforward
1879 Society
Creating your legacy for the future of Lakefield College School inscribed on back
Tax Effective Giving There are only three possible beneficiaries of an estate Family and Friends First! After your loved ones are taken care of, what to do next?
Charity (Gifts)
2
A legacy from donated assets, no tax loss.
3
Hilary Windrem ’07
“Great students who really want to be at LCS should be at LCS. The whole Lakefield community is enriched by engaged, motivated students—no matter where their tuition comes from.” Hilary Windrem ’07
Continued from page 1
Your will
1
If it’s meaningful to you, it’s meaningful to the school
Government (Taxes) Eats up investments and savings.
You can only choose if you plan ahead in your will.
LAKEFIELD COLLEGE SCHOOL
Young as she is, Hilary has also made a gift to Lakefield in her will. I ask what inspired this idea.
because I’m hopeful that in 60 or 70 years it will be significant, and I’ll be able to leave a substantial gift.”
“My dad. He didn’t attend Lakefield himself, but he saw the difference it made in my life. He became very supportive of the school, and a few years ago he made a bequest. He said to me, ‘We all save for things that are important to us. Lakefield is really important to you— why not make a gift in your will?’”
What did you have to do after talking to Theresa?
Was it a daunting process? “Not at all. I called Theresa Butler-Porter and said I wanted to make a bequest—how do I do it? She explained the different forms it could take: a specific amount; a percentage of my estate or; an insurance policy, and that I could change the amount or percentage any time. She also said I could designate where my gift would go. It’s good to speak to someone on the LCS Foundation team to figure out what you’d most like to support. Then they document it, so it will definitely go where you want. I chose to leave a percentage of my life insurance policy
“I met with my financial advisor and he drew up the papers. That’s it. What’s so great is that it doesn’t have to cost you a cent during your lifetime.” Do you think it’s necessary to give annually and in your will? “Both types of giving are essential. One third of LCS students receive bursaries, and without them, many couldn’t attend. Great students who really want to be at LCS should be at LCS. The whole Lakefield community is enriched by engaged, motivated students—no matter where their tuition comes from.” What would you say to people who love The Grove? “Give what you can, even if it’s only $20 a year. And make a bequest in your will. If it’s meaningful to you, it’s meaningful to the school. That’s what they need to remember.” By Stephanie Edwards, Alumni Parent
If it’s meaningful to you, it’s meaningful to the school
“W
hen I applied to Lakefield in 2001, Sarah McMahon asked me how much I wanted to attend on a scale from one to ten. I blurted, ‘Eleven!’”
For Hilary Windrem ’07, that passion for Lakefield has never waned. From her first day in Grade 7 to the moment she jumped into Katchawanooka after completing her Grade 12 exams, Hilary whole-heartedly embraced the Lakefield experience. “I stage-managed plays, joined the rowing team, went on an exchange, did a Round Square service project, built quinzees in OE—you name it. But most rewarding for me was the opportunity to make life-long friends from all over the world.” How would Hilary describe the Lakefield difference? She laughs. “That’s hard! There are so many dimensions to Lakefield. But I think the way they encourage individuality is key. At a time in life when young people are struggling to figure out who they are, Lakefield provides a supportive environment to help them work through it.
Hilary with dad, Terry Windrem
“Whether you’re a student, a teacher or staff member, the school encourages you to be your whole self. That creates trust, and a vital community. To me, that’s the Lakefield difference.” As you might imagine, Hilary vigorously supports The Grove. Four years ago she became a Decade Rep for the Hepburn Alumni Challenge. She and her friends Alison Corner ’07 and Katrina Van Laren ’07 also launched a campaign to raise $20,000 for a Legacy Gift in honour of their late friend Courtney Druce ’07. And every year, Hilary donates to the school. Continued on back
Lakefield College School Foundation
Reprinted from Carleton University
Please contact Theresa Butler-Porter T | 705.652.3324 ext. 329 E | tbutlerporter@lcs.on.ca 4391 County Road 29, Lakefield, Ontario, Canada, K0L 2H0 www.lcs.on.ca/LegacyGiving The information and opinions contained in this newsletter are obtained from various sources believed to be reliable, but their accuracy cannot be guaranteed. Lakefield College School and its employees and agents assume no responsibility for errors or omissions or for damages arising from the use of the published information and opinions. Readers are cautioned to consult their own professional advisors to determine the applicability of information and opinions in this newsletter in any particular circumstances. This newsletter is under copyright; its reproduction in whole or in part without the written permission of the copyright owner is forbidden.
IF IT’S MEANINGFUL
| AN EXTRAORDINARY YEAR
| SINCERELY AND WITH LOVE
Voices of Gratitude
extraordinary year it’s been School that help to make it unique: we have a breathtaking campus on the shores of Lake Katchewanooka; incredible faculty and staff who are passionate and committed to inspiring our students; and a unique culture that embraces the belief that every student in our care can achieve his/her full potential in mind, body and spirit. I also noticed that the kindness and generosity of our LCS community is second to none—I’m sure you already know this! Every day, I am amazed by
Every day, I feel like I have been pushed to grow
that anything is possible. Truly, what more could
what a profound impact your generosity has on
a student possibly hope for from their education.
will, you lose control of the possessions you worked a
Madi, Grade 12
lifetime to acquire. If LCS has made a difference in your
“
“
Lakefield is a place that has taught me what
Lakefield is simply an amazing place. The past experience and I can’t thank you enough for giving
it means to lead a life of love, curiosity and happiness. This would not have been possible without you. I thank you from the very bottom of
called ‘Focus Forward’ as it highlights the foresight
me this opportunity. Lakefield has been a life
my heart for supporting me. Your profound impact
of those in our community who choose to give
changing experience, and I’ll always remember my
on my life has shaped the human that I strive to be.
emphasis to investing in the future and creating
years here. Thank you.
Thank you.
possibility for generations of LCS students to come.
Stuart, Grade 12
Alice, Grade 12
support financial assistance so that The Grove remains financially accessible to more than 100 young people each year (over one third of our students). It’s so heartwarming to read our students’ letters
2. Use life insurance
A donation of life insurance allows you to make a significant gift down the road by making modest
thank you. Thank you for believing in our school
you’ll be eligible to receive tax benefits. Alternatively, by
and helping to shape it for our students today and
donating an existing policy to LCS, you may receive
in the future.
tax benefits for the cash surrender value and any accumulated dividends or interest.
What is the 1879 Society?
Blessed and Grateful
The 1879 Society was established to honour and recognize alumni, parents and friends who have chosen to enhance opportunities for future generations of Grove students by including Lakefield College School in their estate planning.
We are truly blessed to have generous alumni and friends remember LCS in their estate plans and we see their legacies in action each and every day.
To learn more, visit lcs.on.ca/LegacyGiving
In a spring Chapel Talk, Tom Ryder ’53 said that
will impact the experience of future students.
premiums paid will be recognized as a charitable gift and
country, and he challenged us to keep it that way.
forever.
residual estate to The Grove—your generosity and vision
alumni and friends. And for that I would like to say,
Lakefield is the least pretentious school in the
difference and how it has shaped their lives…
dollar amount, a percentage of your assets or your
naming Lakefield as the owner and beneficiary, the
The 1879 Society recognizes the generosity and special foresight of those who have made a gift to provide for the school’s future. These provisions include gifts in a will, life insurance policy, charitable remainder trust, charitable gift annuity, or the proceeds of an RRSP/RRIF.
of thanks or to hear them share their Lakefield
a gift to the school in your will. By designating a specific
different place without the generosity of our
3. Talk to an expert
receive to ensure that The Grove continues to be
realize just how many of our donors choose to
life, or in the life of someone you love, consider making
contributions now. By purchasing a new policy and
Anne-Marie Kee, Head of School and Foundation
deserving students. It is so encouraging when I
Only half of those who pass away have one. Without a
Without question, this school would be a very
one of the extraordinary contributions that we able to provide much needed bursary support for
1. Prepare a will
students in letters to our donors, demonstrate
“
to realize a lot of things about Lakefield College
why it is the most amazing place for education. as a person and have been inspired to believe
our young people.
It seems fitting that a publication like this should be
truly blessed I am to attend this school and of
things to do to create a legacy at Lakefield College School
These expressions of gratitude shared by
three years at this school have been an amazing
Throughout the year, my first here, I’ve come
Lakefield College School, I am reminded of how
“
What an
3
“
Top
depth of my gratitude to you. Every day at
“
Sincerely and with Love
Words still seem so inadequate to express the
F O C U S F O R WA R D
Recently, LCS received two very special estate gifts— generous gifts that will impact The Grove experience for both current and future students. As the granddaughter of Dr. Alick Mackenzie (Headmaster 1894-1938) , alumni parent, sister and aunt, Janet Mackenzie (Ryder) Watson was, until her death in 2016, immersed in the culture of LCS. Her gift, the largest endowed estate gift ever received from a woman, is earmarked to fund annual initiatives in the
Make sure that your estate planning advisor, lawyer or financial planning professional understands that you areas of community service, indigenous education, and/or women’s empowerment.
would like to ensure that charitable giving is included as
John Ballachey ’59 was an active LCS alumni and muchloved retired Brockville high school history teacher. Following his passing in 2017, LCS was informed that John had provided a gift in his will, honouring his past experiences at The Grove, and his never-ending belief in its future.
ensure that through careful planning you’ll be able to
If you would like to discuss how your legacy could impact the future of LCS, please contact Theresa Butler-Porter CFRE at 705.652.3324 ext. 329 or tbutlerporter@lcs.on.ca.
CREATING YOUR LEGACY FOR THE FUTURE OF LAKEFIELD COLLEGE SCHOOL
part of your estate plan. Working with you, they will achieve the legacy that you had imagined
Summer 2018 2017
focusforward
1879 Society
Creating your legacy for the future of Lakefield College School inscribed on back
Tax Effective Giving There are only three possible beneficiaries of an estate Family and Friends First! After your loved ones are taken care of, what to do next?
Charity (Gifts)
2
A legacy from donated assets, no tax loss.
3
Hilary Windrem ’07
“Great students who really want to be at LCS should be at LCS. The whole Lakefield community is enriched by engaged, motivated students—no matter where their tuition comes from.” Hilary Windrem ’07
Continued from page 1
Your will
1
If it’s meaningful to you, it’s meaningful to the school
Government (Taxes) Eats up investments and savings.
You can only choose if you plan ahead in your will.
LAKEFIELD COLLEGE SCHOOL
Young as she is, Hilary has also made a gift to Lakefield in her will. I ask what inspired this idea.
because I’m hopeful that in 60 or 70 years it will be significant, and I’ll be able to leave a substantial gift.”
“My dad. He didn’t attend Lakefield himself, but he saw the difference it made in my life. He became very supportive of the school, and a few years ago he made a bequest. He said to me, ‘We all save for things that are important to us. Lakefield is really important to you— why not make a gift in your will?’”
What did you have to do after talking to Theresa?
Was it a daunting process? “Not at all. I called Theresa Butler-Porter and said I wanted to make a bequest—how do I do it? She explained the different forms it could take: a specific amount; a percentage of my estate or; an insurance policy, and that I could change the amount or percentage any time. She also said I could designate where my gift would go. It’s good to speak to someone on the LCS Foundation team to figure out what you’d most like to support. Then they document it, so it will definitely go where you want. I chose to leave a percentage of my life insurance policy
“I met with my financial advisor and he drew up the papers. That’s it. What’s so great is that it doesn’t have to cost you a cent during your lifetime.” Do you think it’s necessary to give annually and in your will? “Both types of giving are essential. One third of LCS students receive bursaries, and without them, many couldn’t attend. Great students who really want to be at LCS should be at LCS. The whole Lakefield community is enriched by engaged, motivated students—no matter where their tuition comes from.” What would you say to people who love The Grove? “Give what you can, even if it’s only $20 a year. And make a bequest in your will. If it’s meaningful to you, it’s meaningful to the school. That’s what they need to remember.” By Stephanie Edwards, Alumni Parent
If it’s meaningful to you, it’s meaningful to the school
“W
hen I applied to Lakefield in 2001, Sarah MacMahon asked me how much I wanted to attend on a scale from one to ten. I blurted, ‘Eleven!’”
For Hilary Windrem ’07, that passion for Lakefield has never waned. From her first day in Grade 7 to the moment she jumped into Katchawanooka after completing her Grade 12 exams, Hilary whole-heartedly embraced the Lakefield experience. “I stage-managed plays, joined the rowing team, went on an exchange, did a Round Square service project, built quinzees in OE—you name it. But most rewarding for me was the opportunity to make life-long friends from all over the world.” How would Hilary describe the Lakefield difference? She laughs. “That’s hard! There are so many dimensions to Lakefield. But I think the way they encourage individuality is key. At a time in life when young people are struggling to figure out who they are, Lakefield provides a supportive environment to help them work through it.
Hilary with dad, Terry Windrem
“Whether you’re a student, a teacher or staff member, the school encourages you to be your whole self. That creates trust, and a vital community. To me, that’s the Lakefield difference.” As you might imagine, Hilary vigorously supports The Grove. Four years ago she became a Decade Rep for the Hepburn Alumni Challenge. She and her friends Alison Corner ’07 and Katrina Van Laren ’07 also launched a campaign to raise $20,000 for a Legacy Gift in honour of their late friend Courtney Druce ’07. And every year, Hilary donates to the school. Continued on back
Lakefield College School Foundation
Please contact Theresa Butler-Porter T | 705.652.3324 ext. 329 E | tbutlerporter@lcs.on.ca 4391 County Road 29, Lakefield, Ontario, Canada, K0L 2H0 www.lcs.on.ca/LegacyGiving
Reprinted from Carleton University
1879 Society
The information and opinions contained in this newsletter are obtained from various sources believed to be reliable, but their accuracy cannot be guaranteed. Lakefield College School and its employees and agents assume no responsibility for errors or omissions or for damages arising from the use of the published information and opinions. Readers are cautioned to consult their own professional advisors to determine the applicability of information and opinions in this newsletter in any particular circumstances. This newsletter is under copyright; its reproduction in whole or in part without the written permission of the copyright owner is forbidden.
IF IT’S MEANINGFUL
| AN EXTRAORDINARY YEAR
| SINCERELY AND WITH LOVE