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Planned giving is finding ways to make charitable gifts now or after your lifetime while enjoying financial benefits for yourself today. Sometimes it’s difficult to be charitable when the future is uncertain — after all, your family comes first. But there is a way to make a significant gift that takes into account tax-saving strategies and income-producing assets. These types of gifts are planned gifts. While the primary purpose of a planned gift is to help the charitable cause of your choice, its secondary purpose may be for you to enjoy the personal financial or family benefits that certain plans can provide you. Planned gifts can be made now to immediately support our needs, or they can be enacted upon your death as a final way to leave your legacy.
Dear Friends of Stratford,
JOHNNY MULLIS PHOTO
The second phase of the Excellence Never Rests capital campaign was launched during the 2013-2014 fiscal year. With a goal of $4.5 million, this campaign represents the final piece of Stratford’s master campus plan with the addition of the new Cantrell Lower School and repurposing the current Lower School facilities. Every division of the school will benefit from this campaign, as it includes additional facilities for our Upper and Middle School fine arts classes, athletic programs, Upper School academic programs and ASAP (after school/summer) programs. The public phase of this campaign began in fall 2014 with a tailgate party kick-off celebration prior to a home football game and a donor recognition event. Throughout the school year, funds were continually raised and by summer 2015 $3.5 million of the $4.5 million had been raised. Ground was broken on the new Cantrell Lower School in July 2015, and the new building should open with the 2016-2017 school year. Stratford took a leap of faith this summer by beginning construction in order to fulfill the promise to our families and teachers that the new Lower School would be ready in one year. Currently, Stratford is at a critical place in our capital campaign with the goal to finalize the last $1 million needed
Overlook Planned Giving Society
Learn about planned giving opportunities for Stratford at www.stratford.org/ plannedgiving. If you have made arrangements for Stratford to be included in your estate plans or otherwise, the school would like to include you in our planned giving society. Please contact Kathleen Medlin, Director of Institutional Advancement, at (478) 477-8073 ext. 210 or kathleen.medlin@ stratford.org for more information.
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G I V I N G
Excellence Never Rests Campaign Phase II
Be a Part of Stratford Academy’s Future
The Overlook Society is composed of an elite group of Stratford supporters who have carried out their desire to provide for the school with planned giving or an estate gift: Mr. Loyd H. Black Tammy and Charlie Cantrell Dr. Ashley C. Davis Mr. and Mrs. David F. Green Sr. Mr. Charles N. Koplin Mrs. Jennifer Koplin Mrs. Jennie Davis Lombardo
R E P O R T
With Your Support
Excellence NEVER RESTS
Stratford Magazine 2015
Supporters gather at the home of the Vernons.
between now and the end of the year. Since 1960, Stratford Academy has been recognized for a high standard of excellence, and the school’s leaders have designed a strategic plan and fundraising campaign to ensure this standard of excellence continues well into the future. Leadership has the responsibility of looking forward — to prepare Stratford students for today and plan for tomorrow. Your support of this campaign will assist the school with this mission. These long-awaited enhancements will transform our campus and the educational experience of our students, most importantly ensuring that the Stratford standard of excellence is consistent across all grade levels. Please think about your leadership role with Stratford Academy and the lasting impact your personally meaningful contribution will have on every future Eagle. There are also two exciting opportunities to recognize a Stratford student, faculty/staff member, alumnus(a), parent, grandparent or supporter through our brick and “Foundations of Excellence” campaigns. A pledge form is included in this magazine or you may pledge online at www.stratford.org/ onlinegiving. Please visit www.stratford.org/ENR2 for more information or contact Stratford Advancement Director Kathleen Medlin at Kathleen.medlin@stratford.org or (478) 477-8073. Sincerely,
Dr. Bob Veto, Head of School
2006
Spring 2013
Excellence Never Rests capital campaign launched to build new science center, new lower school and improve athletic facilities and campus security.
Planning for Excellence Never Rests Phase II begins including new lower school and repurposed current lower school to become a student activities center. Campaign goal is $4.5 million.
2005
2010
Long-range plan identifies need for new lower school, among other facilities, to complete Stratford’s campus master plan.
Excellence Never Rests capital campaign divided into Phase I and II. Lower school included in Phase II.
2011 Phase I completed. A donor cultivation event was held in September 2014.