Creating Your Legacy Through Planned Giving

Planned giving is the process of making provisions for a future charitable gift, most commonly in your will or estate plan. For most people, a planned gift is the most impactful gift they will make in their lifetime. Planned gifts to The Davis Academy primarily support the school’s endowment, securing its future for the children and grandchildren of today’s students – and all future generations.

There are several options for making a planned gift:

• Include a simple bequest in your will
• make a designation from your life insurance policy, IRA, or retirement plan
• Give an outright gift using appreciated assets or cash
• Create a charitable trust
• Direct a grant from your donor advised fund or foundation

The Legacy Society is currently in formation and will recognize the generosity of donors who have included The Davis Academy in their estate plans. Your membership in the Legacy Society is confirmed when you sign a Letter of Intent that notifies The Davis Academy of your plans. Sharing the specific details of your planned gift is optional. Individuals who have made a legacy commitment by September 30, 2019 will be included as founding members.

We thank the following founding members of the Legacy Society for their forethought, leadership, and devotion to The Davis Academy.

Legacy Society

Candy A. Berman
Jan Epstein
Billie Greenberg
Cindy and Jeff Hopkins
Lee Katz
Mark Kopkin
Carol and Joe Rubin
Marlene J. Schwartz
Amy Shafron
Lisa and Evan Toporek

For more information about planned giving, please contact Elisa Prager, Director of Institutional Advancement at eprager@davisacademy.org.