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:

Fred and Beth Barnet

Candy A. Berman

Mara and Justin Berman

Ann and Jay Davis

Jan Epstein

Andrew and Jana Frank

 Lisa and Steve Freedman

Billie Greenberg

Lisa and Jim Haynor

Jeff and Cindy Hopkins

Lee N. Katz

Carole and Sid Kirschner

Mark Kopkin

 Steven and Arlene Marcus & Family

Dulcy and Jerry Rosenberg

Joseph and Carol Rubin

Marlene J. Schwartz

Amy Shafron

Stan and Debbie Sonenshine

Lisa and Evan Toporek

Bonnie Vavra

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