Giving for the Future

4
FROM THE DIRECTOR GIVING FOR THE FUTURE A Kent School Planned Giving Newsletter Dear Friend of Kent, On April 27-29, 2012, Kent School welcomed Alumnae for a special three-day event in honor of 50 years of co-education at Kent School. Members of Kent’s Alumnae, faculty, staff, and Board of Trustees came together to design a program for this wonderful weekend. “Women at Kent – Building Our Legacy” was a weekend full of opportunities to interact with the Kent of today, while also reflecting upon its past. rough engaging conversations and a series of events for Alumnae – including a Spring concert, a performance of past and present Kentettes, and a mentoring brunch – our Alumnae engaged with each other and with our current students. For more details on the weekend celebration, visit www.kent-school.edu/info_alumni/WomenAtKent. Our April celebration brought Alumnae together from various parts of the world and from various walks of life. Women in attendance represented an array of fields – working as government officials, lawyers, doctors, architects, movie producers, and more. And while the number of women employed in these fields was impressive, it was astounding to recognize the number who also play large roles as members of local boards or other volunteer organizations. Alumnae are therefore expanding the sphere of influence they have beyond their home and work to also include the larger society. It seems appropriate that we use this third issue of our newsletter to honor those women who have so generously chosen to give back to Kent School and its students and faculty by making a planned gift. If you are inspired by the ways some of our Alumnae have chosen to give to Kent School, please visit us at www.kent-school/plannedgiving or simply give me a call at 860-927-6023 or toll free 877-770-5368 to learn more. Sincerely, Laura K. Herr, Esq. Director of Planned Giving W O M E N A T K E N T B u i l d i n g L e g a c y

description

Giving for the Future, Kent School 2012

Transcript of Giving for the Future

Page 1: Giving for the Future

From the Director

GiFts that pay you income

P.O. Box 2006 • Kent, Connecticut 06757

Address Service Requested

giving fOR the futuReA Kent School Planned Giving Newsletter

Dear Friend of Kent,

On April 27-29, 2012, Kent School welcomed Alumnae for a special three-day event in honor of 50 years of co-education at Kent School. Members of Kent’s Alumnae, faculty, staff, and Board of Trustees came together to design a program for this wonderful weekend. “Women at Kent – Building Our Legacy” was a weekend full of opportunities to interact with the Kent of today, while also reflecting upon its past. Through engaging conversations and a series of events for Alumnae – including a Spring concert, a

performance of past and present Kentettes, and a mentoring brunch – our Alumnae engaged with each other and with our current students. For more details on the weekend celebration, visit www.kent-school.edu/info_alumni/WomenAtKent.

Our April celebration brought Alumnae together from various parts of the world and from various walks of life. Women in attendance represented an array of fields – working as government officials, lawyers, doctors, architects, movie producers, and more. And while the number of women employed in these fields was impressive, it was astounding to recognize the number who also play large roles as members of local boards or other volunteer organizations. Alumnae are therefore expanding the sphere of influence they have beyond their home and work to also include the larger society.

It seems appropriate that we use this third issue of our newsletter to honor those women who have so generously chosen to give back to Kent School and its students and faculty by making a planned gift.

If you are inspired by the ways some of our Alumnae have chosen to give to Kent School, please visit us at www.kent-school/plannedgiving or simply give me a call at 860-927-6023 or toll free 877-770-5368 to learn more.

Sincerely,

Laura K. Herr, Esq.Director of Planned Giving

For more information on Planned Giving or any of the programs at Kent School, please contact the Alumni & Development Office:

Laura K. Herr, Esq. Director of Planned Giving860-927-6023 [email protected]

Marc CloutierDirector of Development860-927-6020 [email protected]

Toll Free: 1-877-770-5368Online: www.kent-school.edu/plannedgiving

WOMEN AT KENTBuilding ��� Legacy

Some of the best ways to support Kent are available through life-income gifts. These “Gifts That Pay You Income” help you make a substantial gift to Kent while increasing your income. These plans still produce generous gifts to Kent. You receive income for life or a set period of time, and can feel good about knowing

that your philanthropic goals are still being met.

A variety of life-income gifts are available to fit your needs, but the most popular is the charitable gift annuity. With the charitable gift annuity, you transfer cash or securities to Kent School and in return Kent pays you and/or one other beneficiary, fixed income for life! Your gift to Kent, the remaining balance, passes to Kent when the contract ends.

If you would like to explore any of Kent School’s Planned Giving options on your own, or determine financial calculations based on a “what if ” scenario, please visit our website at:

www.kent-school.edu/plannedgiving

Below is a sampling of various annuity rates based upon age. Call the Alumni & Development office to receive a personalized annuity calculation.

Single • Age Annuity Rate

65 4.7%

75 5.8%

85 7.8%

Couple • Ages Annuity Rate

65, 65 4.2%

75, 75 5.0%

85, 85 6.7%

Page 2: Giving for the Future

When asked why I decided on leaving a legacy gift to Kent, my first response was, “Why wouldn’t I?” How could I not include Kent in my estate plans? After all, Kent has played a huge part in my life.

So much of my Kent connection was serendipity. I had no intention of going away to school, but my mother’s best friend from childhood was married to Kent Smith who taught math at Kent for many years; they lived at the foot of Fuller Mountain Road at the entrance to Macedonia Park. So, a few years after the girls school opened, when we went to Kent to visit Kent and Libby Smith, they insisted that I take a tour and have an interview. I applied just for the fun of it and they accepted me – so I decided to go. It was my Kent biology teacher, Françoise Kelz, who got me excited about the subject and was responsible for my heading off to college determined to major in Biology.

The many fond memories and good friends from my three years as a

student on the Hill lured me back for reunions. I don’t think I’ve missed more than one. At my 14th reunion (they did cluster reunions for a while back then), Coe DeVillafranca (whom I’d had as a chemistry teacher along with Cy Theobald) introduced me to Peter Goodwin, one of the physics teachers, who happened to have graduated from Kingswood the same year I’d graduated from Kent. We were the same age and Coe knew we both were avid hikers. The rest, as they say, is history.

We were married two years later. Shortly before we got married, Bob Riedeman, the Chair of the Science Dept., talked me into applying for a job teaching chemistry. I’d taken plenty of chemistry in college and had worked in a lab for many years, but I was terrified as it had been so long since I’d thought about it. Somehow I muddled through that first year (with help from Coe DV) and managed to re-learn chemistry and spent the next 23 years teaching it.

We were fortunate to have both our sons attend Kent for four years as well. So, I was a Kent student, a Kent faculty member, and a Kent parent. I’ve seen it from so many sides and have such good memories. I owe Kent School thanks for getting me interested in science, for introducing me to my husband, for providing me a job, and for educating my sons. The least I can do is to give back what I can.

Donor spotliGhtSusan Roome Goodwin ’69

When her husband, Richard A. Springs ’36, passed away Katie decided to honor her husband by continuing a stream of giving to Kent School that would support the institution he loved.

Katie’s giving transformed the hockey rink into the current Springs Center, and provided for yearly maintenance. As Katie’s own relationship with Kent School grew, she found other initiatives to support that provided her with personal satisfaction: the creation of Springs House among the new faculty homes on Skiff Mountain Road; and funding for Hoerle Hall’s promenade.

And what a legacy indeed; forever the Springs name will be a part of our campus and the lives of our students.

in honor oF Katie sprinGsDedicated Supporter of Kent School

How it works:

• Include a bequest to Kent in your will or trust

• Make your bequest unrestricted or direct it to a specific purpose

• Indicate a percentage, or specific amount of the balance remaining in your estate

Benefits:

• Your assets remain in your control during your lifetime so you can modify them to address changing circumstances

• You can direct our gift to a particular purpose

Gifts from a Retirement Plan • Gifts of Stock and Appreciated Assets • Gifts of Life Insurance •Gifts of Real Estate or Personal Property

Springs Center

historical FactsDid You Know...

…Kent School was among the first secondary boarding schools to extend the boarding school experience to women by opening the Girls’ school in 1960.

…The Girls’ school opened with 100 women in the 3rd and 4th form. The first female graduate was in 1962 and the first girls’ graduating class was in 1963.

…There were originally six activities for girls to choose from: field hockey, in the fall, basketball or modern dance in the winter; lacrosse or tennis in the spring; or riding. In 2012, there are now 11 varsity teams, three co-ed and 10 other afternoon activities.

…In the 1960s, girls were not allowed to have food or drink in their rooms. Music (by way of records) was allowed on Wednesdays and Saturdays if the student was in good academic standing. All girls received an allowance of 80 cents per week.

…1969 marked the first time girls climbed up with the boys to paint their graduation year on Numeral Rock. However, the girls kept their old Rock Day Celebration with cut out numbers hoisted above the gymnasium throughout the 1970s.

leavinG a leGacyGifts That Anyone Can Afford

Other Popular Gifts Anyone Can Afford

Gifts From Your Will or Trust

I decided to give to the Kent School Community in two ways: As a beneficiary of my regular estate through my will, and as a beneficiary on a Variable Annuity. A Variable Annuity is both a tax deferred long term insurance

and investment vehicle designed to provide growth opportunity, future retirement security, as

well as a death benefit.

Why did I decide to designate Kent School as a beneficiary?

The Kent School Community continually stands out in my mind and heart as one of the most positive influences in my life. I think of Kent not so much as an educational institution, but as a community based on democratic principles; a community of men, women and young adults, committed to the School’s past, present and most importantly, its future. I believe that to the extent possible, it is my obligation to make the most of this valuable experience available to those who follow us on this journey called LIFE!

DesiGnatinG Kent as a BeneFiciaryPersis Luke ’75

Did you know there are ways to support Kent School that don’t affect your current lifestyle or your family’s

security?

You can support Kent with gifts that don’t impact the way you live. You can designate

Kent School to receive estate assets in the future, or you can make immediate gifts of assets that are “out of sight and out of mind.”

We call these gifts “Gifts Anyone Can Afford” because anyone can make them

now without impacting cash flow, lifestyle, or family security.

Page 3: Giving for the Future

When asked why I decided on leaving a legacy gift to Kent, my first response was, “Why wouldn’t I?” How could I not include Kent in my estate plans? After all, Kent has played a huge part in my life.

So much of my Kent connection was serendipity. I had no intention of going away to school, but my mother’s best friend from childhood was married to Kent Smith who taught math at Kent for many years; they lived at the foot of Fuller Mountain Road at the entrance to Macedonia Park. So, a few years after the girls school opened, when we went to Kent to visit Kent and Libby Smith, they insisted that I take a tour and have an interview. I applied just for the fun of it and they accepted me – so I decided to go. It was my Kent biology teacher, Françoise Kelz, who got me excited about the subject and was responsible for my heading off to college determined to major in Biology.

The many fond memories and good friends from my three years as a

student on the Hill lured me back for reunions. I don’t think I’ve missed more than one. At my 14th reunion (they did cluster reunions for a while back then), Coe DeVillafranca (whom I’d had as a chemistry teacher along with Cy Theobald) introduced me to Peter Goodwin, one of the physics teachers, who happened to have graduated from Kingswood the same year I’d graduated from Kent. We were the same age and Coe knew we both were avid hikers. The rest, as they say, is history.

We were married two years later. Shortly before we got married, Bob Riedeman, the Chair of the Science Dept., talked me into applying for a job teaching chemistry. I’d taken plenty of chemistry in college and had worked in a lab for many years, but I was terrified as it had been so long since I’d thought about it. Somehow I muddled through that first year (with help from Coe DV) and managed to re-learn chemistry and spent the next 23 years teaching it.

We were fortunate to have both our sons attend Kent for four years as well. So, I was a Kent student, a Kent faculty member, and a Kent parent. I’ve seen it from so many sides and have such good memories. I owe Kent School thanks for getting me interested in science, for introducing me to my husband, for providing me a job, and for educating my sons. The least I can do is to give back what I can.

Donor spotliGhtSusan Roome Goodwin ’69

When her husband, Richard A. Springs ’36, passed away Katie decided to honor her husband by continuing a stream of giving to Kent School that would support the institution he loved.

Katie’s giving transformed the hockey rink into the current Springs Center, and provided for yearly maintenance. As Katie’s own relationship with Kent School grew, she found other initiatives to support that provided her with personal satisfaction: the creation of Springs House among the new faculty homes on Skiff Mountain Road; and funding for Hoerle Hall’s promenade.

And what a legacy indeed; forever the Springs name will be a part of our campus and the lives of our students.

in honor oF Katie sprinGsDedicated Supporter of Kent School

How it works:

• Include a bequest to Kent in your will or trust

• Make your bequest unrestricted or direct it to a specific purpose

• Indicate a percentage, or specific amount of the balance remaining in your estate

Benefits:

• Your assets remain in your control during your lifetime so you can modify them to address changing circumstances

• You can direct our gift to a particular purpose

Gifts from a Retirement Plan • Gifts of Stock and Appreciated Assets • Gifts of Life Insurance •Gifts of Real Estate or Personal Property

Springs Center

historical FactsDid You Know...

…Kent School was among the first secondary boarding schools to extend the boarding school experience to women by opening the Girls’ school in 1960.

…The Girls’ school opened with 100 women in the 3rd and 4th form. The first female graduate was in 1962 and the first girls’ graduating class was in 1963.

…There were originally six activities for girls to choose from: field hockey, in the fall, basketball or modern dance in the winter; lacrosse or tennis in the spring; or riding. In 2012, there are now 11 varsity teams, three co-ed and 10 other afternoon activities.

…In the 1960s, girls were not allowed to have food or drink in their rooms. Music (by way of records) was allowed on Wednesdays and Saturdays if the student was in good academic standing. All girls received an allowance of 80 cents per week.

…1969 marked the first time girls climbed up with the boys to paint their graduation year on Numeral Rock. However, the girls kept their old Rock Day Celebration with cut out numbers hoisted above the gymnasium throughout the 1970s.

leavinG a leGacyGifts That Anyone Can Afford

Other Popular Gifts Anyone Can Afford

Gifts From Your Will or Trust

I decided to give to the Kent School Community in two ways: As a beneficiary of my regular estate through my will, and as a beneficiary on a Variable Annuity. A Variable Annuity is both a tax deferred long term insurance

and investment vehicle designed to provide growth opportunity, future retirement security, as

well as a death benefit.

Why did I decide to designate Kent School as a beneficiary?

The Kent School Community continually stands out in my mind and heart as one of the most positive influences in my life. I think of Kent not so much as an educational institution, but as a community based on democratic principles; a community of men, women and young adults, committed to the School’s past, present and most importantly, its future. I believe that to the extent possible, it is my obligation to make the most of this valuable experience available to those who follow us on this journey called LIFE!

DesiGnatinG Kent as a BeneFiciaryPersis Luke ’75

Did you know there are ways to support Kent School that don’t affect your current lifestyle or your family’s

security?

You can support Kent with gifts that don’t impact the way you live. You can designate

Kent School to receive estate assets in the future, or you can make immediate gifts of assets that are “out of sight and out of mind.”

We call these gifts “Gifts Anyone Can Afford” because anyone can make them

now without impacting cash flow, lifestyle, or family security.

Page 4: Giving for the Future

From the Director

GiFts that pay you income

P.O. Box 2006 • Kent, Connecticut 06757

Address Service Requested

giving fOR the futuReA Kent School Planned Giving Newsletter

Dear Friend of Kent,

On April 27-29, 2012, Kent School welcomed Alumnae for a special three-day event in honor of 50 years of co-education at Kent School. Members of Kent’s Alumnae, faculty, staff, and Board of Trustees came together to design a program for this wonderful weekend. “Women at Kent – Building Our Legacy” was a weekend full of opportunities to interact with the Kent of today, while also reflecting upon its past. Through engaging conversations and a series of events for Alumnae – including a Spring concert, a

performance of past and present Kentettes, and a mentoring brunch – our Alumnae engaged with each other and with our current students. For more details on the weekend celebration, visit www.kent-school.edu/info_alumni/WomenAtKent.

Our April celebration brought Alumnae together from various parts of the world and from various walks of life. Women in attendance represented an array of fields – working as government officials, lawyers, doctors, architects, movie producers, and more. And while the number of women employed in these fields was impressive, it was astounding to recognize the number who also play large roles as members of local boards or other volunteer organizations. Alumnae are therefore expanding the sphere of influence they have beyond their home and work to also include the larger society.

It seems appropriate that we use this third issue of our newsletter to honor those women who have so generously chosen to give back to Kent School and its students and faculty by making a planned gift.

If you are inspired by the ways some of our Alumnae have chosen to give to Kent School, please visit us at www.kent-school/plannedgiving or simply give me a call at 860-927-6023 or toll free 877-770-5368 to learn more.

Sincerely,

Laura K. Herr, Esq.Director of Planned Giving

For more information on Planned Giving or any of the programs at Kent School, please contact the Alumni & Development Office:

Laura K. Herr, Esq. Director of Planned Giving860-927-6023 [email protected]

Marc CloutierDirector of Development860-927-6020 [email protected]

Toll Free: 1-877-770-5368Online: www.kent-school.edu/plannedgiving

WOMEN AT KENTBuilding ��� Legacy

Some of the best ways to support Kent are available through life-income gifts. These “Gifts That Pay You Income” help you make a substantial gift to Kent while increasing your income. These plans still produce generous gifts to Kent. You receive income for life or a set period of time, and can feel good about knowing

that your philanthropic goals are still being met.

A variety of life-income gifts are available to fit your needs, but the most popular is the charitable gift annuity. With the charitable gift annuity, you transfer cash or securities to Kent School and in return Kent pays you and/or one other beneficiary, fixed income for life! Your gift to Kent, the remaining balance, passes to Kent when the contract ends.

If you would like to explore any of Kent School’s Planned Giving options on your own, or determine financial calculations based on a “what if ” scenario, please visit our website at:

www.kent-school.edu/plannedgiving

Below is a sampling of various annuity rates based upon age. Call the Alumni & Development office to receive a personalized annuity calculation.

Single • Age Annuity Rate

65 4.7%

75 5.8%

85 7.8%

Couple • Ages Annuity Rate

65, 65 4.2%

75, 75 5.0%

85, 85 6.7%