When you include UCDS as a beneficiary of your estate plan through a bequest, charitable trust, retirement plan or insurance policy, you become part of a community of forward-looking philanthropists.
A planned gift is any charitable gift, current or deferred, which is carefully designed--usually with professional advice--to optimize a donor's financial, tax, and estate plans while helping to secure the long-term financial security of one or more recipient institutions. Estate provisions are a wonderful way to remember Upland, often making possible gifts that otherwise could not have been made during the lifetime of the donors. Anyone who includes Upland in their estate plans is eligible for membership in Upland's Legacy Society.
Examples of planned gifts include naming Upland as a beneficiary in one's will, naming the School to receive proceeds from a life insurance policy or retirement account, or establishing a charitable life income gift arrangement to benefit Upland.
For those who elect to remember Upland by will, it is not the size of a charitable bequest that matters most. Individuals cannot predict their families’ future needs or the financial resources that will be available down the road. What matters is each person’s thoughtful intention to leave a legacy for future generations.
For those who elect to participate in a life income arrangement, benefits include income for life for the donor or a secondary beneficiary, a generous income-tax deduction in the year of the gift, and most important, such a gift ensures the growth of the School’s financial health so that future students will benefit from the excellent education Upland provides.
For those who have already included Upland in your plans, thank you so very much. For others, if you would like to learn how you can join in providing for Upland's future, please contact Emily Neilson at 610. 444. 2082 or firstname.lastname@example.org
The Legacy Society of the Upland Country Day School has been established to recognize and honor those individuals and organizations whose philanthropy has been pivotal in helping us achieve significant milestones with respect to the educational opportunities we are able to offer children. In addition, The Legacy Society also recognizes and honors those who are helping to secure the School’s future by including Upland in their estate planning.