Planned Giving
In addition to supporting Mark Day School's work through your generous cash donations--to the True Blue Fund, special gifts, capital project, and more--there are additional ways in which you can contribute to the long-term sustainability of Mark Day School.
Planned gifts provide us with the ability to think strategically about the school's future. Generous and forward-thinking donors who leave planned gifts or a bequest intention through Mark Day School's Legacy Society will support our long-term success and will be long remembered. Many of these options are a win-win for you and the school. We encourage you to consult with your financial advisor to discuss the tax benefits of these options.
- Bequests. One of the easiest ways to help involves simply naming Mark Day School as a beneficiary in your will and living trust. A bequest may be for a particular dollar amount or percentage of your estate. Estate tax savings may be significant.
- Life Insurance Policy and Retirement Assets. Often overlooked by donors, naming Mark Day School as a partial beneficiary of these assets can provide support for the school.
- Life Income Gifts. Life income gifts allow you to leave a gift in the care of Mark Day School, while earning income for yourself during your lifetime. The two most popular life income gifts are charitable remainder trusts and charitable gift annuities.
Those who leave planned gifts become a part of our Legacy Society. Members are a special part of the Mark Day School donor family. They are also honored with:
- Recognition on our website
- Listing in the Annual Report
- An invitation to the annual Eighth Pillar event
For more information, please contact Wendy Levine, Director of Development at 415.472.8008.
We invite you to join us as a member and thank the following Legacy Society members as of July 2023:
Ann and Paul Brenner
Bev and Rolly Boorman
Janet and Damon Kerby
Lek Suvanasarn
Hadley Mullin '88 and Dan Kalafatas
Why We Give:
The Brenner Family
When Ann and Paul Brenner reflect on Mark Day School, they remember it as "an absolutely marvelous school" for their son, James, class of 2004. Mark Day School was "academic and challenging, but friendly and warm at the same time." They cite the strength of the athletics program, too. Because James has been "interested in history since the day he was born," Mr. Fargo [the history teacher at the time] was a dream come true." James's love of history grew so much that he and a Mark Day School classmate participated in the Junior States of America, a 3-week civics and leadership education program at Georgetown University, culminating in students visiting Congress.
Ann and Paul's desire to help others send their children to a great school prompted them to name Mark Day School in their estate plans. In so doing, they are members of the Mark Day School Legacy Society. By naming the school as a beneficiary, they are fulfilling a value that is important to them both--that everyone deserves the best education possible. By designating their donations to tuition assistance, they are helping to provide for children for generations to come. Reflects Ann, "The teachers and the students are most important at a school. It's what goes on in the minds of the people that really counts."