Support DDS

Planned Giving

“When honoring my life, I want to honor the institution that provided me with educational support and continue that legacy as part of my legacy.”
- DDS Alum
Dutchess Day School encourages planned gifts as a way to provide support for future students. In many cases, a deferred gift enables a donor to make a more significant contribution than would be possible through an outright gift. Planned gifts require careful thought and analysis with a mindful eye toward income, estate and tax consequences. You can provide for your family and ensure that future DDS students have all the advantages that your family has enjoyed. And, by including charitable gifts in your will, you may create significant tax advantages for your estate.
 
Dutchess Day School has established a special club called The Tower Society to recognize individuals who support the school through planned gifts such as bequests, irrevocable trusts and life insurance. We invite you to join this special group of friends who have included DDS in their estate plans. Contributions to The Tower Society will create an enduring legacy for generations to come.

List of 4 items.

  • A Charitable Bequest

    Instruct your attorney to add a charitable bequest for Dutchess Day School to your estate plan for a specific amount, a specific property, or for a percentage of the estate.
  • Retirement Plans

    Designate Dutchess Day School to receive part or all of what remains of your retirement plan after your death. Such a transfer can be a very tax-efficient way to make a gift. For example, heirs may receive as little as 30% of a retirement plan from a large estate after estate tax and income tax. Dutchess Day will receive all of it tax-free.
  • Insurance Policies

    Designate Dutchess Day School’s endowment to receive all or part of the proceeds of a life insurance policy. Ask your insurance company for a beneficiary designation form.
  • A Charitable Remainder Trust

    You can transfer cash or securities to a trust which distributes annual payments to you for life, and leave the remainder to the charities of your choice. This option protects you from up-front capital gains tax on donated appreciated assets, and will allow an immediate income tax deduction for a portion of your contribution while ensuring a future gift to Dutchess Day School.

We Want to Thank You Now

Our Tower Society provides lifetime recognition to donors who have included the school in their estate plans. All you need do is tell the school that your plan is in place and that you have no objection to being publicly listed in the Tower Society honor roll.

For additional information on making a planned gift commitment to Dutchess Day School, call Kim Traver, Director of Institutional Advancement, (845) 677-5014.