Legacy Circle
Become a member of the Charles Armstrong School Legacy Circle
The Charles Armstrong Legacy Circle was created to honor alumni and friends who have named CAS as a beneficiary of a will, trust, retirement plan, gift annuity or other gift planning arrangement.
Did You Know?
- Planned gifts are central to the success of Charles Armstrong School and to securing long-term strength for CAS’s future.
- By planning your gift, you can make a meaningful contribution while also strategically meeting your own financial goals.
- Immediate and deferred tax advantages as well as an increased income and effective rate of return are just a few of the ways you may benefit from a planned gift.
- Your gift will create an enduring legacy of support that will help to ensure that CAS can deliver unparalleled educational opportunities for those who need it most.
Legacy Circle members are a special group and enjoy unique benefits:
- A personalized membership certificate
- Annual legacy dinner
- Invitations to CAS events
- Private meeting with Claudia Koochek, Head of School
- Annual Acknowledgement in print and electronic media
- Opportunity to make a gift in honor of an individual, family or specific program
Ways to Join the CAS Legacy Circle
Membership in the CAS Legacy Circle is open to anyone who wishes to support the school with a lasting gift. You can become a member by naming Charles Armstrong School in your will or estate plan or by making a life-income gift. To become a Legacy Circle member, please let the school know if you have included CAS in your estate or financial plans, or if you would like to discuss – in a confidential manner – a planned gift to the school.
Here are some ways of giving to consider:
Bequests
You can name CAS as a direct beneficiary of specific assets, of a portion of your estate or of your residual estate. Examples include, naming CAS the beneficiary of a life insurance policy, financial account or retirement plan such as an IRA, 401(k) or 403(b).
Life-Income Gifts
Establish a CAS charitable gift annuity, pooled income fund gift or charitable remainder unitrust. You can use cash or appreciated assets such as stock or real estate to fund your gift.
We can help you make these important decisions!
For More Information Please Contact:
Gail Jackson
Development Associate
(650) 592-7570 Ext. 240
gjackson@charlesarmstrong.org