Laurie and Kim Peterson have been involved and passionate supporters of The Bishop's School for many years. Kim is a current a trustee, returning to the board following an earlier term (2004-2010), and together they are the parents of a 2006 graduate, their daughter Claire Lauren. Laurie and Kim appreciate the value that a Bishop's education can bring to a child and have chosen to make a significant bequest to Bishop's through their estate plan to ensure that future generations of students have the transformative opportunity of a Bishop's education.
A charitable bequest is an easy and wonderful way for you to help The Bishop's School as well as countless numbers of young people as they strive to accomplish their educational goals. Some of the personal benefits of bequest giving include:
- It costs you nothing today to make a bequest
- A bequest is free of federal estate tax
- Your bequest can be changed down the road
- You can still benefit your heirs with specific gifts
- A bequest may produce estate tax savings
- You can leave a legacy for the future of others through a bequest
A bequest is one of the easiest gifts you can make to significantly impact the future of young lives. Your estate planning attorney can include a provision in your estate plan that leaves a lasting gift to The Bishop's School. This bequest could be a gift of specific assets, a dollar amount, or a percentage of your estate. A bequest could also be made from the residue of your estate or what is left after all gifts have been made to your heirs.
Please visit our web site at www.bishopslegacy.com
for sample bequest language and a complimentary copy of Planning Your Legacy, A Guide to Planning Your Will and Trust
. You may also contact John A. Trifiletti, chief advancement officer, at (858) 875-0851 or firstname.lastname@example.org
to discuss your personal planning objectives.