Helga Halsey is a charter member of the Caroline Cummins Circle, the School's planned giving society. In this issue of Bishop's, we are pleased to introduce Caroline Cummins Circle member, Helga Halsey. The Halsey family's relationship with The Bishop's School spans three generations and involves leadership on several levels. When her daughter Heidi Halsey Bennett '92 was a Bishop's student, Helga chaired the 1991 auction and was an active member of the Parents' Association. Her late husband, William Halsey, served on the School's Board of Trustees and, along with Helga, was a staunch believer in and supporter of the financial aid program. In 1994 he established a scholarship in honor of his father, Fleet Admiral William F. Halsey. His daughters, Jane Halsey '65 and Anne Halsey-Smith '67, and grandson, Matthew Smith, '03 are Bishop's graduates.
"Bill also included Bishop's in his will," says Helga. "After his death, when I had to do my own estate planning, I decided to follow his example. I truly love the School and feel so grateful for the excellent education and sound foundation it has given Heidi."
Helga chose to extend her philanthropic support of Bishop's by creating a testamentary bequest for the School.
A bequest is a wonderful way for you to help further the important work we do in shaping the lives and futures of countless students through educational excellence. A charitable bequest is also easy to facilitate. Here are some of the benefits of a testamentary bequest:
- It costs you nothing today to make a bequest
- A bequest is free of federal estate tax
- Your bequest can be altered, if life circumstances change
- You can still benefit your heirs with specific gifts
- You can leave a legacy that has lasting impact on the future
A bequest is one of the easiest gifts you can make to significantly impact our mission. Your estate planning attorney can include a provision in your will or living trust that leaves such a gift to The Bishop's School. Your 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 gifts have been made to your heirs. Please click here
for more information on bequests.
We invite you to contact John A. Trifiletti, chief advancement officer, at (858) 875-0851 or firstname.lastname@example.org
for sample language that your attorney may use in drafting a bequest to The Bishop's School.
Please click here
to review sample bequest language.