Your Legacy Can Change Her World
Download The Legacy Society Intention Form.
What is a planned gift?
Planned Gifts are the foundation of extraordinary futures. The resources generated from planned gifts can transform lives. They are a thoughtful expression of your encouragement, your pride, and your belief in the School’s mission to develop each girl’s voice, confidence and sense of purpose.
Planned Gifts, also known as legacy gifts, allow you to provide future support for BSS, and often result in a larger gift than you might have thought possible. Donors who choose to make planned gifts to BSS become members of the Gaudeamus Legacy Society. Membership provides the School with the opportunity to thank you now for your future gift.
Over 100 members of the Gaudeamus Legacy Society have made planned gifts to the School through bequests, bequest intentions, or other life insurance gifts. We greatly appreciate the commitment of our Gaudeamus donors as their gifts help to ensure that BSS remains an inspirational force for women to reach their full potential as transformative leaders.
Types of Planned Gifts
There are many ways to make a planned gift. The most common types of planned giving vehicles are:
Bequests: Naming BSS as a beneficiary of your Will can, when properly planned, reduce the rate at which your estate is taxed. You may make a charitable bequest of a specific dollar amount, a percentage of your estate or the remainder of your estate after planning to care for your family and friends.
Life Insurance: A gift of life insurance is a simple and straight forward way to make a modest commitment now that allows for a significant gift in the future.
Charitable Gift Annuities: Charitable gift annuities enable you to make an immediate gift to BSS and receive guaranteed income for life.
Charitable Remainder Trusts and Gifts of Residual Interest: You and other beneficiaries can receive income for life or for a set number of years. Donors will receive an immediate charitable income tax deduction, immediate income and relief from tax on capital gain. When the trust expires, the assets remaining in trust go to support the mission of The Bishop Strachan School.
Working with You to Meet Your Goals
As you consider your support of the School, we are happy to send you information that can assist you in combining your financial planning with charitable giving. Please contact Claudia Metelsky, Director, Leadership Giving, Office of Philanthropy and Alumnae Relations at 416 483 4325 ext. 1873 or email firstname.lastname@example.org.