Planned Gifts

The Ruth West Campbell Society
The Ruth West Campbell Society was established in 1990 to recognize those individuals who have made a charitable provision for Greenwich Academy in their estate plans.  In doing so, the donor receives an estate tax charitable deduction for that provision. Alumnae, parents and faculty have made planned gifts to GA to leave a lasting legacy for tomorrow’s students.

4 Ways to Make a Planned Gift

Bequest

Many donors decide to remember the Academy in their wills.  To make a bequest to Greenwich Academy, contact your attorney. A simple provision to remember GA can be added, such as “I give and bequeath to Greenwich Academy, Inc. ____ percent of my total estate (or $_____, or other property).”

Ceci Halpern Morgan '59 and daughter Laura Robinson Young '82 

Mother and daughter reflected on why becoming RWC Society members through a bequest was meaningful to each of them.  Laura said, “My motivation for choosing to join the Ruth West Campbell Society when I did was driven by the timing of my 30th reunion and the desire to be able to contribute to GA in a more lasting way than what I am able to contribute at this time in my life, and also to be able to share the mutual appreciation of my alma mater with my Mom through making this commitment. We both have a special place in our hearts for GA, both having made lasting friendships there and each of us having an affinity for the value of an independent, women’s secondary education.”  Ceci added, “Becoming a member of the Ruth West Campbell Society was a natural extension of the connections that we all share as alumnae. At a point several years ago when I had been on the Greenwich Academy Alumnae Association Board for a number of terms, I felt that I was ready to make a more enduring commitment. As a member of the Ruth West Campbell Society, leaving a bequest to GA is a celebration of my personal connection to the school in a meaningful and lasting way, and I proudly wear my RWC Society pin at school events. I was deeply touched by my daughter Laura’s decision to join. I felt that she was honoring me as well as the school.”

Life Insurance

If individual life insurance policies are no longer needed to protect family members or a business, Greenwich Academy may be named as the beneficiary, providing you with estate tax benefits.

Real Estate

By making an outright gift of real estate to Greenwich Academy, you receive a current income tax charitable deduction based on the appraised fair market value of the property and also avoid capital gain tax you might otherwise incur on the sale of the property. If you do not want to part with the property immediately, you may transfer your primary or secondary residence to a trust and reserve the right to live there for the rest of your (and your spouse's) life, when the property passes to GA. This also creates income and property tax advantages.

Ginny Pendleton '34

Ginny Pendleton’s association with Greenwich Academy began in 1926 and continued for over seven decades.  Hers was a life marked by the monogram qualities instilled in her under Ruth West Campbell’s tutelage, and filled with the values that are at the very heart of our School’s mission today – courage, integrity and compassion.  She was always there for GA as a volunteer, alumnae board member, and special friend of the school.  When Ginny passed in 2006, she bequeathed her Greenwich condominium to the Academy.  Ginny’s apartment has been used by numerous Greenwich Academy faculty members as part of the school’s faculty housing program, and the warm memories of her remain through this special planned gift.  

Trusts

Charitable Lead Trust 
Assets placed in a Charitable Lead Trust will benefit GA for a period of years designated by you. At the termination of the trust, the principal is transferred to your children or grandchildren. You obtain an immediate income tax deduction (particularly useful in an unusually high income year) and can effectively pass the property to your children or grandchildren at significant gift or estate tax savings.

Charitable Remainder Trust 
Consider a Charitable Remainder Trust in order to make a gift to GA while maintaining the benefits of certain assets. A fixed percentage of the assets placed in the trust is paid annually to you, a family member or other beneficiary. The income can be paid for life or a certain number of years, at the end of which the assets pass to GA. By establishing the trust, you may receive income, gift or estate benefits.

 Andra Winokur Newman '95
“My sister and I decided to set up a planned gift based on our unique experience at Greenwich Academy. The school allowed for us to develop and grow as individuals with different interests, and for that we are most appreciative. Greenwich Academy is the cornerstone of our educational experience, and are happy to give back in a way that declares our appreciation with lasting effects.” 

If you would like further information on the Ruth West Campbell Society or making a planned gift to GA, please contact Angela Van Moorsel avanmoorsel@greenwichacademy.org or 203.552.4402.

Greenwich Academy   200 North Maple Avenue   Greenwich, CT 06830   203.625.8900
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