Leave your legacy
The Dunham Legacy Society was established in 2020 to honor donors who have included The Dunham School in their estate plans. Bequests and other planned gifts help secure the school's financial sustainability, enabling us to educate minds and hearts for Christ for years to come.
Benefits of planned giving include making a gift that does not interrupt current cash flow or portfolio, reducing gift and estate taxes, and creating a gift from something other than capital to minimize tax deductions. To discuss the options and set up a legacy gift that is most impactful for you and your family, please contact Kelly DeRossette.
Join the Dunham Legacy Society
Joining the Dunham Legacy Society is simple. Fill out a confidential estate intention letter and subsequent paperwork sent to you from our advancement office. We also recommend that you discuss your estate plans with your financial advisory or attorney. On the estate intention letter, you will find several options for making a planned gift, including:
- Bequests
- Charitable lead or charitable remainder trust
- IRA or other retirement plans
- Life insurance
- Real estate or tangible property
- Gift Annuities
In addition to leaving a lasting impact on the school, members of The Dunham Legacy Society will receive the following member benefits:
- Lifetime and posthumous membership in the The Dunham Legacy Society
- Certificate of membership
- Donor gift
- Annual recognition in our printed and digital giving reports
- Recognition on The Dunham Legacy Society plaque
- Naming opportunities for gifts of $250,000 or more
- Personal and estate tax benefits, including income tax deduction, reduced capital gains taxes, and reduced probate costs and estate taxes.
Gary and Lisa Gilbert were inducted as the first members of the Dunham Legacy Society on April 29, 2022.
