There
are numerous ways to make a Planned Gift to Shawnigan. The most
common is through a Bequest. A gift of securities, utilizing the
tax advantages recently created, is also a flexible and useful method
of making a Planned Gift.
Less
common, but still an interesting and worthwhile alternative format,
is a Charitable Remainder Trust in which you, as donor, can retain
income or the use of your belongings although you have given them
as a gift to the Schoolhouses, cottages, securities, shares
in a business, revenue property, art work, antiques: all can be
used for gifts in this fashion. Insurance can also be used to provide
a Planned Gift which is inexpensive and ultimately of great value
to the School. A Planned Gift is most commonly used for gifts to
the Endowment.
A
gift of any amount may be directed to a purpose chosen by the donor.
Gifts of $100,000 and greater may be named on behalf of the donor
whether it is for a Capital Project or an Endowment purpose. With
respect to Endowment gifts, $250,000 and $500,000 will provide for
half and full fee scholarship or bursary grants, respectively; a
gift of $1,000,000 will endow a faculty chair.
The
staff of the Advancement Office would like to help you on a confidential
basis with suggestions and information about the most suitable means
of creating a Planned Gift and of realizing the related tax benefits.
In many cases Planned Gifts are part of a tax or estate planning
programme. Please
for more information from the Director of Planned Giving.
As
a means of acknowledging Planned Gifts, the Shawnigan Legacy Society
has been established. Particular recognition is made of the nature
of the gift as each new member is inductedpartly in thanks
for the gift, and also to increase awareness among the Shawnigan
'family' of the form these gifts can take. Planned Gifts need not
be recognized in this fashion, or may be acknowledged anonymously,
if that is the donor's wish.
The
current members of the Shawnigan Legacy Society are:
David Robertson
Andrew Bay '88
Dorothy Jane Boyce '30
Kaldean D. Brown '89
The Hon. Mr. Justice Gerald Coultas '48
John L. Davies
Mary I. "Johnnie" (Ferguson) Duffis '35
Eric Ely '43
Sue and Tom Goodenough '52
The Peter and Victoria Johnson Foundation
Derek Lukin Johnston '28
Nancy and David Kyes '54
Blaine St. C. Loughary '49
Tom W. Lui '88
Paul S. MacMichael '34
Patricia and Stuart Milbrad '48
W.E. Murdoch
Bruce Olsen '30*
W. T. S. Pearce '40*
J. M. "Jack" Reynolds '28
John Lindsay Roaf '25*
Thane Rogers '35 *
Charles D. Sauer '62
Robert Sharman and Sharon Bryon
*
Deceased
We
would like to know if you have established a bequest to Shawnigan
so that we can acknowledge your thoughtfulness and generosity. We
would also be pleased to consult with you and assist you in making
a Planned Gift to Shawnigan. Please contact John A. Kaye, Director,
Planned Giving at (250) 743-6236 or
.
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