Planned gifts include annuities, trusts, bequests, property, and endowed scholarship funds. These gifts may provide the opportunity to minimize income and estate taxes, provide one or more beneficiaries with income for a specified period of time or a lifetime, reduce capital gains taxes, and more effectively distribute estate assets.
Investment Account and Endowed Funds
Gifts supporting Alexandria Country Day’s investment accounts and endowed funds secure the long-term financial sustainability of the school and enhance the quality of education provided to current and future generations of Country Day students.
While the School’s annual operating expenses are primarily met through tuition and the Country Day Fund Campaign, an endowment provides long-term financial security enabling mission-driven decisions to be made with visionary planning for academic excellence. Substantial reserves enable schools to endure fluctuations in enrollment and market demand by diminishing dependence on tuition revenue.