Planned Giving

MAKE FIELD’S MISSION PART OF YOUR LEGACY


SAPERE CIRCLE

The Sapere Circle honors those who have included Field in their estate plan. 

The name is inspired by Field’s motto, Aude Sapere—Dare to be Wise—and recognizes the wise and generous donors who have named Field in their will or have added Field as a beneficiary of retirement plans or life insurance.  Of course, as you consider how best to support Field, we encourage you to discuss your specific gift intentions with your personal financial and/or legal advisor.

If you would like to learn more, contact Susan Vogel at advancement@fieldschool.org.

BEQUESTS
Bequests are gifts made through a will or an estate plan. Gifts may be a specific amount or percentage of an estate or named as a residual beneficiary of an estate. The Q&A below provides additional information about this type of philanthropic giving.

List of 3 frequently asked questions.

  • Q: How do I make a bequest?

    A bequest is one of the easiest gifts to make. With the help of a wealth advisor, you can include language in your will or trust specifying a gift be made to family, friends, or The Field School as part of your estate plan. Consider completing this form to advise us of your planned giving intentions so we can welcome you to the Sapere Circle.

  • Q: What are the benefits of making a bequest?

    • You leave a lasting legacy to be remembered
    • You lessen the burden of taxes on your family
    • You may receive estate tax savings

  • Q: Is there any specific language I need to use for making a bequest?

    There are several ways you can make a bequest to The Field School.

    Specific Bequest 
    A specific bequest involves making a gift of a specific asset such as real estate, a car, other property or a gift for a specific dollar amount. For example, you may wish to leave your home or a specific amount such as $25,000 to The Field School.

    Percentage Bequest 
    Another specific bequest involves leaving a specific percentage of your overall estate to charity. For example, you may wish to leave 10% of your estate to The Field School.

    Residual Bequest 
    A residual bequest is made from the balance of an estate after the will or trust has given away each of the specific bequests. A common residual bequest involves leaving a percentage of the residue of the estate to charity. For example, you may wish to leave 30% of the residue of your estate to The Field School.

    Contingent Bequest
    A contingent bequest is made to charity only if the purpose of the primary bequest cannot be met. For example, you could leave specific property, such as a vacation home, to a relative, but the bequest language could provide that if the relative is not alive at the time of your death, the vacation home will go to The Field School.
  

Ways you can impact Field's Future

Including the Field School in your estate plans
Donating an amount or percentage of your estate
Naming the Field School as a beneficiary of your:
  • Retirement or savings account, 401(K) or 403(B)
  • IRA
  • Life insurance policy
  • Appreciated assets

Advancement Team

List of 3 members.

  • Susan Vogel 

    Advancement Director

  • Sam Fosdick 

    Director of Annual Giving

  • KellyAnn Nelson 

    Director of Donor Engagement
The Field School