Giving
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Planned Giving

There are a many ways to direct your support to Charles River School AND meet your philanthropic and estate planning objectives; one of the most effective is a planned gift. A planned gift is any charitable gift that is planned to optimize a donor’s financial, tax and/or estate plans while helping secure the long-term financial security of a charitable institution. This type of gift might enable you to make a larger contribution to CRS than you might have thought possible. To learn more, please consult our Planned Giving Booklet.

Ways to Give

  • Bequests
  • Charitable Remainder Trusts
  • Retirement Plans
  • Life Insurance
  • Real Estate
  • Tangible Personal Property

Potential Benefits of Planned Giving

  • The ability to make a significant gift to our school while you are alive
  • An immediate income tax charitable deduction yielding current tax savings
  • The freedom from capital gains when giving long-term appreciated property
  • The option of deferring income to a later date a reduction of the size of your taxable estate

The Richard Thorndike ‘23 Legacy Society

When you include Charles River School in your estate planning, you become a valued member of the Richard K. Thorndike ’23 Legacy Society. Richard Thorndike was a long-time supporter and enthusiastic alumnus, named Charles River School as a beneficiary in his will. An old-line investment banker and broker, he was one of four Thorndike siblings who graduated from CRS and was also the grandfather of Lucy ‘80, Zander ‘82 and Cynthia Sprague ‘86. Charles River School recognized his extraordinary generosity and that of his extended family by creating The Richard K. Thorndike Legacy Society in his memory.

Join others who have made CRS part of their estate planning. Simply notify CRS that the school is provided for in your estate. You will help secure the future of CRS for generations to come.

Please contact us for more ways to build your philanthropic plan:
Linda Fenton, Director of Development Lfenton@charlesriverschool.org or 508-785-8215
Stephen Haskell, Director of Special Gifts shaskell@charlesriverschool.org 508-785-8254

Note: If you have already included CRS in your estate but haven’t notified our office, please contact Linda or Stephen.

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