A coed boarding and day school for grades 4-9

Where most classrooms end, ours begin.

Legacy Giving

Including North Country School in your will or estate plans is vital to the future of our mission and program.

Annual gifts and capital gifts are, of course, essential and needed at all times. However, deferred planned giving through legacy gifts provides another avenue for forward-thinking donors to make a meaningful gift that extends philanthropic influence beyond the donor's lifetime.

And by making a legacy gift, you become an honored member of our Balanced Rocks Circle (BRC).

Options for leaving a legacy range from making a simple bequest to donating a portion of retirement assets, life insurance or property. All are easy and allow you to join our Balanced Rocks Circle.

If you have any questions or want more information about planned legacy giving, please contact Matt Donahue, Director of Advancement at (518) 837-5446 or email Matt Donahue.

Legacy Giving

INCLUDING NCS IN YOUR WILL WITH A SIMPLE BEQUEST

Your bequest can be added to your existing will as an amendment or codicil, so you don't have to revise the entire document.

I hereby give to North Country School, a not-for-profit organization located in Lake Placid, NY:

The sum of $__________ (amount)

AND/OR __________% of the reside of my estate

AND/OR the following described property __________ (description)

to be used for ____________________ (stated purpose).

DONATING A PORTION OF YOUR RETIREMENT PLAN ASSETS

You can elect to donate retirement plan assets to NCS through your will. By naming NCS as the beneficiary of your IRA, 401 (k) or other qualified retirement plan, any residual left in your plan when you die passes to NCS tax-free.

DONATING LIFE INSURANCE

You can either purchase a new policy or donate an existing policy you already own but no longer need. By designating NCS as both the owner and beneficiary of the policy, you will be eligible for a tax deduction.

DONATING REAL ESTATE AND APPRECIATED SECURITIES

A residence, vacation home, farm, acreage and securities may have appreciated in value over the years to the extent that the sale would result in a sizable capital gains tax. By donating these to NCS, you avoid capital gains taxes and receive a charitable deduction for full fair market value from one to five years.

ESTABLISHING AN ANNUITY OR TRUST

North Country School welcomes the opportunity to work with you to establish a Charitable Gift Annuity (Immediate or Deferred) or a Charitable Trust (Lead or Remainder). In fact, a member of the Board who specializes in this field is willing to provide pro bono talks with community members who may be interested.