Planned Giving

Leave a Lasting Legacy

CORNERSTONE HERITAGE LOGO

 

The Cornerstone Heritage Society was established to honor and recognize individuals who have included The Summit Country Day School in their estate plans. The Cornerstone Heritage Society members provide a solid foundation to secure the future financial strength and security of The Summit.  

How to join The Cornerstone Heritage Society

Students and teacher in lab coats

Gifts Made by Will or Trust  

A bequest is one of the easiest gifts to make. With the help of an advisor, you can include language in your will or trust specifying a gift be made to family, friends or The Summit Country Day School as part of your estate plan. Learn more here.  

priest gives first communion to girl

IRA or Retirement Gift 

Donating part or all of your unused retirement assets, such as your IRA, 401(k), 403(b), pension or other tax-deferred plan, is an excellent way to make a gift to The Summit Country Day School. Learn more here.  

Statue of an angel

Gifts of Life Insurance 

A gift of your life insurance policy is an excellent way to make a gift to a charity of your choice. If you have a life insurance policy that has outlasted its original purpose, consider making a gift of your insurance policy. For example, you may have purchased a policy to provide for minor children and they are now financially independent adults. Learn more here. 

 

students working on a robot

Charitable Gift Annuity  

A charitable gift annuity is a contract between a donor and Summit with the following terms: As a donor, you make a sizable gift to Summit using cash, securities or possibly other assets. In return, you become eligible to take a partial tax deduction for your donation, plus you receive a fixed stream of income from Summit for the rest of your life. Learn more here.  

Cornerstone Heritage Society Members

Leave your legacy by joining these distinguished members of The Cornerstone Heritage Society who are committed to providing students with a strong, independent Catholic education for generations to come.

Anonymous (4) 
Julianne and William Baechtold 
Jon S. Blohm SBS '68 
Julie and Mark Bodnar 
Linda and John Botsford 
Mary (Foss) '67 and  
   Joseph Brinkmeyer 
Jane (Buse) '70 and Mark Burke 
Susan and Robert Castellini 
Thomas E. Coler, Jr. SBS ‘56
Deanna and Asad Dalia 
Ann (Wiley) '53+ and
   Donald Denison 
Kathy and William DeWitt, Jr.
Jane and John Domaschko 
Mary W. Earls
Mary and William Earls SBS '59 
Rebecca and Gregory Edwards
Betty Forker+ 
David M. Forker SBS '53+ 
Sharon W. Frisbie '69 
Laura (Hefele) '70 and
   Arthur Ftacnik 
Lauren (Brinkmeyer) '96 and
  Wesley Goebel
Mrs. Paula N. Grulee 

Louise Hack '27+
Ann Hinckley 
Charles Hinckley+ 
Judith Lee (Cox)+ and 
   Robert T. Hollohan SBS '54+
Lisa and Frank Hoffman 
Elaine M.+ and John Horan+ 
Kimberly and Stephen Hunt 
Peggy (Feltrup) Becker '49 and 
  William Jackson III  
Amy and George Joseph BMS '78 
M. Jeanne+ and Chris Koepfer
Florence (Connelly) '58 and
   Ronald+ Koetters
Marjorie (Meyer) '58 and
  Lawrence Kyte SBS '52 
Cynthia and Christopher       MacConnell SBS '65 
Kathy and Michael McQueen 
Caroline Melson
Nancy (Van Lahr) '57+ and
  Paul Niklas 
Martha and H. N. Ragland III SBS '58 
Susan Ratterman '70+   
Pamela and
   Frederick Rentschler SBS '53+

+ Deceased Member

Gabrielle (Bouscaren) '66+ and 
   Mercer Reynolds 
Bettina and D. Bruce Ross 
Kathleen Patricia (Long) Rotsinger '45
Kathy and Philip Schneider 
Kathryn and Brian Spivey 
Anne and Edward+ Stern 
Therese and Lyle Stetzer+ 
Jean Hennegan Strasser '29+ 
Jeanne (Henkel) Strout '41+ 
Caroline and Richard Sutphin+ 
Candace and
   George Thurner III BMS '77 
Jayne Thurner 
Kathleen and Edward Tyrrell 
Mary Virginia Vollmer+ 
Susan (Thurner) '74 and 
   Christopher Vollmer SBS '66 
John T. Wahlbrink '12
Helen (DeCourcy) '38+ and
    William Williams '29+ 
Carol and Richard Wilson
Dorothy and Richard
    Wurzelbacher+
Paula (Bien) Yarnell-Sundermann '65 
   and Howard Sundermann