Campbell Hall Episcopal

Planned Giving

You Hold the Key to the Future of Campbell Hall

The Campbell Hall Legacy Society was created to thank and recognize the generous donors whose bequest and planned gifts continue to support the mission of the school. By including Campbell Hall in their estate planning, Legacy Society members ensure a strong and sustainable financial future for the school and allows donors to make larger gifts that might not otherwise be possible. Typically, legacy gifts are devoted to the general endowment unless a specific designation is requested.

The most important benefit you will receive from joining the Legacy Society is the satisfaction derived from making a lasting contribution to the long-term success of the school. Additional benefits include annual events, seminars, a subscription to our school magazine, The Good, and the knowledge that your giving may inspire generosity in others.

Giving opportunities include listing Campbell Hall as a beneficiary...

  • of a bequest through your Will or Trust
  • on a life insurance policy
  • in an IRA or retirement plan
  • of a charitable remainder trust or similar vehicle
  • of other available options that best fit your needs

Simply let us know your interest to include Campbell Hall in your estate plans by completing the Legacy Society Form. Contact Us directly to discuss your plans or to learn more.

Take a look at the different options that you think may work best.

Giving Amount

Life Insurance

Most popular ways to give this asset:

Tangible Personal Property

Most popular ways to give this asset:

Get Started

Establish your legacy, consider how you want to plan your gift.

Legacy Society Member Ron Burns

"Let me first paraphrase Ralph Waldo Emerson on the subject of "Success". leave the world a better know even one life has breathed easier because you have lived."

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A charitable bequest is one or two sentences in your will or living trust that leave to Campbell Hall a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

"I give to Campbell Hall, a nonprofit corporation currently located at 4533 Laurel Canyon Boulevard, North Hollywood, CA 91607, or its successor thereto, ______________* [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to Campbell Hall or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the potential tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to Campbell Hall as a lump sum.

You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to Campbell Hall as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and Campbell Hall where you agree to make a gift to Campbell Hall and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

Personal Estate Planning Kit Request Form

Please provide the following information to view the materials for planning your estate.