Campbell Hall Legacy Society

There are many ways to provide for Campbell Hall and its students who will serve as tomorrow's global leaders

Your gift is a powerful investment in developing in collaborative problem-solvers, innovative thinkers, community-minded individuals, critical thinkers, curious learners and kind, inclusive human beings.

The Legacy Society honors those who demonstrate exceptional commitment to our community through their future financial and philanthropic plans. Members of the Legacy Society are those who have chosen to support Campbell Hall through a planned gift and have shared this information with the School in writing. This honorary society is made up of board members, board emeritus, current parents, grandparents, alumni, parents of alumni, faculty and staff who celebrate a common bond of generosity, visionary leadership and dedication to nourishing the School’s continued success.

"Planned gifts are key to ensuring an extraordinary education for generations of Campbell Hall students for decades to come." —Legacy Society Member

There are many ways to provide for Campbell Hall and its students who will serve as tomorrow’s global leaders. Legacy Society members are those who have included Campbell Hall in their will or trust.

The easiest way to join this esteemed group of Campbell Hall supporters is to simply notify the School of your philanthropic intentions and/or add Campbell Hall as a beneficiary in your will. You can specify the exact dollar amount, percentage of your residuary estate or a particular asset. Planned gifts also include bequests, real estate, gift annuities, life insurance, beneficiaries, tangible personal property, art, stock and living trusts.

The Legacy Society also supports...

Professional Development
There are 250 faculty and staff, and most hold advanced degrees in education and/or their subject discipline. The school has a strong professional growth and development program funded in part by charitable giving. All faculty are encouraged to continue their education while at Campbell Hall through additional graduate courses and attendance at professional conferences and workshops. Some of our conferences include: Summer Inclusion Institute, Schools Attuned, NAIS, NAES and Subject Area Conferences.

Programming
A gift to the Legacy Society ensures that our signature programs—academic, athletics and arts—continue to grow and flourish.

General Endowment
The Endowment Fund supports strategic growth, adherence to our core values and a commitment to best practices, dynamic and joyful learning. The Endowment Fund ensures the financial stability and strength of the education institution we love.

Scholarships + Financial Aid
Approximately one in four Campbell Hall students receives financial aid. The school’s affordability program is based on the belief that a student willing to meet the challenge of college preparatory education should be given the opportunity to pursue goals even though their family’s financial status may be unable to accommodate the full tuition.

Only through your legacy of giving can Campbell Hall remain the outstanding and unique institution it is today. Each and every gift enhances the financial strength of Campbell Hall, provides a place for each student to explore and discover their best potential and supports our tradition of excellence in education.

We look forward to presenting you with THE KEY TO CAMPBELL HALL and honoring your generosity at a Legacy Society event.

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

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eBrochure Request Form

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