Ann Izzi

"I Love the place!"

Ann IzziFormer Assistant Head of School and Elementary Principal Ann Izzi retired in 1998. She served Campbell Hall for 25 years.

Following her retirement, Ann maintained a close connection with the school. "I save all my issues of Clips and like to re-read them. I also hear from graduates which makes me very happy. I was delighted to see how Campbell Hall grew during my tenure there—and amazed by its progress now!"

Prior to her passing in 2013, Ann included Campbell Hall among the beneficiaries of her life insurance policy. When asked about her gift, she said, "I chose to make a gift to Campbell Hall with an insurance policy because I saw it as a way to make a significant contribution but still one that I could very comfortably afford. I have taught at many schools, and Campbell Hall is THE BEST! I wanted to do something that could make a difference, something to show my ongoing commitment because the years I spent at Campbell Hall were the best years of my life.”

Ann’s gift did indeed make a difference at Campbell Hall. It provided a wonderful boost to the school’s general endowment fund at the time and, like all endowment gifts, its impact continues on.

Ann would surely be proud of her beloved school’s recent growth and progress. And we are grateful for the role she played, both as an administrator and a benefactor, in making Campbell Hall the place it is today.

It is quick and easy to make Campbell Hall a beneficiary of your life insurance policy. To learn more, please contact the Advancement Office.

If you have already named CH as a beneficiary of your policy, please let us know. We would like to thank you and recognize you for your gift. The Campbell Hall Legacy Society honors those who demonstrate commitment to our school through their long term financial and philanthropic planning.

For more information, please visit our gift planning website or contact Aubrey Rakoski at rakoska@campbellhall.org or 818.505.5385.

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, Studio City, 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.
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