Friends' School The Legacy Circle

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Your attorney will need this information to include in your estate plans: Friends’ School Federal Tax Id: 84-1087693 Date of Incorporation: May 1988

Contact For more information on how you can include Friends’ School in your planned giving, please contact Development Director, Caroline Landry, at [email protected] or (303) 499-1999 ext. 263

Friends’ School The Legacy Circle Making a gift to Friends’ School through a bequest or with other assets is an impactful way to acknowledge the excellent education Friends’ School provides to so many children. Please join other members of the Friends’ School community who have included the school in their Planned Giving. Even a small amount can make a big impact over time. Individuals who inform the school of a planned gift are included in the The Legacy Circle.

5465 Pennsylvania Avenue Boulder, CO 80303 Phone: 303-499-1999 Fax: 303-499-1365 Email: [email protected] FriendsSchoolBoulder.org

Printed on recycled paper, made with 100% post-consumer waste.

The Legacy Circle: A commitment to Friends’ School in your estate planning.

Why our Legacy includes Friends’ School.

Make a Bequest Gift to Friends’ School

ur two daughters have each attended Friends’ School since preschool, and we have been active volunteers and supporters—pounding nails into the play structure, reading with kindergartners, sewing classroom banners, and strategizing on the Board of Trustees.

Please consider leaving a charity like Friends’ School in your planned giving. A bequest will provide crucial funds for Friends’ School and will enable you to leave a larger gift to support our work more than you may have ever thought possible. A charitable bequest may be added or modified by a codicil so you don’t have to draw a new will.

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Friends’ has given deeply to our whole family, shaping our friendships, our parenting, our values, and how we learn about the world. We appreciate that the teachers understand each student at every step in their development—supporting, guiding, and inspiring them to know themselves, their learning strengths and challenges, and their relationship to others. This small, closely-knit learning community, with the best of teachers and staff, shares our values of nurturing the hearts and minds of children. We put Friends’ School into our estate plan because it has been our family’s home-away-from-home for the past eight years. We asked our parents to join us in putting the school into their wills as well. Adding Friends’ School to our estate plans is a significant and easy way we can make an impact and ensure that Friends’ will continue to thrive.” – From Russ and Diane Hullet

Benefits Putting Friends’ School in your planned giving is an easy way to leave a legacy to Friends’ School. Your assets remain under your control until death. You may also be eligible for an estate tax deduction, depending on the size of your estate, and there is no upper limit on the estate tax deduction for charitable bequests, like those to Friends’ School. Please consult your attorney.

You can use this suggested language in your will to support Friends’ School: • Percentage of Estate: I give Friends’ School, 5465 Pennsylvania Avenue, Boulder, CO 80303 _______% of my estate to be used in such a manner as the Board of Trustees of Friends’ School shall, in its sole discretion, determine. • Fixed Amount: I give Friends’ School, 5465 Pennsylvania Avenue, Boulder, CO 80303 the sum of $_______ to be used in such a manner as the Board of Trustees of Friends’ School shall, in its sole discretion, determine. • Residue of Estate (after probate costs and other expenses): I give to Friends’ School, 5465 Pennsylvania Avenue, Boulder, CO 80303_________ % of the rest and residue of my estate to be used in such a manner as the Board of Trustees of Friends’ School shall, in its sole discretion, determine. See back of brochure for additional attorney information.

Why our Legacy includes Friends’ School.

Make a Bequest Gift to Friends’ School

ur two daughters have each attended Friends’ School since preschool, and we have been active volunteers and supporters—pounding nails into the play structure, reading with kindergartners, sewing classroom banners, and strategizing on the Board of Trustees.

Please consider leaving a charity like Friends’ School in your planned giving. A bequest will provide crucial funds for Friends’ School and will enable you to leave a larger gift to support our work more than you may have ever thought possible. A charitable bequest may be added or modified by a codicil so you don’t have to draw a new will.

O



Friends’ has given deeply to our whole family, shaping our friendships, our parenting, our values, and how we learn about the world. We appreciate that the teachers understand each student at every step in their development—supporting, guiding, and inspiring them to know themselves, their learning strengths and challenges, and their relationship to others. This small, closely-knit learning community, with the best of teachers and staff, shares our values of nurturing the hearts and minds of children. We put Friends’ School into our estate plan because it has been our family’s home-away-from-home for the past eight years. We asked our parents to join us in putting the school into their wills as well. Adding Friends’ School to our estate plans is a significant and easy way we can make an impact and ensure that Friends’ will continue to thrive.” – From Russ and Diane Hullet

Benefits Putting Friends’ School in your planned giving is an easy way to leave a legacy to Friends’ School. Your assets remain under your control until death. You may also be eligible for an estate tax deduction, depending on the size of your estate, and there is no upper limit on the estate tax deduction for charitable bequests, like those to Friends’ School. Please consult your attorney.

You can use this suggested language in your will to support Friends’ School: • Percentage of Estate: I give Friends’ School, 5465 Pennsylvania Avenue, Boulder, CO 80303 _______% of my estate to be used in such a manner as the Board of Trustees of Friends’ School shall, in its sole discretion, determine. • Fixed Amount: I give Friends’ School, 5465 Pennsylvania Avenue, Boulder, CO 80303 the sum of $_______ to be used in such a manner as the Board of Trustees of Friends’ School shall, in its sole discretion, determine. • Residue of Estate (after probate costs and other expenses): I give to Friends’ School, 5465 Pennsylvania Avenue, Boulder, CO 80303_________ % of the rest and residue of my estate to be used in such a manner as the Board of Trustees of Friends’ School shall, in its sole discretion, determine. See back of brochure for additional attorney information.

Your attorney will need this information to include in your estate plans: Friends’ School Federal Tax Id: 84-1087693 Date of Incorporation: May 1988

Contact For more information on how you can include Friends’ School in your planned giving, please contact Development Director, Caroline Landry, at [email protected] or (303) 499-1999 ext. 263

Friends’ School The Legacy Circle Making a gift to Friends’ School through a bequest or with other assets is an impactful way to acknowledge the excellent education Friends’ School provides to so many children. Please join other members of the Friends’ School community who have included the school in their Planned Giving. Even a small amount can make a big impact over time. Individuals who inform the school of a planned gift are included in the The Legacy Circle.

5465 Pennsylvania Avenue Boulder, CO 80303 Phone: 303-499-1999 Fax: 303-499-1365 Email: [email protected] FriendsSchoolBoulder.org

Printed on recycled paper, made with 100% post-consumer waste.

The Legacy Circle: A commitment to Friends’ School in your estate planning.