Endowment & Planned Giving

Endowment
Established in 1971, the Endowment Fund generates annual interest and dividend income that supports Chadwick's operations.

Proceeds from the endowment, combined with gifts to the Annual Fund, also helps offset the difference between tuition revenue and operating expenses.

Bequests, memorial funds, scholarship funds and other special gifts have helped increase Chadwick’s endowment over the years.

Planned Giving
Planned gifts play an important role in estate planning because they generally offer significant tax benefits - benefits that can ensure that the maximum amount of an estate is left to one’s heirs. At the same time, planned gifts often allow a donor to make a larger gift to Chadwick than might have been thought possible. The most common planned gift is the inclusion of Chadwick in one’s will. There are also trusts, gifts of property, life insurance or retirement assets. Each vehicle has specific advantages that may be tailored to a donor’s specific needs. Explore our planned giving pages, and discover the surprising benefits you could receive when you support Chadwick. Included are the latest articles on charitable giving, a glossary of terms and a calculator that allows you to estimate your income-tax deduction for charitable gifts.

Johnson Legacy Society
In 1996, alumni Frank Johnson ’47 and Jacqueline Johnson Kehle ’56 established Chadwick’s Frances J. and Frank L. Johnson Legacy Society in memory of their parents. It was created to recognize those members of the Chadwick School community who are establishing or have established a life income gift, charitable remainder trust, are including Chadwick in their wills, or have named Chadwick as a beneficiary in any other type of estate plan.

Chadwick recommends that you obtain the professional counsel of an attorney who specializes in estate planning.

If you need information about Chadwick’s endowment or planned giving opportunities, call (310) 377-1543, Ext. 4076 or e-mail to mary.baldovin@chadwickschool.org.