Planned Giving

The Legacy Society provides long-term financial support for Miami Country Day School. Individuals and families are supporting the financial sustainability of the school through bequests made by a will, life insurance policies, or other estate gifts.

 

All planned gifts add strength to the school’s endowment, which is the financial foundation for a successful educational institution. Endowed funds generate income and support scholarships, teachers, buildings, programs, and other important purposes set by the Board of Trustees.

 

There are many giving options available to you, such as naming Miami Country Day School as a beneficiary in your will and charitable gift annuities that provide steady income for you and your family during your lifetime.

The Planned Giving Advisory Council (PGAC) is chaired by James W. Moore ’65 and the Council assists the Board of Trustees in its focus on increasing the endowment through planned gifts to support the school’s financial sustainability. An advisor’s role includes identifying and making connections with the school’s philanthropic needs. The composition of the Council includes parents, grandparents, alumni, and community members who work in the business of financial planning, accounting, and estate law.