Planned Gifts

Parker has always benefited from the loyalty and generosity of the people whose lives it has touched and transformed. Do you know how you can make a gift that will impact young lives for years to come?

A wide range of planned giving choices presents practical options for safeguarding your financial security, realizing tax advantages, and contributing to the School's financial well-being. Whether you want to put your donation to work immediately or design a plan that benefits our students after you're gone, you can feel good knowing that you are giving back to Parker. With just a little planning, you can honor the past and secure the future.

Through planned giving, you can select ways to give that help you meet your goals—and Parker’s. You can:

  • Earn income, pay fewer taxes, and secure your retirement
  • Enhance your net estate
  • Create a legacy
  • Be recognized for your generosity

Leave a Legacy

The Parker Legacy Club honors individuals and couples who have generously named Francis Parker School as a beneficiary in the following ways:

  • In their estate plans, such as a will, living trust, life insurance policy and/or retirement account.
  • In a planned gift such as a charitable remainder trust, charitable gift annuity, life estate, donor advised fund or charitable lead trust.

Since most of these generous gifts will be realized by Parker after the donor's lifetime, the Parker Legacy Club was created to thank donors for their intentions during their lifetime. Through planned giving, membership in Parker Legacy Club is based on a desire to leave a lasting legacy to benefit Parker. No minimum amount, age or formal documentation is required to become a member of Parker Legacy Club. However, if you would like to provide this documentation, please be assured that it will be kept confidential.

There are benefits of becoming a member of Parker Legacy Club, in addition to knowing that your intentions will help ensure Parker's future. Email or call the Advancement Office at the advancement@francisparker.org or 858 / 569-7900 to learn more. 

Although many of our donors are modest about us publicly recognizing their current and future gifts, please understand that allowing us to include your name helps our fundraising efforts by encouraging others to follow by your example. View the members of Parker's Legacy Club.

List of 2 items.

  • Sample Bequest Language

    If you would like to name Francis Parker School as a beneficiary of your will or estate plan, we recommend you work with an attorney. You can either establish a new will or trust, or create an amendment or codicil to an existing document. The following language is helpful in directing a future gift to Francis Parker School in San Diego, California:

    A gift of a specific amount:

    I give [$________] to Francis Parker School located in San Diego, California. The School is a California nonprofit corporation and its federal tax ID number is: 95-1696720.

    OR

    A percentage of your total estate:

    I give [ _______%] of my estate to Francis Parker School located in San Diego, California. The School is a California nonprofit corporation and its federal tax ID number is: 95-1696720.

    Please contact the Advancement Office if you do wish to include Parker to your will or estate plan. We would like to recognize you the Legacy Club. Additionally, if you are restricting your future gift, we highly recommend you contact the Advancement Office so that we can determine if Parker will be able to fulfill your request. Email or call us at the advancement@francisparker.org or 858 / 569-7900.
  • Want to Learn More?

    Please contact the Advancement Office by email or phone at advancement@francisparker.org or 858 / 569-7900. If you wish to reach us by mail, send a notice with the following information:

    Name(s):
    Address:
    Phone:
    Email:
    Affiliation with Parker:

    ____ I have included Francis Parker School in my estate plans. Please recognize me as a member of Parker Legacy Club. (Please include your name as you wish to be listed as a member Parker Legacy Club or if you would prefer to be listed as anonymous.)

    ____ I would like to include Francis Parker School in my estate plans and I am interested in more information.

    ____ I would like to learn more about Parker's Planned Giving program. Please contact me.

    Send to:
    Francis Parker School
    Advancement Office
    6501 Linda Vista Road
    San Diego, CA 92111
Francis Parker School is a nonprofit organization under Internal Revenue Code section 501c (3). Federal tax ID number is 95-1696720. 

Francis Parker School is a private, independent, coeducational, college preparatory day school for students in Junior Kindergarten through Grade 12 from across San Diego County. Founded in 1912, the Lower School is located on the Mission Hills Campus with the Upper and Middle Schools on the Linda Vista Campus. Parker's mission is to inspire a diverse community of independent thinkers whose academic excellence, global perspective and strength of character prepare them to make a meaningful difference in the world.

Mission Hills Campus Lower School

4201 Randolph Street
San Diego, CA 92103
 

Linda Vista Campus Middle/Upper School

6501 Linda Vista Road
San Diego, CA 92111
858 / 569-7900