Planned Gifts & Legacy
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?
- 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 firstname.lastname@example.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 your example. View the members of Parker's Legacy Club below.
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.
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 email@example.com or 858-569-7900.
Want to Learn More?
Please contact the Advancement Office by email or phone at firstname.lastname@example.org or 858-569-7900. If you wish to reach us by mail, send a notice with the following information:
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.
Planned Giving Newsletter
Parker Legacy Club Members
Legacy Club Members
The Anklesaria Family
Judi and Jim Douglas
Daniel '88 and Susan Frazee
Sammy Gross '71
Christine Hickman and Dennis Ragen
Julie Johnson Iavelli '49
Gert* and Aline Koppel
Lawrence Leffler '80
Morton* and Betty Jean Lichtman
John and Carol Lindholm
Marc Matys and Robert Gleason
Timothy and Rhonda McIntire
John '84 and Desiree Romero
Leslie and Marjorie* Rose
Mitch and Elizabeth Siegler
Jeff Silberman '75 and Karen Foster Silberman
Jim* and Reggie Smith
Michael and Catherine Thiemann
Anne Stephens Vafis '51
James and Kathy Waring
In Memoriam Members
Esther E. Cleaves
Adele Rice Foster '23
Rosalind Harris '29
Bruce R. '32 and Mary Hazard
Helen-May Marcy Johnson
Ethel Mintzer Lichtman '40
Henry '29 and Ruth Lippitt
Mary C. Moore
Romeo and Mila Quini