Chuck and Vesna Allison

Chuck and Vesna smilingVesna and I are delighted to join Denise and Jay Whitehurst, Betty and Ted Eidson and others as charter members of Lake Highland's Legacy Society. We firmly believe that a deferred gift to Lake Highland does the following important things:

  • Enables LHPS to improve upon the legacy of providing a superior education for our children and grandchildren
  • Provides long-term resources that will insure the highest standards for both academic programs and school facilities
  • Gives us an opportunity to show our gratitude for the many blessings this school has provided our family, especially our children

Our gift of Life Insurance

For our family, a gift of life insurance seemed a logical and effective choice. We were able to purchase a whole life policy for a fraction of the full benefit. We named Lake Highland as the owner and beneficiary. This will accomplish the following:

  • A generous gift to Lake Highland in the future—more than we could give out of current income or savings.
  • The insurance assets are out of our estate and therefore not subject to estate tax.
  • Creates a permanent endowment fund at Lake Highland named for our family and restricted to purposes meaningful to us.

Other Possible Gifts

A wide variety of deferred gifts can be made to Lake Highland. You might consider:

  • Naming LHPS as the beneficiary of an IRA
  • A simple bequest provision in your will
  • A charitable remainder trust
  • A charitable lead trust

No gift is more powerful—for both the donor and the charity—than a deferred gift. Its impact is long lasting. We hope you will join us in thinking through your charitable objectives and your estate planning.