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Planned Giving

Leave a CSW Legacy through Gift Planning

You can use gift planning, including life income gifts and bequests, to provide meaningful support for CSW’s teaching and financial aid while enjoying financial and tax benefits for you and for your family.
 
A bequest is another effective way to leave a legacy at CSW. Through your estate or retirement plan, you can provide general support to the school, or fund a program, project, or area of study that is important to you.

To find out more about CSW’s many planned gift options, and which ones might be best for your situation, contact Roger Fussa, Senior Leadership and Planned Giving Officer, at rfussa@csw.org or (781) 398-8346.

The Patience Lauriat Society is an honorary association of individuals whose planned gifts have already been received or will someday accrue to The Cambridge School of Weston. Anyone who notifies CSW that the school is named as the beneficiary of a gift through his or her estate, or through a planned gift during his or her lifetime, is automatically enrolled as a member of the Society.
 
The Society is named after Patience Lauriat '46, who, after providing for members of her family, left the remainder of her estate to CSW to create an unrestricted endowment fund. 
 
The Patience Lauriat Society gratefully acknowledges benefactors whose estate gifts to the school show that the future of CSW was close to their hearts. 

Members of the Patience Lauriat Society receive certain benefits, which currently include:
  • Recognition in publications, including the Philanthropy Impact Report
  • Invitation to an annual donor appreciation event and to Patience Lauriat Society events
Please contact Roger Fussa, Senior Leadership and Planned Giving Officer, at rfussa@csw.org or (781) 398-8346 to discuss how you can become a member of the Patience Lauriat Society. If you have already named CSW as a beneficiary of a bequest or planned gift, please let us know so that we can welcome you as a member.

Give back to CSW's future

<br>“CSW defined my life in so many ways that I can never be grateful enough. I wanted to give back to the school into the future. I encourage those who have the capacity to support the school with a Planned Gift. It’s a way to direct your estate to something you care about deeply while preserving your retirement income.”<br><br><b> Polly Howells, Class of 1962</b>

“CSW defined my life in so many ways that I can never be grateful enough. I wanted to give back to the school into the future. I encourage those who have the capacity to support the school with a Planned Gift. It’s a way to direct your estate to something you care about deeply while preserving your retirement income.”

Polly Howells, Class of 1962

Examples of planned gifts and bequests

  • A gift of any amount to CSW through a will provision.
  • Gift through a revocable “living” trust.
  • 401(k), IRA, SEP, or similar retirement plan beneficiary designation.
  • Charitable remainder trust
  • Charitable gift annuity
  • Pooled income fund
  • Charitable lead trust
  • Life insurance policy beneficiary designation
  • Bank account, Totten trust, or similar arrangement

The Cambridge School of Weston is a progressive high school for day and boarding students in grades 9–12 and PG. CSW's mission is to provide a progressive education that emphasizes deep learning, meaningful relationships, and a dynamic program that inspires students to discover who they are and what their contribution is to their school, their community and the world.