Cardigan Mountain School A boarding and day school for boys in grades 6 through 9

Planned Gifts

Front view of the Cardigan Chapel in the beautiful fall foliage

Cardigan's Heritage Society honors alumni, current parents, parents of alumni, faculty, staff, trustees, and friends who have made provisions in their estate plans for the benefit of Cardigan. Thanks to their foresight and commitment, the Cardigan experience will continue for generations to come.

It is the relationships that compel me to keep giving to Cardigan. Cardigan has always been at the top of my list of places to give to because it continues to provide all the tools for boys to be successful in life. The campus continues to grow and improve, all the while maximizing efficiency within the existing buildings and facilities that exist on its already impressive campus.

Roger Earle ’64, Heritage Society Member

How to Include Cardigan in your Plans

Planned gifts to Cardigan enable you to make a lasting contribution to the school you love—a contribution that will have a significant impact even beyond your lifetime. When carefully included as part of your estate planning process, planned gifts and bequests enable you to make a difference at Cardigan while providing first for your financial security during your lifetime and for the needs of your family. Other types of planned gifts provide lifetime income for the donor while also helping a donor realize meaningful tax savings. We suggest you consult your attorney or financial advisor before making a planned gift of any type.

We appreciate that a bequest to a charitable institution such as Cardigan is an expression of your strongest convictions, and that such a commitment is deeply significant to you. Therefore, we would like the opportunity to express our sincere gratitude. But we can’t thank you if we don’t know who you are! Remember, you need not tell us what or how much you plan to bequeath to Cardigan—only that you intend to do so. No estate is too modest for a bequest, and no bequest is too small to be important to Cardigan! What matters is that you believe Cardigan is important and that you would like to help preserve it.

We hope that by recognizing you and thus increasing the visibility of the Cardigan Heritage Society, your gift will be an inspiration to other members of the Cardigan community to make a similar commitment to help ensure the long-term future of the School.