Planned Giving

Discover the Benefits of Giving Wisely

Support Canterbury School in Creative Ways
Did you know there are creative ways to support Canterbury School? Ways in which Canterbury School, you and your loved ones all benefit at the same time?

Such giving techniques are called "planned gifts," because with thoughtful planning, you create win-win solutions for you and Canterbury School.

Many appealing ways of giving are available to you. For example: Name Canterbury School in Your Will

Make us part of your family. A gift through your will or estate is the easiest gift you can make today.

Put Your IRA to Work for Canterbury School

Avoid income tax and potential estate tax on your retirement plan assets. It's a simple, straightforward way for donors of all ages to avoid double taxation and make a difference at Canterbury School.

Planned Giving Profiles

Sheffield J. Halsey '37

Sheffield J. Halsey '37

Sheff Halsey's Canterbury career — as student, graduate, parent, and grandfather — spanned almost 80 years. The brother of Ben '34; father of Sheff, Jr. '68 and Michael '74; uncle of Ben '67, and Sean '63 and Kevin '66 Callahan; and the grandfather of Mark '05 and Tom '08 Nailor, his Canterbury roots were strong.

Sheff established the Sheffield J. Halsey '37 Scholarship Fund in 1997 to provide financial aid for financially deserving students of high quality. He made annual donations to his scholarship fund, which continues to support worthy and deserving students in their Canterbury careers.

Reaching beyond his death to support the school he loved, in 2000 Sheff donated a paid-up life insurance policy, receiving a substantial tax deduction. When Sheff died in November 2012, Canterbury received the proceeds and placed them in the Halsey Scholarship Fund. Sheff Halsey's generosity will provide perpetual support to Canterbury's students.

Colin '62 and Bonnie Hamilton

Colin Hamilton '62 and his wife, Bonnie, chose Canterbury School as beneficiary of their Charitable Remainder Unitrust in gratitude for all Canterbury has provided to three generations of Hamiltons: Colin's father, John '31, his brother J. Craig '67, and his son Trevor '89. Says Colin, "We are grateful for the excellent Canterbury educational experience which included strong academics, a firm foundation of Christian values and an egalitarian approach to athletic participation."

By donating to Canterbury through a Charitable Remainder Unitrust, Colin and Bonnie earn an above market income for the rest of their lives, gain an immediate tax deduction, avoid capital gains taxes, and make a larger gift to Canterbury's students and faculty than they ever thought possible.

Bob and Gilda Martin

Gilda Martin, beloved language teacher for more than four decades, died in December 2008. Gifts poured in from family, friends, and former students, and Canterbury established the Gilda Martin Chapel Fund to honor Gilda.

"Gilda loved Canterbury," says Bob, her husband. "In addition to loving her students and her classroom, she loved attending Mass at the Chapel of Our Lady. Canterbury's Roman Catholic heritage is what makes the School exceptional, and I am pleased the Gilda Martin Chapel Fund will provide perpetual support to this center of campus life."

To assure that the Gilda Martin Chapel Fund has sufficient assets to provide meaningful support, in 2009, Bob Martin gave an outright gift to significantly increase the Fund. In addition, Bob has confirmed a generous bequest of a percentage of his estate, which at his death will be placed directly in the Gilda Martin Chapel Fund.

Ann and Bob Fullan '39

"I arrived at Canterbury in September 1935," recalls Bob Fullan '39. "Though I weighed only 115 pounds I played Varsity Hockey my Third Form year. We wore blue suits and white shirts for afternoon tea and dinner in the North House dining room (now the Duffy House art center.)

In 1939, I graduated with 17 classmates, of whom three went to Princeton and two to Yale. Three were killed in World War II. The Tabard, which we published weekly and distributed every Tuesday after dinner, placed in the top five of eastern prep schools in the Daily Princetonian contest.

I recently donated to Canterbury my SIXTH Charitable Gift Annuity, directed to the Class of 1939 Scholarship Fund. This is a triple win: my gift benefits the School, provides a priceless experience for scholarship students, and gives Ann and me an immediate tax deduction and a lifelong income.

God Bless Our School!"