Newsletter

Fall 2023

Inside:

• Life Trustee Makes Gift From the Heart
• A Greaat Way to Give
• Make a Difference This Year

Spring 2023

Inside:

• LFA Scholarship Transforms Student/Teacher
• Leaving a Legacy to LFA
• Endowments Help LFA to Thrive

Fall/Winter 2022

Inside:

• Teacher Plants, Grows With Faculty Professional Development Fund
• Create a Legacy Through Bequests, Lifetime Gifts
• Year-End Giving in 2022 as Easy as 1-2-3

Summer 2022

Inside:

• Repaying His Good Fortune
• “Accelerating Your Bequest”
• Providing for Retirement Through Giving
• Three Favorable Choices for Beneficiaries

Spring 2022

Inside:

• A Perfect Match
• A Gift of Securities Makes Sense
• The Simplicity of Using a Will
• Never Too Young for Philanthropy

Fall 2021

Inside:

• Announcing the $200K Caxy Legacy Challenge
• The Ease of Traditional Bequests
• Optimize Your Philanthropy Befor Year's End

Summer 2021

Inside:

• Looking Ahead
• ABCs of DAFs
• Endowments Make the Grade
• Fullfilling Two Goals

Spring 2021

Inside:

• Charitable Tax Benefits Extended for 2021
• Your IRA: A Tax-Wise Charitable Giving Approach
• This Year Could Be Special!
• Doing Right Strengthened By Getting It Right

Summer 2020

Inside:

• A Champion for Women's Education
• A Gift That Keeps on Giving
• Uncertainty? That's a Good Time to Consider Your Estate Plans
• Is a Donor-Advised Fund Right for You?

Spring 2020

Inside:

• Alumni Parents' Contentment Leads to a Gift of Gratitiude
• Caring in Difficult Times
• Thoughtful Gifts Fuel Student Scholarships and Faculty Support Programs
• Retirement Planning Changes Ahead

Winter 2019

Inside:

• Recognizing the Extraordinary
• Consider Noncash Gifts to Support LFA
• LFA Launches $20M Initiative for Scholarship and Faculty Investment
• Your Bequest and LFA

Fall 2019

Inside:

• Giving Back to LFA for an Outstanding Education
• Accomplishing Multiple Goals
• Using Your IRA to Support LFA
• How Sound Is Your Estate Plan?

Spring 2019

Inside:

• An Enduring Legacy
• Seven Things to Remember
• Making a Difference&mdashfor Yourself and Others
• Will, Living Trust, or Both?

Fall 2018

Inside:

• Seeing is Believing
• Do My Plans Need Updating?
• A Tax-Wise Way to Give

Summer 2018

Inside:

• All the Difference
• Giving Through Retirement Plans
• Support LFA With Your IRA

Spring 2018

Inside:

• A Gift That Keeps On Giving
• Will the New Tax Law Change the Way You Give?
• Questions & Answers About 529 Plans

Fall 2017

Inside:

• “We Can Do That, Too”
• Making the Most of Your Year-End Gifts
• Giving to LFA Through Your Will or Trust

Summer 2017

Inside:

• Building Your Personal and Charitable Legacy
• Gifts That Give Forever
• Giving Through the Years

Spring 2017

Inside:

• Keeping History and Tradition Alive
• Be a Hiro!
• Five Ways to Leave a Legacy to Lake Forest Academy

Fall 2016

Inside:

• The Path to Success
• Provide for Family and Lake Forest Academy
• Tax-Wise Giving to LFA