Planned Giving

Just like our students, Chartwell is building a bright future.  Chartwell will continue to transform children’s lives, promote learning, and make a positive difference in the world far into the future.  You can help us manifest that future and change the lives of young people by including Chartwell as a partial or full beneficiary in your will.

We understand that you must first consider the needs of your family, but including Chartwell in any way in your long-term plans is a simple and meaningful way to support many children and many families.  Additionally, contributing 5%-15% percent to Chartwell may reduce the tax your family may pay.

Working with your personal financial planner, you may designate how you would like your estate to benefit the school, by supporting the endowment, providing funds for a special project or financial aid.

To discuss planned giving in more detail, please contact our Director of Advancement, Diana Trapani, at 831.394.3468 ext 1020 or advancement@chartwell.org.

The Chartwell School Legacy Society

If you do choose to provide for Chartwell’s future by including a charitable bequest in your will or trust, then you will be in the excellent company of our Legacy Society.

We are deeply grateful to the following individuals for including Chartwell in their estate plans:

Mr. and Mrs. Peter K. Brooks
Mr. and Mrs. Thomas S. deRegt
Mrs. Jean L. Draper
Mr. and Mrs. Wesley F. Fator
Mr. and Mrs. Stephen Grant
Ms. Catherine Hawley, ‘91
Mr. and Mrs. Charles Jacobson
Mr. Erling Langerholm
Ms. Margaret Lowe
Ms. Anne G. Lynn
Mr. and Mrs. Bruce Michels
Mr. and Mrs. Arthur Pasquinelli
Mr. and Mrs. James Sakols
Mr. Paul Wineman and Mrs. Jennefer Lloyd Wineman