Planned Giving

The Legacy Society was created to recognize and honor those who thoughtfully plan gifts through their estate. Members are recognized among the Chartwell community and are invited to an appreciation event each year to hear firsthand about the impact their giving has on the lives of students and their families.

From Kay Sullivan, Legacy Society Member:

"I would like to take this opportunity to share why I decided to join the Legacy Society. I was introduced to Chartwell when I first moved to the Monterey Peninsula in 2000. I inherently believe you should give back to the community in which you live. As I asked about worthy organizations in the area, Chartwell was mentioned many times.

My first thought was that I don't have children, and I don't have anyone in my family with learning differences, so I wasn't sure it was a "good fit". But I couldn't ignore the fact that people I respected thought so highly of Chartwell, so I took a tour of the school.

At that time the school was located on the Salvation Army property in Seaside, not the impressive campus we have now. Now I was even more intrigued. Parents spent a lot of money to send their children to this school so they must have seen the value.

I decided to work on the Party in a Pear Tree committee and in the following year I joined the Board. I served on the Board for nine years, including two years as President. During that time we raised money for the new campus and started The New High School Project.

I saw first hand the amazing things the faculty and staff were able to do for our students. I shed tears every June, hearing graduates share their experiences. I was always awed by the stories parents shared about their children's transformations.

We are so blessed to have this special school here on the peninsula. An educated population is the underpinning of a successful society. These are the reasons why my husband and I donate to the Annual Fund, but we also wanted to help ensure the school was here long after we are not. I invite you to consider joining the Legacy Society".

If you are interested in joining, have already included Chartwell in your estate plans, or would like more information, please contact the Advancement Office.