Join the Legacy Society

Planned gifts, through a will, living trust, retirement plan, life insurance, or charitable trust, are among the most impactful gifts received by James River Day School and provide important financial support for the future. 

Members of the Legacy Society will be recognized in the James River Annual Report on Philanthropy unless anonymity is requested. Your recognized and visible commitment to the school in this annual publication serves as an inspiration to others to follow your example.

If you prefer anonymity, please let us know of your plans on a confidential basis so that we may more properly plan for the future and honor your wishes for your legacy. Please note that letting us know of your current plans does not obligate you, your estate, or your heirs in any way.
 

How to Join

To be a member of the Legacy Society, you need only notify us that you have arranged any one of the following gifts to benefit James River Day School:
  • A plan in your will or revocable trust
  • A beneficiary designation for your retirement plan assets
  • A beneficiary designation on a life insurance policy
  • A life income gift that names James River Day School as a remainder beneficiary
If you have already included James River Day School in a bequest or other planned gift, we hope you will let us know by filling out a non-binding JRDS Statement of Intent.
 
For More Information
 
If you have questions or would like more information about the Legacy Society or recognition in the James River Day School Annual Report on Philanthropy, please contact:
Michelle Davis, Director of Development
(434) 384-7385
[email protected]
 
The materials provided in this website and the examples contained herein are for illustrative purposes only and are not intended as legal or tax advice. We encourage you to consult your own legal and tax advisors.