Founding of the Society
For Collegiate School founder Helen Baker, her gift to the future School was her vision. In the year 2000, the Helen Baker Society was formed to honor those individuals who likewise share a vision for Collegiate. Specifically, the Society is comprised of persons who have made provisions for the School in their estate plans. Members of the Helen Baker Society have an honored status at Collegiate because their thoughtful planning ensures a future of enduring vitality for the School in addition to securing its fiscal stability. The commitments of Society members constitute one of Collegiate’s most valuable assets. Criteria for Membership
Gifts which will qualify contributors for membership include the following:
- gifts through living and testamentary trusts;
- gifts through charitable trusts such as remainder and lead trusts;
- gifts of retirement plan assets and IRAs;
- gift annuities;
- gifts of a remainder interest in a home or farm;
- survivorship designations on various types of accounts;
- and life insurance designations.
The Helen Baker Society recognizes those individuals who have made provisions in their estate plans for Collegiate School. Those designated as Charter Members took certain steps towards creating their gifts prior to June 1, 2001.