Schwartz Legacy Society
The Peter A. Schwartz Legacy Society exists to honor good friends of Fort Worth Country Day who play a leadership role in the future of FWCD through their planned gifts. The Schwartz Legacy Society recognizes donors who have made provisions for FWCD in their estate plans.
Please let us know if you have or plan to leave FWCD in your estate plans. If you have any questions please contact us at 817.302.3223 or sandra.tuomey@fwcd.com as we are happy to answer your questions.
Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. California residents: Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. Oklahoma residents: A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. South Dakota residents: Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.