Giving

Planned Giving

Hillyer SocietyThe Hillyer Society was created to recognize the generosity of donors who have included Calvert School in their estate plans. We invite you to become a part of the legacy established by Virgil M. Hillyer, Calvert's first Head Master, more than 120 years ago.
By making a legacy gift at Calvert, you will have a profound impact on the future of our students and help ensure that the School continues to be a leader in K-8 education. Calvert can help you and your advisors maximize your charitable impact by helping you craft a gift strategy that aligns with your financial and philanthropic goals.

If you have questions about making a Planned Gift to Calvert, please contact Sarah Walton, Director of Development, at (410) 243-6054 ext. 141 or swalton@calvertschoolmd.org. You may also fill out the confidential Hillyer Society membership form, which will be sent to the development staff, and someone from our staff will contact you.

Planned Giving Options

List of 4 items.

  • Bequests

    The simplest way to remember Calvert School in your estate plans is to include the School in your will. This can be done by simply adding the following paragraph to your will:

    I give, devise, and bequeath to Calvert School of Baltimore, Maryland, the sum of $_____ (or a percentage or a description of the specific asset), for the benefit of Calvert School and its general purposes.


    A bequest can allow for an unrestricted gift, which allows Calvert to use the gift where the School feels that it is needed the most. Or, through your bequest, you can restrict your gift to be used for a specific purpose such as financial aid, faculty development or student programs. You may also do a combination of both unrestricted & restricted giving should you wish to only earmark a portion of your gift to be used for a specific purpose.
  • Charitable Gift Annuities

    Charitable gift annuities allow you to make a gift of cash or property to Calvert School in exchange for fixed payments for your (or your beneficiary's) lifetime and a charitable tax deduction. This gift, which is secured by the assets of Calvert School, can provide income to supplement your retirement funds. Payments on your gift can begin as soon as you make your contribution or they may begin at a later date determined by you (a deferred gift annuity).
  • Charitable Remainder Unitrusts

    Charitable remainder trusts allow you to put a gift of cash or property into a trust that pays you income during your lifetime (or a fixed period of time up to 20 years). After your death, the trust is dissolved and the gift is given to Calvert School. In addition to the supplemental income during your lifetime, you also receive a charitable tax deduction in the year the trust is created. Additionally, capital gains are not incurred if the trust is created with appreciated securities.
  • Life Insurance and Retirement Asset Gifts

    You may also consider naming Calvert School as a beneficiary of your life insurance, IRA, 401K, or other retirement plans. You will receive a charitable tax deduction for the cash value of the plan/policy and Calvert School will receive the future proceeds from the policy.
“When my father passed away, the School gave me a scholarship to finish. I wouldn’t have been able to attend without this support, which is why I care so deeply about passing this on to others now.”

Laura Neilson Lee '52 on her decision to leave a percentage of her estate to Calvert’s financial aid program

List of 1 items.

  • Hillyer Society Members

    Listed below are supporters who have generously included Calvert in their philanthropic planning. We are so grateful for these contributions and for our donors' forward-thinking.

    Anonymous (3)
    Mr. Nicholas F. Adams III ’51*
    Dr. & Mrs. Aristides C. Alevizatos
    Mrs. Dorothy Sloan Atkinson ’40*
    Mrs. Sara Hundley Bartlett ’37*
    Mrs. Florence Snyder Bohon ’40*
    Mr. & Mrs. Perry J. Bolton (Aurelia Garland ’47)
    Mrs. Geneva J. Boone*
    Mrs. Anne Kinsolving Brown ’18*
    Mrs. Caroline Lovelace Brown ’31*
    Miss Louise Este Bruce ’36*
    Mr. David J. Callard
    Mr. Francis J. Carey, Jr. ’38*
    Mr. Wm. Polk Carey ’42*
    Miss Georgia S. Carrington ’49
    Mrs. Ann K. Clapp
    Mr. & Mrs. David S. Clapp ’81
    Mr. Harvey R. Clapp III ’51*
    Mr. & Mrs. Charles W. Cole, Jr. (Mary Riggs ’52)
    Mr. Alexander H. P. Colhoun ’81 & Ms. Selina Rossiter
    Ms. Kitty F. Cromwell ’48*
    Mrs. Ann W. Dahl
    Mr. William F. Eaton ’47
    Miss Thekla M. Fitzpatrick ’45*
    Mr. & Mrs. Franklin W. Foster ’70
    Mr. & Mrs. Richard B. Fulton, Jr.*
    Miss Eliza C. Funk ’18*
    Mr. William M. Gardner, Jr. ’43*
    Mr. J. McHenry Gillet ’40*
    Mr. & Mrs. Robert D. H. Harvey ’32*
    Anne Gordon Keidel ’56*
    Mr. & Mrs. E. Robert Kent, Jr.
    Mr. & Mrs. Timothy L. Krongard ’76
    Mrs. Laura Neilson Lee ’52
    Dr. & Mrs. F. Pierce Linaweaver
    Mr. & Mrs. Scott J. Liotta (Katherine Cole ’79)
    Mr. Clarence S. Lovelace ’34*
    Mr. & Mrs. John A. Luetkemeyer, Jr. ’53
    Dr. & Mrs. Andrew D. Martire ’83
    Mr. Stephen Maloy & Ms. Anne McKenrick ’61
    Mr. Albert H. Michaels, Jr. ’51
    Mr. & Mrs. Decatur H. Miller ’44*
    Mr. John S. Morton, Jr. ’31*
    Mrs. Elizabeth Schmeisser Nelson ’33*
    Mr. Richard F. Ober ’27*
    Mrs. Carolyn Schmidt Obrecht ’45*
    Mr. & Mrs. John B. Powell, Jr. (Susan Baker ’53)
    Mr. Charles B. Reeves, Jr. ’35*
    Mr. Francis G. Riggs ’51
    Mr. & Mrs. Alan Y. Roberts (Sally Gordon ’54)
    Mrs. Marjory Bartlett Sanger ’32*
    Mrs. Virginia M. Schmidt
    Mr. Donald B. Scott, Sr.
    Mrs. Katherine Van Sant Spalding ’39*
    Mr. & Mrs. Richard L. Sperry (Elizabeth Doyle ’56)
    Mr. & Mrs. Roger D. Stone (Florence Smith ’50)
    Mr. & Mrs. Charles L. Stout ’43*
    Mr. & Mrs. James B. Stradtner
    Mr. John L. Swope III ’51*
    Mrs. Elizabeth Slack Tibbits ’46*
    Mr. & Mrs. Michael M. Tinati
    Mrs. Barbara Miller Tompkins*
    Miss Barbara Van Ness ’40*
    Mrs. Jean Taliaferro Wagner ’47
    Mrs. Marian Trescher Waldhausen ’44*
    Mrs. Mary Camilla Wallis '36*
    Mrs. Gracia G. Whitridge*
    Mr. & Mrs. Bruce P. Wilson (Laura Meacham ’34)*
    Mr. & Mrs. Matthew W. Wyskiel III ’81
    * deceased
Calvert School is a coed independent lower and middle school.

Affiliations