Cate School

Planned Giving

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The Cate Legacy Society

The Cate Legacy Society (CLS) honors those who name the School as a beneficiary of a will, trust, retirement plan, life insurance policy, or other planned gift. Today, membership includes over 270 individuals – an extraordinary testament to Cate’s enduring values.

Planned giving means making a deferred gift to Cate – informing us that you have, or intend to, remember the School in your estate plans. Planned gifts are established now but not realized by the School until death. Joining the Cate Legacy Society is expressing an intention and not a legally binding commitment. We understand that plans change over time as circumstances and family needs change. Thoughtfully constructed planned gifts can help you meet personal planning goals while making a meaningful contribution to Cate. You do not need an estate attorney or financial planner to join the Cate Legacy Society, though you will need one to create an estate plan.

Start the Conversation

To learn more about making a planned gift to Cate, please contact:

Andrew MacDonnell
Director of Institutional Advancement

805-684-4127 ext. 281 or andrew_macdonnell@cate.org

 

Casey McCann ’97

Burgess Peck ’90 – My dream is that Cate will be ‘need blind.’

A charitable bequest is one or two sentences in your will or living trust that leaves Cate School a sum, tangible property, a percentage of your estate, or a gift contingent upon certain events.

Specific Bequest to Cate School

A specific bequest gives a specific item or specific piece of property to Cate School. Such bequests are fulfilled first, before cash and residuary bequests. If the donor disposes of the specified property during his or her lifetime, there will be no bequest to Cate School.

“I give ________________ (describe asset) to Cate School, a California non-profit corporation (tax ID Number: #95-1644630), 1960 Cate Mesa Road, Carpinteria, CA 93013, to further the objectives and purposes of Cate.”

Cash Bequest to Cate School

A cash bequest provides Cate School with a specified sum of money from a donor’s estate. These bequests are fulfilled second, after specific and before residuary bequests.

“I give _____ Dollars ($_____) to Cate School, a California non-profit corporation (tax ID Number: #95-1644630), 1960 Cate Mesa Road, Carpinteria, CA 93013 to further the objectives and purposes of Cate.”

Residuary Bequest to Cate School

A residuary bequest is made from the residue, or what remains in a donor’s estate after specific and cash bequests, taxes, settlement costs and debts are satisfied. This type of bequest is sensitive to changes in the size of the estate over time.

“I give the residue (or _____ percent of the residue) of my estate to Cate School, a California non-profit corporation (tax ID Number: #95-1644630), 1960 Cate Mesa Road, Carpinteria, CA 93013, to further the objectives and purposes of Cate.”

Members

1914

Dohrmann K. Pischel   

1921 

John R. Hooker

1925 

Peter Folger

Gordon McIntosh

1928

Gordon Fiske

1929

Burleigh Pattee

1930 

Peter McBean 

1935

Rachel and Ambrose C. Cramer 

1936

Roger A. Clarke 

Lewis Nixon

1937 

Robert A. Day

1938

Stephen W. Royce 

1939

Adolphus Andrews

1941

Patrick Doheny 

1942

John B. Callery 

1944

Barbara and Daniel L. Royce 

1945

George B. Barrett 

Harry Russell

Jim Stoessel

1948 

Robert L. Chang

James P. Crutcher

Captain Charles G. Dimon 

Gerhard C.J. Jansen 

Nelson D. Jones

Francesco B. Latini

Peter E. Marble 

Jefferson C. Wright

David M. Yager 

1950

John H. Denison

Perri and Donald H. Harcourt

Michael A. Morphy

Malcolm Wallop

1951

Mary and Stanley H. Cochran 

1952

Paul M. Denison

1953

Anonymous

Thayer Peck

1954

Meredith and Duncan Abbott

Brooks Firestone

John Q. Nichols Jr.

1956

Anonymous 

Anthony S. Hooker

Peter Ruch

Bette Stockton and Christopher A. Stockton

Jack and Bindy Wood

David Young 

1957

Michael Berolzheimer

Richard C. Colyear

James C. Flood

1958

Tom Hutchins

David B. Koepfli

James C. McIntosh

1959

Thayer Bigelow Jr.

John D. Caldwell

John P. Hamilton

Judy and John M. Luce 

William New Jr.

1960

Lori and Graham Covington 

Sylvia and Sam Hale

John C. Kinnear III

Clay and Karen Sorrick

1961

Martin C. Dodge 

James S. Munroe Jr.

1962

Anonymous

Dr. Stephen W. Asher

Jeffrey N. Golub  

James D. Zevely

1963

William A. Ince

James B. Stent

1964

Josephine and Homer Alexander

Rickie Ann and Rick Baum 

Oliver Janney

1965

Sheldon C. Ramsay

1966

Jeff C. Jennings

1967

Mika and David Harrah

Jacques Littlefield 

Larie Trippet

1968

John Coghlan

Elaine and Frederick J. Fisher

John Newnam

1969

Bill Pearson

1972

Anonymous 

1973

Marilyn and Michael C. Avenali

Lindy Hardman 

Geoff Thorpe

Jeannie and Peter Vaughn

1974

Peter Angleton

Michelle and Don Dudley 

Shawn and Jeff Holter 

Greg H. Kubicek

Neil Schroeder

Greg Smith

Bruce and Minh Toms

Mark S. Whiting

1975

Sue and Mark Howe

Lex Passaris

Steve Royce

1976

Anonymous

Steve Goldenberg

1977

Robert H. Conner

Mark Fei

Brooks Walker III

David Wisnom III

1978

Sylvan C. Ganz

Luke Marsh

1979

Susan McArver and Rob Dunton

Norman Toby Scott

Irving Simpson

1980

Susan and Stephen J. Giusto

Marin and Arnold “Mike” W. Jones 

Peter F. King

Eric Taylor

1981

Chris Cuse and Nadine Bang

Rod M. Turner

1982

Christopher Breunig

Alicia Hoover

1983

Ned Bowler

Melinda Dennis

Robert Mazzetti

1984

Dr. Jay P. Melican III

Baret Bertea Walker

1985

Leslie Benedict Turnbull and Paul Turnbull

Kristin Zwart Waters 

1986

Ted and Kandus Simpson

Suzette L. Sprague 

Jean Pettigrew Whelan

Brian C. Yager

1987

John Tarlton

1988

Trish Murley

1989

Lauren and Michael Albrecht

Marla Folbe Butler and Lawrence Butler

Emily and David Joslin

Katherine Earle Yanes

1990

Burgess Bennett

Ali Saloman Ziesler and Sebastian Ziesler

1991

Maya Van Putten

1992

Anonymous

Lisa Browne Stanson

1993 

Jane and Wyatt Gruber

1994

Eugene Park

Sabrina Schlumberger Scott

1995

Joshua Edwards

1997

Casey McCann

1998

Allie Torrance Okner

1999

Sara Blask

Micah Carr

2000

Christine Luu

Caroline New and Michael Cappon

Jiwon Choi Song and Steven Song

2002

Jennie Eskin Ekdahl and Kris Ekdahl

2003

Marcus R. Spagnoletti

2005

Anonymous

2006

Chris Chau

2007

Betsy Wilson

Michael Hodge

2008

Sarah Vázquez

Friends of Cate who have Joined the Cate Legacy Society

Anonymous (2)

Charles P. Berolzheimer 

Barbara Bradley

Wilson Bradley Jr. 

Scott Brittingham

Maria Cano

G.W. Douglas Carver 

Margaret Carver 

Pamela Clyne 

Nancy and Edward J. Conner 

Marian Miner Cook

Patricia H. and James F. Crafts Jr. 

John and Pam Craig

Catherine Smith Dart

Janet Davis

Betsy Denison

Melinda and Greg Dexter

Rae and Dan A. Emmett 

Elizabeth Flood

Dorothy Peck Flynn 

George and Sandra Froley

Georgia and Richard N. Fulstone 

Nancy and Spencer Garrett

Anki and Larry Gelb

Amy and Chris Giles

Pete Groetzinger 

Jacqueline and Mikkel Herman 

Lisa Holley

David L. Horowitz

George B. James

Janet (Jenny) Jones

Joan and Wayne R. Kidder 

Marvel and Robert Kirby

Sally and Jim Klingbeil

Ann and Joseph P. Koepfli 

Jeff and Christine Krolik

Penny and Ron Mallen

Sally and David Martin

Pam and J.C. Massar

Janet and John McCann

Jacquie and Harry McMahon

Gail and Edward J. Miller

The O’Connor Family

Constance Bowles Peabody

Duc Pham and Tam LE

Suzanne Pierre

Sarah Preston 

Franklin B. Rohner

Gretchen Marquardt Seager 

Louis A. Simpson

Barbara and Sanderson Smith 

Peggy and Tim Smith

Debbe and Michael D. Sparkuhl 

Leigh and David J. Teece

Barbara R. Temby

Michael Thompson

Jon Twichell

 

Planned Giving Videos

These animated videos provide general information about estate plans and planned giving.

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