The Annual Fund campaign begins on July 1st and concludes on June 30th of each year. Funds help extend the reach of our programs and facilities by providing support for their operation.

In addition, they provide a tax-deductible opportunity for our community to contribute to our financial well-being. Many of the solicitation activities for the annual campaigns are conducted by parent, grandparent, and alumni volunteers.

This fund is a specialized appeal within the Annual Fund, directed to alumni who attended Forman in the 1960s and early 1970s, the last years of John and Julie’s time here. The funds that are raised support our programs and facilities in the same manner that the general Annual Fund does.

This fund provides alumni from this era a special opportunity to honor and remember the lives and heritage of John and Julie Forman.

For more information, contact Director of the Annual Fund Sean Maguire '89, P'22, P'23  at 860.567.2848 or sean.maguire@formanschool.org.

These financial gifts allow Forman to fund major strategic initiatives: technological enhancements, student life programming, facility improvements, and construction, all to ensure the long-term excellence of Forman and its facilities.

Capital giving begins at a minimum of $25,000. These gifts, unlike Annual Fund gifts, can be pledged over a period of two to three years at a minimum and can reflect the name(s) of a donor or a donor’s family. While these gifts usually are made by extremely generous individuals or families, they can be made as a group gift by classes of Alumni, especially during a reunion year.

Please contact Associate Head of School Mike Kowalchick at 860.567.1846 or mike.kowalchick@formanschool.org.

Forman’s endowment consists of funds contributed by various individuals, classes, and foundations to ensure the school's longterm financial strength. Endowment funds are invested, and the annual interest earned is used for the purposes requested by the fund’s donor(s).

Forman's investment policy and spending policies are determined by the Board of Trustees. These gifts offer a personalized and meaningful way to memorialize an individual or honor a class while supporting a worthwhile endeavor and perpetuating its existence.

For more information, please contact Associate Head of School Mike Kowalchick at 860.567.1846 or mike.kowalchick@formanschool.org.

A planned gift involves the transfer of assets affecting the distribution of one’s estate. Gifts of this type enable donors to make larger gifts beyond their current income—and can provide significant tax benefits.

The simplest planned gift is a bequest, a deferred gift left by a donor in his or her estate in such forms as cash, securities, real estate, and tangible personal property, the remainder of an IRA, a tax-sheltered annuity, pension, or profit-sharing plan. Although bequests are not realized immediately, their magnitude can have a major impact on the financial well-being of Forman. Other types of gifts include gift annuities, remainder trusts, lead trusts, and a retained life estate option.

The Copper Beech Society is the acknowledgment circle created to recognize individuals who have advised Forman in writing that they have made Forman a beneficiary in their estate planning. At present, 49 individuals are members of the society. Members are recognized annually in the Annual Report.

For more information, contact Director of the Annual Fund Sean Maguire '89, P'22, P'23 at 860.567.2848 or sean.maguire@formanschool.org.

Forman strongly suggests that you consult your individual financial planner, tax advisor, and attorney before finalizing any planned gift.

These gifts are donations of goods and services such as vehicles, computers, musical instruments, works of art, sports equipment, etc. The school retains the right to not accept gifts that cannot be made use of or that would be costly to maintain or store. IRS rules regarding gift valuation and tax credit are complex and it is best that a donor consult a tax advisor before considering making such a gift.

To discuss a possible gift-in-kind idea, please contact Associate Head of School Mike Kowalchick at 860.567.1846 or mike.kowalchick@formanschool.org.

Matching gifts are corporate benefit programs that allow an employee to have his or her gift to a charitable institution matched, thus increasing the value of the donor’s gift. Donors should check to see if their employer offers a matching gift program, what types of gifts are matched, and what the matching ratio is. The donor must initiate the matching gift with their employer. 

For more information, contact Director of the Annual Fund Sean Maguire '89, P'22, P'23 at 860.567.2848 or sean.maguire@formanschool.org.

Beyond financial gifts, the school values and appreciates the many ways parents, alumni, former parents, and grandparents volunteer their time and expertise to enrich our community. You can get involved by:

• Being an Admission Open House volunteer

• Contacting prospective parents

• Hosting regional admission receptions

• Serving as a grade-level parent representative

• Assisting with Grandparents' and Special Friends' Day programs

• Hosting parent regional, international, and summer receptions

• Finding speakers or presenting at student assemblies

• Assisting with annual and Senior Class fundraising

• Serving as an alumni Class Agent

• Providing career networking opportunities for young alumni

For more information, please contact Associate Head of School Mike Kowalchick at 860.567.1846 or mike.kowalchick@formanschool.org.