Advancement
Giving to Casady

Planned Giving

Create a lasting legacy for Casady School students.

Would you like to leave a legacy with a gift that will continue beyond your lifetime? Donors who include Casady School in their estate plans play a key role in the School’s financial stability and provide support for the School’s mission for years to come. The School’s current endowment exists largely from support provided by the generosity and forethought of past supporters.

All donors who include Casady School in their estate planning are invited to become members of the Roy C. Lytle Legacy Society. It was created in 2005 to honor the Society’s namesake who, at the time of his passing, gave one of the largest planned gifts in the School’s history. Mr. Lytle was a staunch supporter and constant advocate for supporting the School’s efforts. The Society seeks to honor alumni and friends that have included Casady School in their estate plans.

Ways to Give

Casady has many different gift planning vehicles that provide tax benefits, and even income, to the donor from certain types of gifts including, but not limited to:

List of 5 items.

  • Charitable bequests

    This is the most common vehicle used in planned giving. In as little as one sentence, you can complete your gift. For a sample of bequest language please contact the Development Office: we’re happy to help.

  • Charitable gift annuity

    A charitable gift annuity is a simple agreement where a donor makes an irrevocable gift to Casady School and in return receives a regular flow of income for as long as he/she lives. Casady will pay a fixed income on a regular basis (monthly, quarterly, semi-annually, or annually) for the donor’s lifetime (and a survivor’s if desired), based on the amount of the gift, the donor’s age (and, if applicable, the age of the survivor beneficiary) and according to the rate offered at the time the annuity begins. Casady, like many other institutions, uses the rates suggested by the American Council on Gift Annuities.

  • Charitable remainder trusts

    A charitable remainder trust provides an opportunity to make a significant gift to Casady School and receive an immediate charitable income tax deduction while providing you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

  • Gifts of real estate or appreciated assets

    Want to make a big gift to Casady School without touching your bank account? Consider giving us real estate. Such a generous gift helps us continue our work for years to come. And a gift of real estate also helps you. When you give us appreciated property you have held longer than one year, you qualify for a federal income tax charitable deduction. This eliminates capital gains tax. And you no longer have to deal with that property's maintenance costs, property taxes or insurance.

  • IRA rollover distributions

    If you are 70½ years old or older, you can take advantage of a simple way to benefit Casady School and receive tax benefits in return. You can give any amount up to $100,000 per year from your IRA directly to a qualified charity such as Casady School without having to pay income taxes on the money. This popular gift option is commonly called the IRA charitable rollover, but you may also see it referred to as a qualified charitable distribution, or QCD for short.

Roy C. Lytle Legacy Society

The Roy C. Lytle Legacy Society was established in 2005 to honor the  Society's namesake and to recognize alumni and friends who have included Casady School in their estate plans.

  • Anonymous
  • Gary A. Brown, M.D. '65
  • Robert F. Browne '61
  • Susan Neeley Cook '55
  • Mary and W. Rowland '54 Denman
  • Deborah '67 and Paul Dudman
  • Stephen F. Dunlap '60
  • David Gorham
  • Margaret Lytle Griner § '54
  • Dr. Jean Hartsuck §
  • Carolyn Young Hodnett § '53
  • Diane Jackson § '66
  • E. R. Ledbetter Jr. § '53
  • Ann § and Richard § Marble
  • G. Stephen Mason '78
  • Scott '74 and Anna McLean
  • Christi Shdeed Morrow '88
  • Virginia G. Neely §
  • William A. Rookstool '55
  • Jonathan R. L. Schwartz, M.D.§ '74
  • Ellie Lunde Shorb '86
  • Fleur D. Sigmon§
  • Nell A. Sutton §
  • Dorothy Jean Turk
  • Ben Wright '56

List of 1 items.

  • Why I Give

    Margaret Griner '54
I give to Casady in order to honor the Founders of the school: the faculty, the students, the staff and the Board of Trustees.  

I give to Casady to thank Bishop Casady for “lending” us his name.

I give to Casady so that the students of today and those of tomorrow can have the same opportunities I had and the education I received.

We all need to continue to support her so that those Founders and those that came after can be proud of their legacy and WHAT Casady has become. We need to give in whatever way we can. It is the “giving” that is important. I gift TO Casady because I have been given the “gift” OF Casady.

-Margaret Griner '54
If you have questions about making a bequest or planned gift, please contact Betty Jane Garrett, Director of Institutional Advancement, at (405) 749-3161 or garrettbj@casady.org for more information.
9500 N. Pennsylvania Ave., Oklahoma City, OK 73120     |     Phone: (405) 749-3100
Casady School is an independent, co-educational, college preparatory, Episcopal day school serving students in pre-k-12. Educating Mind, Body, and Spirit.
Casady School is a PreK-12, independent, college preparatory Episcopal day school committed to deeper-level learning. Casady School welcomes a student body that reflects the diversity of the world around us and therefore does not discriminate on the basis of race, color, religion, gender identity, sexual orientation, socioeconomic status, nationality, or ethnic origin in administration of its educational policies, admissions policies, scholarship and loan programs, athletics, and other school-administered programs generally accorded or made available to students at the School.