Annual Report
HEAD OF SCHOOL Donald Berger
MISSION
OFFICE OF INSTITUTIONAL ADVANCEMENT 2013-2014
Cape Fear Academy is a learning community committed to discovering and developing individual potential, preparing each student for success in college and life.
Susan Harrell Director of Advancement
CORE PRINCIPLES
Dawn Carter Director of Development Paula Sneeden Alumni Director and Constituency Coordinator
CHARACTER Integrity, Respect, Resilience, Accountability Cape Fear Academy believes that strength of character is an essential element of success. We foster individuals who make good decisions, respect and empathize with others, deal with challenges successfully, deliver on their commitments, and are accountable for their actions. COMMUNITY Cape Fear Academy believes that students thrive in a close-knit community that both nurtures and challenges the individual. We value personal connections and service to others, build supportive relationships, and celebrate diverse talents, perspectives, and backgrounds. OPPORTUNITY Cape Fear Academy believes that participating in a broad range of opportunities stimulates personal growth. We develop the whole child by encouraging participation in athletics, arts, and other extracurricular activities. We challenge students to discover and develop their passions and strengths by providing a wealth of opportunities both in and outside the classroom. ACADEMIC EXCELLENCE Cape Fear Academy believes that our graduates will face an increasingly competitive, rapidly evolving world. We prepare our students by teaching them to think critically and creatively, communicate and collaborate effectively, achieve technological fluency, and become engaged members of our global society. We set high academic expectations and provide a path to success through diverse teaching methods and dynamic learning experiences.
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From Head of School Don Berger The 2013-14 school year came to a glorious conclusion on May 30, as an all-time CFA high of 66 students received their diploma. In this annual report reflection, it is difficult to capture all the excitement, success and optimism of the past school year. There were so many wonderful student and faculty accomplishments last year; my apologies in advance to the many not mentioned.
Another area where I found the 2013-14 school year to be remarkable was the large increase in cross-divisional collaborations that paired older and younger students. Both older and younger students benefitted from the following endeavors:
Our Lower School welcomed new leadership as Susan Boyer, fresh from her administrative post in Vienna, Austria, hit the ground running. Intent on advancing the strategic goal of strengthening our community’s character, Ms. Boyer instituted three new student behavioral expectations: Be Respectful, Make Smart Choices, Be a Good Friend. Intent on raising the bar for all students, Susan worked with faculty to implement Columbia University’s Writers Workshop and began the design of a much more comprehensive Lower School report card. In addition, she organized a series of full Lower School special assemblies, including four talent shows that allowed well over 50 students the opportunity to perform on stage for their peers!
• Older lower school classes became Reading and Math Buddies for our LE and kindergarten students
We also welcomed a new Middle School director, Mr. Peter Hourigan, who joined CFA from the Masters School in Dobbs Ferry, New York. CFA became the first school of any type in Wilmington to offer a formal Chinese class, as a whopping 20 sixth graders learned mandarin under the tutelage of native speaker Lu Xue. Middle School students were treated to an extraordinary Veterans Day Assembly organized by seventh grade English teacher Samantha Morris, where a dozen veterans, representing every war from Korea through our current conflict in Afghanistan, spoke to students in small groups. In January, our Middle School thespians performed The Little Mermaid, Jr. to packed houses (with standing room only on Sunday’s final show). Our Upper School actors also performed to full houses as their rendition of Chicago received rave reviews. Similarly noteworthy, more members of our Upper and Middle School bands were selected to the North Carolina Association of Independent School Honors Band than any other private school in the state. They gave a superb concert in UNCW’s Kenan Auditorium. In the athletic arena, 90% of our 224 Upper Schoolers played at least one sport, and our Girls Soccer and Boys Tennis Teams distinguished themselves with State Championships.
• Little Explorers (LE) and grade 4 CFA Campus Map and Building Project • Third grade and eighth grade Simple Machines Study
• Middle schoolers joined lower school students for a holiday arts and crafts project in December. • First grade and seventh grade buddies worked together on activities throughout the year. • Middle school advisories had active partnerships with LE and kindergarten classrooms. • Upper school Spanish classes read story books in Spanish to LE monthly. • Middle School Green Team worked with Little Explorers to create and maintain raised beds of vegetables and flowers. • Upper school debate class worked with the fourth grade. Finally, I would be remiss if I didn’t mention three other outstanding strategic accomplishments in 2013-14. First, our Advancement Team, with the help of numerous parent volunteers, held our first Holiday Market, a successful fundraising event that opened CFA’s doors to the greater Wilmington community. Second, our parents and employees both participated in workshops where they clarified and defined our school’s core values of respect, integrity, resilience and accountability. The documents are available to all on our website. Third, our school’s positive direction combined with strong work by our admissions staff resulted in a record number of new students (16) who enrolled during the year. Given all of the above and much more, it is with great optimism and that I anticipate continued successes in the 2014-2015 school year.
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The CFA Annual Fund SUPPORTING OPPORTUNITIES THAT SHAPE LIVES
2013 - 2014 ANNUAL FUND CABINET
Fiscal strength and academic excellence go
Development Committee Chair
hand-in-hand,
and
Cape
Fear
Academy’s
tradition of giving is fundamental to the school’s strength and distinctiveness. CFA neither seeks nor receives funding from federal or stateallocated dollars. Contributions from families, alumni, and friends make a tremendous impact on student life at CFA. We are truly grateful to all who chose to make a charitable gift to CFA during the 2013-2014 school year.
Alice Baker
Board of Trustees Development Committee Members
Jennifer Barnes Pete Dugan Mary High Ira Jaffe Marvin Robison
Annual Fund Chairs
Amanda and Mike Baker
Grandparent Chairs
Mr. and Mrs. Gerald Cox
Alumni Chair
Louise Woodbury Mann ‘90
Faculty & Staff Chair Audrey Holsten
2013-2014 Annual Fund
. . . . . . .
2013-2014 Restricted Gifts Endowment Gifts
$225,160.39
. . . . .
$80,424.40
. . . . . . . . . . . . . . .
$52,000.00
Participation Current Parents . . . . . . . . . . . . . . . . . . . . . . . . 72% Faculty and Staff. . . . . . . . . . . . . . . . . . . . . . . 98% Board of Trustees . . . . . . . . . . . . . . . . . . . . . . 94%
Many thanks to our volunteer Annual Fund Cabinet members for their enthusiastic support! 3
“It was an honor to serve as the Annual Fund Parent Chairs for 2013 – 2014. We were grateful for the opportunity to take the passion and energy we have for CFA and share it with other parents. We are proud of the increase in parent participation from 51% during the previous year to 72% at the end of the fiscal year. Thank you to all who supported the effort!” Amanda & Mike Baker Annual Fund Chairs
Financial Picture 2013 - 2014 2013 - 2014 BOARD OF TRUSTEES
Total Revenue $9,772,377.04
LEFT TO RIGHT FIRST ROW:
Ira Jaffe, Christopher Leonard, Mary High, Alice Baker, Janet Tucker, Jennifer Barnes, Sandra Williams
SECOND ROW:
Ellis Tinsley, Pete Dugan, Don Berger (Head of School), Dickson McLean, Marvin Robison, Howard Penton, Chad Paul.
Not pictured: Todd Atwood, David Honeycutt, Allan Middleton, Sarah van Rens
2013 - 2014 PARENTS ASSOCIATION
92.0% 4.5% 3.5%
Tuition & Fees Other Gifts
Total Expenses $9,772,377.04
LEFT TO RIGHT FIRST ROW:
Angie Trask, (Secretary); Cindy Koonce, (Treasurer); Tamara Pasin, (President); Dena Collie (Vice-President)
SECOND ROW:
Kim Stephenson, Cindy Dugan, Mona Jones, Michelle Caviness, Crystal Peebles, Frankie Moulton.
THIRD ROW:
Jennifer Waldrop, Leslie Tinsley, Laura Leonard, Jennifer Chiavetta, Porter Young, Robin Earp, Audrey Tomosunas
59.8% 9.3% 8.7% 8.6% 7.3% 6.3%
Salaries & Benefits Debt & Reserve Expenses Financial Assistance Plant Operations Instructional Expenses Schoolwide Operational
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Community Cape Fear Academy Launches Business Partnership Program Connecting to Prominent Community Employers A new effort over the last year has proven that intentional connections between CFA and area businesses can be beneficial to all. With the premise that Cape Fear Academy offers the Wilmington area’s strongest college preparatory program, partnerships with UNC-W, PPD, Live Oak Bank, GE, and New Hanover Regional Medical Center are being developed, with other businesses forthcoming. The companies who are committing to the partnership program agree to promote CFA to their employees for consideration of enrollment of their children. The business agrees to include information about Cape Fear Academy during the hiring and orientation process for employees. In return, they are promised campus tours with the Head of School and a streamlined admission process for those they refer. In addition, each partner business agrees to establish a contact person with whom Cape Fear Academy’s Director of Admissions and other appropriate personnel can communicate to relay pertinent information and discuss collaborative possibilities. Partner businesses also agree to consider the possibility of creating an internship position for a CFA student as part of the Summer Internship Program. Other possible collaborations might include a joint community service project, supplying a guest speaker for Cape Fear Academy’s career day, and/or appropriate visits by student groups. In return, the business would be recognized on the CFA website, in the annual report, and in the student newspaper. Head of School Don Berger summed up the successes to date. “I am very pleased that six of Wilmington's largest and most prominent employers have reacted so positively to this partnership. We expect these relationships will increase enrollment and enrich our students' academic experience.”
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Opportunity Alums Release Music Video: From CFA Talent Shows to Professional Musicians The Rosannah Sisters Shine Throughout their career as Cape Fear Academy students, Roxanna and Rebecca Goudarzi shared their musical talents - from Vocal Ensemble to musical theater to musical collaborations with other student groups. At their first public performance as a sister act, they won the Cape Fear Academy Star Search Competition, performing “The First Cut is the Deepest.” The sisters feel very lucky to have attended a school where students are encouraged to explore and succeed in the arts as a creative outlet. While they always were interested in music, having so much exposure to music and opportunity to perform at school drove their ambition to take their hobby to the next level. Upon graduating from Cape Fear Academy in 2005, Roxanna began her college career at Duke University. At Duke, Roxanna completed a BS in Economics while pursuing a Music minor in vocal performance. Rebecca graduated from CFA in 2007 and pursued her Bachelor of Arts in Spanish at Davidson College. After graduation, she spent time in Los Angeles working in television and film, where she became a member of SAG-AFTRA. In Los Angeles, Roxanna and Rebecca reconnected and formed their musical duo, composing, recording, and performing regularly. Today, Roxanna and Rebecca are writing music and performing as a folk/pop duo called “The Rosannah Sisters.” They have released their first 3-track EP, Wishing Well, which they recorded during the last year in Los Angeles. They also just released their first official music video for their song “Wishing Well,” directed by CFA’s own Benedict R. Fancy.
“At CFA, we were instilled a strong sense of work ethic and dedication to both our peers and our teachers. This has encouraged us to work hard in both our career and extracurricular pursuits, even when scheduling gets crazy. At CFA, we could see that one person could make a difference - whether it was their involvement in a student club, their contribution to a class discussion, or their performance on a sports team. Everyone could shine in their own respective ways, and this encouraged us to find our niche at our respective colleges and in our respective fields.”
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Character CFA Leads NCAIS Honor Band Cape Fear Academy band students and their director, Ms. Rebecca Best, hosted the NC Association of Independent Schools Honor Band on October 10-11, 2013. CFA had a record of 27 students selected into the band, the highest number ever! The concert was held in Kenan Auditorium on the campus of UNCW. Ms. Best summed up the experience: “We were pleased to host this event and even more excited that so many of our students were selected for this prestigious group of performers. �
Veterans Day: Middle School Introduces a New Tradition On November 12, 2013, Middle School students and faculty began a new tradition of honoring those who have served our country in the military. They hosted several Armed Forces veterans spanning conflicts from WWII through Afghanistan who shared their experiences in their respective service branches. As a school, CFA prides itself in engaging students to be active learners. By having these veterans on campus, our students interacted with and learned from those who served our country. The event began with an assembly in the Erin E. McNeill Fine Arts Center, where the veterans were introduced to the students. This was followed by smaller breakout sessions where groups of students engaged with a veteran who shared his or her particular military experiences. Then the students had opportunities to ask questions of these esteemed Americans. Students expressed strong interest in continuing this event for future Veterans Day observations.
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Academic Excellence CFA Launches Area’s First Mandarin Program August 2013 ushered in the first set of students who will be learning Mandarin Chinese in Middle School at CFA. This began the only Chinese language class taught in any primary school, secondary school, or even college in the greater Wilmington area.
Photo Courtesy Ken Blevins/Starnewsonline
The program began with 20 sixth-grade students who will keep taking Mandarin Chinese as they move through middle school and on into high school. The plan is to continue to offer a beginning Mandarin Chinese class for each new group of sixth-grade students.
China's growing population and its economic influence prompted Cape Fear Academy to start the program. The school chose Mandarin because it is the most recognized dialect of the Chinese language. It is considered the official language in China, and it is widely spoken in other Asian countries, including Singapore and Malaysia. Teacher Lu Xue grew up in China and came to the U.S. to attend Vanderbilt University. She enjoys teaching this new language as well as elements of her native culture.
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The Year in Review 2013-2014 AUGUST 2013 • CFA opens its 47th year. • Work begins on the Year One goals of the Strategic Plan 2013-2018. • Columbia University Writer’s Workshop curriculum implemented in Lower School.
SEPTEMBER 2013 • AdvancED/SAIS accreditation team visits campus for three days to validate the CFA self-study. • CFA has 27 students named to the North Carolina Honors Band – the most of all NCAIS schools.
OCTOBER 2013 • CFA Band Program hosts NCAIS Honor Band at UNCW. • AdvancED/SAIS recommends renewing accreditation for CFA. • Varsity Girls Tennis team finishes runner-up in NCISAA State Tournament.
NOVEMBER 2013 • Upper School Drama performs Candid and The Insanity of Mary Girad at North Carolina Theatre Competition, receiving five awards. • Cape Fear Academy holds the first Holiday Market fundraiser in the Athletic Center. • Middle School launches Veterans Day program to honor local veterans.
DECEMBER 2013 • Middle and Upper School Band and Vocal Ensembles hold holiday concerts.
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JANUARY 2014 • Upper School Theatre performs Goodnight Desdemona, Good Morning Juliet. • Nine CFA art students, grades 7 -12, are recognized by the prestigious 2014 Eastern/Central North Carolina Scholastic Awards, a program representing the best work from both public and independent schools, from the triad region to the coast. • Middle School participates in the third annual Project Week, a week devoted to cross-curricular, cross-grade, collaborative efforts with an emphasis on team building, problem solving, and higher-order thinking.
FEBRUARY 2014 • Middle School Musical Disney’s The Little Mermaid, Jr. is performed in front of record crowds in Erin E. McNeill Center. • Head of School Don Berger presents State of the School address. • Over eighty students attend YMCA Youth and Government in Raleigh. • CFA launches a school information app for Android and IOS devices. • Parent Association develops exemplars of CFA core values of respect, integrity, accountability, and resilience.
MARCH 2014 • Eighth grade participates in a new community service program by cleaning on the Battleship North Carolina. • Upper School Musical, Chicago, begins a long weekend of sold out performances at Thalian Hall.
APRIL 2014 • Golf and tennis community game day held at Brunswick Forest.
MAY 2014 • First Grade Circus is held in Athletic Center as CFA’s first major presentation streamed live.
2014
• Founder Henry E. Miller, Jr. (Gene) is named Cape Fear Academy Honorary Alumna. • Class of 2014 graduates as the largest class in CFA history with 66 students.
• Varsity Boys Tennis and Varsity Girls Soccer each win NCISAA State Championships on same day.
JUNE 2014
• Don Berger is named President of the NC Association of Independent Schools beginning in July 2014.
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2013 - 2014 Annual Fund Gifts Current Parents, Faculty & Staff July 1, 2013 - June 30, 2014
Circle of Excellence $10,000 and above Mr. Joe McKinney
Founders’ Circle $5,000 - $9,999 Mr. and Mrs. Michael R. Baker, Jr. Mr. and Mrs. Richard S. Johnson Mr. and Mrs. Stephen J. Sullivan Mr. and Mrs. John P. Talbert, Jr. Mr. and Mrs. Raney B. Webb Mr. and Mrs. Richard B. Williams
Trustees’ Circle $2,500 - $4,999 Mrs. Kathy Batchler Mr. and Mrs. Stanley R. Carraway, Jr. Mr. Francis X. Corcoran In memory of Maysie Anderson Mr. and Mrs. Kenneth Z. Crumrine Dr. and Mrs. Peter L. Dugan Ms. Annie Graham Mr. and Mrs. Ira H. Jaffe Mr. M. Shane Jones and Dr. Mona Jones Dr. and Mrs. Peter N. Kane Mr. and Mrs. David Mann Mr. and Mrs. James A. McCormick Mr. and Mrs. Charles A. Paul, III Mr. and Mrs. Richard D. Randall Dr. and Mrs. Ralph J. Reda Mr. and Mrs. David S. Simmons Dr. and Mrs. G. Henderik van Rens Mr. and Mrs. James L. Waldrop
Head of School’s Circle $1,000 - $2,499 Anonymous Mr. and Mrs. Todd A. Atwood Mr. and Mrs. David A. Barnes 11
Mr. and Mrs. Donald S. Berger Dr. Adam P. Brown Mr. Alejandro M. Catania and Mrs. Kathryn J. Griffin Dr. and Mrs. Ronald E. Copley In honor of Alyx Copley Mr. and Mrs. G. Stephen Diab Mr. and Mrs. Matthew Dill Mr. W. Bart Edge In memory of Margaret Edge Dr. and Mrs. Robert D. Gabbard Mr. Timothy E. Gardner and Mrs. Shahrzad Nasseri-Gardner Dr. and Mrs. Kamran Goudarzi Mr. and Mrs. Bradley H. Hale In honor of Cooper Hale Mr. and Mrs. Don Harley, Jr. Dr. and Mrs. Gregory J. Johnson Mr. and Mrs. Stephen Kohut Mr. and Mrs. Thomas M. Looney Mr. and Mrs. Allan F. Middleton Mr. Brett J. Martin and Mrs. Jennifer S. Halna du Fretay Mr. and Mrs. David S. Massey Mr. and Mrs. Hugh F. McManus, III Dr. and Mrs. Thomas E. Melin Dr. and Mrs. Timothy H. Mihle Mr. and Mrs. Ilario Pantano Dr. S. J. Patel and Dr. Ami S. Patel Mr. and Mrs. Robert Pelosi Mr. and Mrs. Marvin O. Robison Mr. and Mrs. John R. Sloan Mr. and Mrs. David H. Sprunt Mr. and Mrs. T. Benton Stephenson Dr. and Mrs. Ellis A. Tinsley, Jr. Mr. and Mrs. Mark S. Tinsley Mr. and Mrs. Neil Underwood Dr. and Mrs. Miller J. van Vliet Mr. and Mrs. William T. Wall
Loyalty Circle $500 - $999 Dr. and Mrs. Mark T. Armitage Mr. and Mrs. Johnnie C. Baker, Jr. Mr. and Mrs. Patrick Ballantine Ms. Marie B. Beermann Mr. and Mrs. Greg C. Berry Mr. and Mrs. Michael C. Boggio Mr. and Mrs. Claude J. Bouchard, III In honor of Mason Bouchard Mr. and Mrs. Russ N. Britton Dr. and Mrs. Robert L. Brownlow, II Mr. and Mrs. Duane S. Burnette Mr. and Mrs. Watson G. Caviness
Mr. and Mrs. Bruce A. Chappell, Jr. Dr. and Mrs. Thomas M. Dalton Dr. and Mrs. Gregory R. Davis Dr. and Mrs. David L. Greco Mrs. Susan Harrell Mr. and Mrs. Pembroke N. Jenkins, Sr. Mr. and Mrs. William C. Jordan Dr. and Mrs. David M. Kraebber Mr. and Mrs. Christopher J. Leonard Mr. and Mrs. Frederick W. Lewis, III Mr. and Mrs. Nelson MacRae Mr. and Mrs. Peter Martin Mr. Edward V. McCaleb and Ms. Jana C. Moore Dr. and Mrs. Michael S. McGarrity Dr. Richard R. Meehan and Dr. Sheri L. Carroll Dr. and Mrs. Richard S. Moore, Jr. Dr. Anthony K. Njapa and Dr. Jacqueline Njapa Dr. and Mrs. Michael A. Papagikos Mr. and Mrs. Richard J. Pasin Mr. and Mrs. Michael H. Pollak Dr. T. William Porter and Mrs. Lee E. McCrillis Mr. and Mrs. Brannon K. Smith Mr. and Mrs. Edward L. Smith Mr. and Mrs. Bonner H. Thomason, III Dr. and Mrs. Benjamin E. Wall Dr. and Mrs. Leo V. Warshauer Mr. and Mrs. H.B. Wells, Jr. Mr. and Mrs. William A. Williams Mr. and Mrs. Lanny T. Wilson Mr. and Mrs. Vance B. Young
Honors Circle $250 - $499 Dr. Robert M. Adams, IV and Dr. Kimberly S. Adams Dr. Alfonso P. Austria, III and Dr. Maria L. Austria Mr. and Mrs. Ryan A. Barclay Mrs. Jean S. Bellamy Mrs. Lisa S. Bowling Ms. Susan A. Boyer Mr. and Mrs. Reynold Carrera Ms. Dawn Brinkley Carter In honor of Hinton, Mollie, and Will Carter Mr. and Mrs. Albert N. Cavagnaro Dr. Robert Cortina and Dr. Christine P. Cortina Mr. and Mrs. David B. DeMoss Mr. and Mrs. David C. Durham
Mr. and Mrs. R. Blake Frazier In honor of Cole Frazier Mr. and Mrs. Jason L. Gilbert Mr. and Mrs. Chad T. Gilliam In honor of Kaia Gilliam Mr. and Mrs. Winslow E. Goins Mr. and Mrs. J. Dwayne Graham Dr. William A. Gramley and Dr. Grace Gramley Dr. Andrew J. Hall Dr. Sandra L. Hall Dr. and Mrs. William W. Hope Mr. and Mrs. Robert E. Keith Mr. and Mrs. Robert Kellogg Mr. and Mrs. Kenneth W. King, Jr. Mr. and Mrs. Brett C. Knowles Mr. and Mrs. Alexander B. Koonce Mr. and Mrs. Abraham Laham Ms. Lisa S. Lefler In honor of Lottie Jo Skinner Dr. and Mrs. David P. Lensch Dr. and Mrs. Yang-Pi Lin Mr. David G. Martin and Dr. Shona F. Martin Dr. Michael M. Marushack and Dr. Mary G. Frederick Mr. and Mrs. James E. McGinness Mr. and Mrs. D. Anthony Medlin Mr. and Mrs. Charles E. Mintz Mr. Mark Morris and Ms. Diane S. Beecher Dr. and Mrs. Michael P. Moulton Mr. and Mrs. Paul C. Parker In honor of Will Parker’s teachers Mr. and Mrs. Christopher N. Reid Ms. Barbara Sabatini Dr. and Mrs. Areen T. Said Mrs. Ani Scuteri Mr. and Mrs. Vivek Sikka Ms. Paula J. Sneeden Mr. and Mrs. Ronald P. Stirrat Dr. and Mrs. Mark J. Sutherland Mr. and Mrs. Mark R. Sweeney Mr. and Mrs. R. David Sweyer Mr. and Mrs. James B. Tait, Jr. Mr. and Mrs. Raiford G. Trask, III Mr. and Mrs. Mark E. Vliet
Dr. and Mrs. Mark A. Weiss Mr. and Mrs. Harold W. Wells, IV Mr. and Mrs. Brian R. West In honor of Mr. Peter Hourigan Dr. and Mrs. Barton G. Williams, Sr. Mr. Jeffrey L. Zimmer
Academy Circle $100 - $249 Anonymous (3) Mr. and Mrs. J. Scot Andrews Mr. and Mrs. Thomas P. Arnold Mrs. Regina Ann Autry In memory of Earl L. Autry, Jr. Mr. and Mrs. Joseph W. Baggett, Jr. Mr. and Mrs. Thomas C. Ballard, Sr. Mr. and Mrs. Christopher Boney Mr. Timothy M. Bourne Mrs. Laura Bowen Mr. and Mrs. Herbert F. Butler, III In honor of Brie Butler Mr. and Mrs. Jeff Callahan Mrs. Stella K. Carter Mr. and Mrs. Paul H. Collie Mr. and Mrs. Raymond R. Cook, III Mr. and Mrs. Bradley J. Cooke Ms. Carrie Coonce Mrs. Becky Copenhaver Mr. and Mrs. Michael J. Culbertson Mr. and Mrs. Gordon Dalgleish Mr. and Mrs. James N. Doster Mr. and Mrs. William H. Dozier, Jr. Ms. Dolores Duffy Mr. and Mrs. M. Thomas Early Mr. and Mrs. Stephen T. Ellison Dr. and Mrs. David A. Esposito In memory of Irene T. Esposito Mr. and Mrs. David B. Fascher Mr. and Ms. Jason J. Gatt Mr. Michael Giblin and Ms. Bonnie Perchard Mr. Jarrod L. Gray Mr. and Mrs. E. Deans Hackney, Jr. Mr. and Mrs. C. Edward Hales, III In honor of Griffin Hales Mr. and Mrs. David Hancock
Mr. and Mrs. F. Scott Harry Mr. and Mrs. Jerald G. Head Mrs. Lorann B. Hellens Mr. and Mrs. Dennis W. Henneke Mr. and Mrs. Robert M. High Mr. and Mrs. E. Flint Hill Mr. and Mrs. John M. Holden Mrs. Audrey Holsten Mr. and Mrs. Paul Horning Mr. and Mrs. Jason Huffman Mr. and Mrs. D. L. Hughes Mr. and Mrs. Joseph L. Jackson Mrs. Ann Jenkins Mr. and Mrs. Robert O. Judge Mr. and Mrs. Connor C. Keller Ms. Lisa F. King Ms. Allison E. Klein Dr. and Mrs. Kenneth W. Kotz Mr. and Mrs. W. Daniel Lee Dr. Tor M. Ljung and Dr. Martha L. Ljung Mr. Frederick C. Locke and Ms. Elizabeth A. Henry Mr. and Mrs. Vincent Lopez Mr. and Mrs. Philippe M. Maitre Dr. and Mrs. Peter G. Manolukas Dr. and Mrs. Albert W. Marr Dr. and Mrs. Rano T. Mathew Dr. Neil H. McCullough and Mrs. Andrea C. Schwarz Mr. and Mrs. J. Dickson McLean Mr. and Mrs. Christopher M. Meehl In honor of Peggy and John Meehl Mr. and Mrs. Frederick M. Meyers Mr. and Mrs. Shane Miller In honor of Everlee Miller Mr. John H. Nunez and Mrs. Alejandra Lopez-de-Nunez Mr. and Mrs. Brant N. Oberg Mr. Shashin B. Patel and Dr. Sejal S. Patel Mr. Robert A. Plazzo and Dr. Lisa A. Plazzo Dr. and Mrs. George D. Robison, IV Mr. and Mrs. Todd A. Rodzik Mr. and Mrs. Matthew L. Scharf Mrs. Jennifer H. Schwartz Mr. and Mrs. Albert M. Shaheen
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2013 - 2014 Annual Fund Gifts Mr. and Mrs. Patrick A. Smith Mr. and Mrs. James A. Spicuzza Mr. and Mrs. Otha L. Swepson, III Mr. and Mrs. Jeffrey C. Sweyer Mr. and Mrs. Walker Taylor, IV Mr. Michael Teer Ms. Pamela K. Thibault Mr. and Mrs. Roger D. Tucker Mr. and Mrs. Stuart H. Tyndall Mr. and Mrs. Thomas H. van Arsdale Mr. and Mrs. Joseph S. Wells Mr. and Mrs. Gordon Whitwell Dr. and Mrs. James E. Williams, Jr. Dr. and Mrs. S. Austin Yeargan, III Mrs. Lori Zito
Circle of Friends Up to $99 Anonymous Mr. Cody Adams Mr. and Mrs. Freddie G. Adams Mr. and Mrs. Jonathan E. Allen Mr. and Mrs. J. Richard Andrews Mr. Loren Baysden Ms. Claire M. Bennett Mr. and Mrs. Philip R. Bernard Ms. Rebecca Best Mr. and Mrs. John R. Best Mrs. Jamie W. Bonetti Mrs. Kelly Borton Dr. and Mrs. David G. Bunn Mr. and Mrs. Paul R. Buren Mr. Mark Campbell Mrs. Julie Capps Mr. and Mrs. W. Thomas Carter Mr. and Mrs. Dwight A. Crim Mr. and Mrs. Gene M. Croom, Jr. Mr. and Mrs. Mark A. Deese In honor of Rebecca Deese Mr. and Mrs. Anthony DiBernardo Mr. and Mrs. Mike Dugan Ms. Carrie Falino Mr. and Mrs. Benedict Fancy Ms. Karen Federico Mr. and Mrs. John J. Ferrante Mr. and Mrs. Sean A. Franklin
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Mr. and Mrs. Carr Fullagar Mr. and Mrs. Nathan Gergel Ms. Elizabeth Gibbs Mr. and Mrs. Paul H. Gilbert Mr. and Mrs. Robert V. Girolami Ms. Megan Green Mr. and Mrs. Raymond D. Groh Mrs. Kimberly Halle Mr. and Mrs. Stephen H. Hamilton, Jr. Ms. Montrece S. Hargrave Ms. Rachel Hatfield Mr. and Mrs. T. Scott Hinson Mrs. Leigh Ann Hodges Mr. and Mrs. Lucas C. Holliday Mr. and Mrs. David M. Honeycutt Ms. Denice B. Hopper Mr. John Peter Hourigan Mr. and Mrs. Kenneth R. Jernigan Mrs. Ginny P. Johnson Mr. and Mrs. F. William Kanzinger Mr. and Mrs. Michael T. Kleppinger Mr. and Mrs. Jay M. Kranchalk Mr. and Mrs. Jeffrey Lalier Mr. and Mrs. Brannon C. Lancaster Mr. and Mrs. Johnny Lancaster Mrs. Debbie Leonard Mr. and Mrs. Will E. Leonard Mr. Roy Lettieri Ms. Sherry K. Loftfield Mr. David Loudermilk Ms. Sheril MacCurry Mrs. Dominique Mackenzie Mrs. Lisa Mansfield Ms. Katherine Thomas Marapese Mr. Jeffrey McAllister Mr. and Mrs. Peter G. McCallion Mr. Peter W. McClain and Dr. Mary H. McClain In honor of Anna McClain Mr. and Ms. David C. McCullough Mr. and Mrs. Meade P. McFarlane Ms. Kelly McGarry Mrs. Lauren McLean Mr. and Mrs. J. Bradford Mickle Mrs. Lisa Miller Mrs. Becky Mills Mr. and Mrs. Thomas B. Mills
Mr. and Mrs. Charles G. Mitchell, III Ms. Mary Lyons Mitchell Ms. Samantha Morris Mr. and Mrs. Todd H. Morton Mr. Michael Ormsby Mr. Bobby Palmer Mr. Jonathan Paschal Ms. Emma Paz Mr. and Mrs. D. Harrison Peebles, III In honor of Davon & Grant Peebles Mrs. Sue Petrie Mrs. Nancy Phillips Mr. and Mrs. Albert G. Preik, Jr. Mrs. Barbara Proctor Mrs. Kim Provencher Mr. and Mrs. Ronald P. Ragan, Jr. Mr. and Mrs. Patrick M. Ragon Dr. and Mrs. Alan J. Reid Mrs. Jan Reid Mr. and Mrs. Andrew A. Rojek Mr. John Rossi Mrs. Mary L. Schrader Ms. Carole Schuler Mrs. Gretchen Z. Scoutelas Ms. Nicole B. Slaughter Ms. Melissa Slovik Mr. and Mrs. Steven Smits Mr. Joshua H. Snyder Ms. Vicki M. Soltis Ms. Gretchen Soule Ms. Gloria Spillers Mr. and Mrs. Baird A. Stewart Mr. William Brent Stimmel Ms. Mallory Tarses Mr. and Mrs. Eric G. Tomosunas Ms. Danielle L. Villegas Mr. and Mrs. Joseph H. Wasserman Dr. and Mrs. David E. Weaver Mr. and Mrs. Richard A. Webber Dr. and Mrs. James L. White Ms. Tempe Williamson Mr. and Mrs. John P. Wnek Mr. and Mrs. John R. Wojciechowski Ms. Lu Xue Mr. and Mrs. Christopher A. Yohe Ms. Patty Zanella
Corporation & Foundation Gifts
Designated Gifts $10,000 and above The Forrest Lewis Family Financial aid for deserving students
$5,000 - $9,999 Mr. and Mrs. Wayne Carlstedt CFA greenhouse
$2,500 - $4,999 Dr. Sunil K. Arora and Dr. Kavita S. Persaud Middle School math department/professional development Dan Cameron Family Foundation CFA Holiday Market
$1,000 - $2,499 The Judge Family Funding provided for the printed publication of the Hurricane for 2013/14 year Dr. and Mrs. Timothy H. Mihle Varsity cheerleading uniforms
Up to $999 Dr. and Mrs. David M. Kraebber 3D printer Dr. and Mrs. Thomas M. Dalton Varsity cheerleading uniforms Mr. and Mrs. Brett C. Knowles Varsity cheerleading uniforms Mr. Steve Krasnipol Fine Arts department Mrs. Carollee Vernon Lower School hall upgrades
IBM UBS Employee Giving Program TARGET Harris Teeter, Inc.-Together in Education Glaxo Smith Kline Lands' End, Inc. The Balloun Fund of The Community Foundation of Greater Atlanta The R.T. Dooley Family Fund Harvest Charities – Ms. Claire Efird and Mr. and Mrs. Stephen J. Sullivan Clannad Foundation Colgate Palmolive Company GE Foundation Roehr Family Foundation, Inc. The Johnson Family Fund The Talbert Family Foundation Dan Cameron Family Foundation U.S. Bank Foundation The Balloun Family Foundation Wells Fargo Educational Matching Gift Program
Alumni Memorial Garden Fund Dr. and Mrs. John F. Mearns In memory of Michael Lentz Dr. Matthew Partrick Ms. Leslie A. Yarborough Mrs. Molly Mason Masich Mr. Herbert Kuppin Mr. and Mrs. William F. Mayo Mr. Robert K. Miller, Jr. In honor of Emory Miller, Class of 2003 Mr. Taylor Stanfield Mrs. Lauren Mobley Cline Mrs. Jennifer Smith Bissette Mrs. Ani Scuteri In memory of Michael Lentz Mr. Thomas Suddarth Ms. Susan S. Van Note Mr. Aaron Joachim Mrs. Becky Yoffe Poplau In memory of Michael Lentz
Parents of Alumni Mr. and Mrs. Robert M. High Mr. and Mrs. Carroll M. Lipscombe, Jr. In honor of Dakota Lipscombe Mr. and Mrs. J. Dickson McLean Dr. Robert K. Miller Mr. and Mrs. Ira D. Poppel Mr. and Mrs. William B. Squire
Cape Fear Academy Endowment Harvest Charities Balloun Family Foundation
Dott Taylor Hooten Endowment The endowment is named for a beloved chemistry, math, and physics teacher who served Cape Fear Academy from 1978 until 1985. She first came to Cape Fear Academy as a parent in 1973. Her two sons, Jimmy and Mark, both graduated from the Academy, in 1979 and 1982, respectfully, and became physicians. Upon her death in 1986 friends and family started the endowment and its award in memory of Dott and her dedication to math and science. Dr. James P. Hooten, Jr. Dr. Mark T. Hooten
R. T. Dooley/Matthew 25 Fund Established and funded in 2001 by the R.T. Dooley Family; this fund’s vision is to provide financial assistance to deserving Upper School students thereby affording them the opportunity to attend Cape Fear Academy. The spirit of the Dooley family’s generosity is captured in excerpts from the Bible, specifically the Gospel of Matthew 25:35; “…for I was hungry and you gave me food, I was thirsty and you gave me drink, I was a stranger and you welcomed me…” and “Truly, I say to you, as you did it to one of the least of my brethren, you did it to me.” Mr. and Mrs. J Dickson McLean Mr. and Mrs. R.T. Dooley 14
2013 - 2014 Annual Fund Gifts Grandparents
July 1, 2013 - June 30, 2014 Founders’ Circle $5,000 - $9,999 Mr. and Mrs. James S. Balloun In honor of Mack and Raney Webb Mr. and Mrs. Wayne Carlstedt Mrs. Vicki Maitre
Simmons Scholarship for the Performing Arts This fund’s vision is to provide an annual $1,000 scholarship for an outstanding performing arts student. Mr. and Mrs. Clayton Jenkins Mr. and Mrs. James O. Wenning, Jr.
Elizabeth H. White Professional Development Fund Named and established in honor of Libby White, beloved CFA Lower School Director, who served Cape Fear Academy from 1989 – 2013. This fund’s vision is to provide professional development opportunities for Lower School faculty. Mr. Alexander Leighton Mr. Ryan Leighton Dr. and Mrs. Richard M. Leighton GE Foundation Mr. Elliott Miller Mr. and Mrs. Robert M. High
Minority Scholarship Fund This fund’s vision is to promote diversity within the CFA student body by providing financial assistance to mission appropriate, deserving minority students. Mr. and Mrs. Richard S. Johnson Mr. and Mrs. Ronald B. McNeill Roehr Family Foundation, Inc.
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Trustees’ Circle $2,500 - $4,999 Mrs. Mona C. Black In honor of Adrian Jones Mrs. Carollee Vernon
Head of School’s Circle $1,000 - $2,499 Mr. and Mrs. Richard C. Andrews Mr. and Mrs. J.C. Ballantine Mr. and Mrs. Ronald B. Beasley In honor of Colin Beasley Mr. and Mrs. David Dunn Mrs. Ann M. Gallop Mr. Eugene E. Mallar, Jr. In honor of Anna Berger Ms. Phyllis McGovern Dr. and Mrs. Fred Nasseri
Loyalty Circle $500 - $999 Anonymous Mrs. Louise Austell In honor of Louise and Libby Wells Mrs. Rachel C. Camp Mr. and Mrs. Andy Dalton Mr. J. Rodney Felts In honor of Fisher, Caroline, and Abigail Yeargan Mr. and Mrs. Adair M. Graham Mr. and Mrs. Chia-Shi Lin Mr. and Mrs. Leon Skinner Mr. and Mrs. John B. Talbert, Sr. In honor of Sarah and John Patrick Talbert
Honors Circle $250 - $499 Mr. and Mrs. James B. Adams In honor of Adelyn Massey Mr. and Mrs. George Boggio Mr. and Mrs. Alex Gianoplus In memory of Christina Gianoplus
In honor of the Gianoplus children Ms. Mary Ann Hill In honor of Zane and Gage Hill Ms. Diane W. Lassiter In honor of Mason Bouchard and Kyle King Mr. and Mrs. Leonard E. Mann In honor of Arrison Moya Mr. and Mrs. Henry H. Massey, Jr. In honor of Adelyn Massey Dr. and Mrs. Frederick J. Meine Mr. and Mrs. Richard S. Moore In honor of Trey, Libby, and Walker Moore Dr. A. Michael Moulton Mrs. Charlotte G. Yarbro
Academy Circle $100 - $249 Mr. and Mrs. Bob Allen In honor of Davon and Grant Peebles Mr. and Mrs. Donald E. Bender Mr. and Mrs. Willis E. Blackwelder, Jr. In honor of Hayes Gilbert Mr. Thomas Budd Ms. Marion Butler In honor of Brie Butler Mr. and Mrs. E. R. Carter, Sr. In honor of Mollie and Will Carter Mrs. Marie W. Cherry In honor of Jack Beermann Mrs. Annette M. Davis Dr. Franklin G. Dill Mr. and Mrs. Anthony Ejinconye Mr. and Mrs. Jack Fancher Mr. F. Chadbourn Farriss Mr. and Mrs. Ronald G. Fascher In honor of Colson and Luke Fascher In honor of the Class of 2014 Mr. and Mrs. Lawrence A. Gray Dr. and Mrs. George C. Hemingway, Jr. In honor of Elizabeth and Carolyn Baker Dr. and Mrs. Julian C. Henderson Mr. and Mrs. Bill Hollows In honor of Caitlin Rodzik Ms. Diana P. Huckins Rev. and Mrs. Robert N. Huffman In honor of Anna McClain Mr. and Mrs. Marshall Johnson Mrs. William Joyner In honor of Will Parker Mr. and Mrs. Fred M. Keller, Jr. Mr. and Mrs. Robert G. Knowles Mr. and Mrs. Michael A. Kranchalk
Mr. and Mrs. Duncan McFarlane In honor of Delia and Campbell McFarlane Mr. and Mrs. Hugh MacRae, II Mrs. Betty S. McKenzie In memory of Granddad Pete Mr. and Mrs. Stanley Miller In honor of Everlee Miller Mr. and Mrs. John S. Monroe Dr. and Mrs. Albert Shaheen Mr. and Mrs. J. Ron Summers In honor of Lee Jackson Mr. and Mrs. Dolph Van Laanen In honor of Sylvia and Jason Atwood Dr. and Mrs. George Wall In honor of George and Henry Wall Mr. Michael B. Wang Mrs. Mary K. Watkins Mr. and Mrs. Robert Watson In honor of Ethel W. Jackson Mr. and Mrs. Jim Weber Mrs. Ann Young
Alumni
1992 Mrs. Meridith McAtee Walters
1974 Mr. Lonnie B. Williams, Jr.
1993 Mrs. Amanda Paul Holliday Mr. Eric Julien Mr. Christopher J. Leonard Mr. Harold W. Wells, IV
Circle of Friends Up to $99
1982 Mrs. Lisa Ormand Taylor Mr. Olivier van Dierdonck Mrs. Sandra McKenzie Williams
Anonymous Mrs. Dot Ballard Dr. and Mrs. Allan A. Berger Mr. Irving Bloom In honor of Stella and Addie Bloom Mr. and Mrs. George Diab Mr. and Mrs. Henry O. Feith Ms. Maureen Juneau Mr. Jack F. Parks In honor of Cameron, Chase, and Shane Stephens Mrs. Gwen Reid Mrs. Frances Y. Trask
1975 Mr. D. Scott Corbett 1976 Mr. W. Bart Edge (Margaret Cameron Edge) Ms. Paula Sneeden
1979 Mr. Jim Brown
1995 Mrs. Lauren Mobley Cline Mrs. Jean Graham Keller Mr. Will Leonard Dr. Matthew Partrick Mr. Taylor Stanfield Mr. Thomas Suddarth Mrs. Helen Lambeth Wells Mr. J. Steve Wells
1980 Mr. Frederick W. Lewis, III
1997 Mrs. Shannon Morris Fox
1981 Mrs. Edie Nelson Brown Ms. Claire Efird
2000 Mr. Charie Boisky
1977 Mrs. Hilda Cameron Dill Mr. Nelson MacRae
1983 Mr. Patrick Ballantine Captain Bradford Byrnes Mr. John Sloan 1985 Mr. David Sprunt Mrs. Katharine Efird Sullivan 1986 Mrs. Sara Butler Honeycutt Mrs. Elizabeth Sloan Mickle 1987 Mr. Johnnie C. Baker, Jr. Mr. Alexander B. Koonce Mr. David Martin Mrs. Liz White MacRae 1989 Mr. Michael Teer 1990 Mrs. Louise Woodbury Mann
2001 Mrs. Jennifer Smith Bissette Mr. Aaron Joachim Mrs. Becky Yoffe Poplau 2002 Mr. Carr Fullagar 2003 Mr. Elliott Miller 2004 Mr. Brendan Hayes Ms. Renee Walker 2006 Ms. Gemma Schrum 2008 Ms. Emily Brown LtJG Benjamin Currin Mrs. Suiter Pierce Currin Mr. Josh Snyder 2009 Ms. Catherine Brown 2013 Ms. Nancy Lee McLean
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2013 - 2014 Annual Fund Gifts Gifts In Kind Diamond Food Enterprises, Inc. Mr. and Mrs. Joe Baggett Mr. and Mrs. Donald S. Berger The Fresh Market Ms. Sheril MacCurry Mr. and Mrs. John Meehl Anlyan and Hively, Asset Management
2013-2014 Booster Club Membership Mr. and Mrs. Todd A. Atwood Mr. and Mrs. Ryan A. Barclay Mr. and Mrs. David A. Barnes Mrs. Kathy Batchler Mr. and Mrs. Donald S. Berger Mr. and Mrs. Reynold Carrera Mr. and Mrs. W. Thomas Carter Mr. and Mrs. Albert N. Cavagnaro Mr. and Mrs. Watson G. Caviness Mr. and Mrs. Paul H. Collie Dr. and Mrs. Ronald E. Copley Mr. and Mrs. Kenneth Z. Crumrine Mr. and Mrs. David B. DeMoss Mr. and Mrs. M. Scott Diggs Mr. and Mrs. Robert V. Girolami Mrs. Susan Harrell Mr. and Mrs. Jerald G. Head Mr. and Mrs. Dennis W. Henneke Mr. and Mrs. David M. Honeycutt Mr. and Mrs. Joseph L. Jackson Mr. and Mrs. Richard S. Johnson Mr. and Mrs. F. William Kanzinger Mr. and Mrs. Robert E. Keith Mr. and Mrs. Brett C. Knowles Mr. and Mrs. Stephen Kohut Dr. and Mrs. David M. Kraebber Mr. and Mrs. Jay M. Kranchalk Mr. and Mrs. Michael A. Kranchalk Mr. and Mrs. Mark A. Lampkin Mrs. Debbie Leonard Mr. and Mrs. Thomas M. Looney Mr. and Mrs. Philippe M. Maitre
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Dr. Michael M. Marushack and Dr. Mary G. Frederick Mr. and Mrs. James A. McCormick Ms. Phyllis McGovern Mr. and Mrs. J. Dickson McLean Mr. and Mrs. John B. Meehl Dr. and Mrs. Richard S. Moore, Jr. Mr. John H. Nunez and Mrs. Alejandra Lopez-de-Núñez Mr. and Mrs. Richard J. Pasin Mr. and Mrs. Charles A. Paul, III Mr. and Mrs. Robert Pelosi Mrs. Sue Petrie Mr. and Mrs. Marvin O. Robison Mrs. Ani Scuteri Mr. and Mrs. David S. Simmons Mr. and Mrs. Steven Smits Mr. and Mrs. W. Christopher Stephens Mr. and Mrs. Ronald P. Stirrat Mr. and Mrs. Stephen J. Sullivan Mr. and Mrs. Mark R. Sweeney Mr. and Mrs. R. David Sweyer Mr. and Mrs. Eric G. Tomosunas Dr. and Mrs. Benjamin E. Wall Dr. and Mrs. David E. Weaver Dr. and Mrs. Barton G. Williams, Sr. Mr. and Mrs. William A. Williams Dr. and Mrs. S. Austin Yeargan, III Ms. Patty Zanella
2013-2014 Friends of Fine Arts Membership Mr. and Mrs. Patrick Ballantine Mr. and Mrs. Donald S. Berger Mr. Alejandro M. Catania and Mrs. Kathryn J. Griffin Mr. and Mrs. Paul H. Collie Mr. and Mrs. David B. DeMoss Mrs. Susan Harrell Mr. and Mrs. Joseph L. Jackson Mrs. Ann Jenkins Mr. and Mrs. F. William Kanzinger Mr. and Mrs. Jay M. Kranchalk Dr. and Mrs. Michael S. McGarrity Mr. and Mrs. D. Anthony Medlin
Dr. and Mrs. Thomas E. Melin Mrs. Ani Scuteri Mr. and Mrs. David S. Simmons Mr. and Mrs. Stephen J. Sullivan Mr. and Mrs. Eric G. Tomosunas Mr. and Mrs. Raiford G. Trask, III Mr. and Mrs. James L. Waldrop Dr. and Mrs. Barton G. Williams, Sr. Mr. and Mrs. William A. Williams
In Memory of Neil Salo Mrs. Ani Scuteri In Memory of Paul V. Wyatt, Jr. Mrs. Linda Wyatt
Mutual Benefits How Your Estate Can Do More
“When my mother died, and we were working our way through the settling of her estate, we realized the enormity of missed opportunities.” It’s a familiar refrain to professionals guiding families with the probate process. “To have been able to protect more of her assets from estate taxes and have funds distributed to institutions that she loved is something I now understand and wish I had helped guide her establish while she was still alive.” The jargon can be daunting, and the process may seem to be as well, but establishing a charitable lead trust will reduce taxes on the estate by donating to charities from the estate. Professional estate planners and trust/estates attorneys are among the professionals who can guide this process. This is just one example of opportunities for “planned gifts” that can provide significant benefits to the donor and a non-profit institution such as Cape Fear Academy.
What is Planned Giving? Planned giving helps donors find ways to make charitable gifts now or after their lifetime, while potentially providing financial benefits for themselves and loved ones. Unlike cash donations, planned giving donations are typically made from assets in the donor’s estate rather than disposable income. Planned gifts take many forms, each tailored to suit the needs of the donor. Individuals who inform Cape Fear Academy of a planned gift are identified as CFA Legacy Leaders.
Ways to Give • Include a specific amount or percentage of assets in your will for Cape Fear Academy. Personal property of value such as antiques and art collections can provide tax deductions but not make a significant impact on the value of an estate, • Include Cape Fear Academy as a beneficiary of your IRA or 401(k) retirement plan. These funds can pass to the school tax-free, while family beneficiaries will pay significant taxes if inherited. • Make Cape Fear Academy the owner or beneficiary of your life insurance. A donor who owns a large policy or has multiple policies which are not needed to fund estate requirements can give the policy to Cape Fear Academy and allow the school to choose to take the cash value or benefits upon death. The policy can also be set up for Cape Fear Academy to be the beneficiary of the policy outright. • Donate property to Cape Fear Academy while retaining its use during your lifetime. Real estate can be a challenging part of an estate when it is time to settle. Giving these types of assets to the school avoids estate, gift, and capital gains taxes while providing an income tax deduction for the donor. • Choose a charitable remainder trust, which can provide a variable or fixed income for a period of time as specified or choose a charitable lead trust, which passes assets to your heirs with less estate tax.
Please consider joining our legacy leaders who have included Cape Fear Academy in their estate plans. For more information, contact: Dawn Carter Director of Development 910.791.0287 x5011 dcarter@capefearacademy.org
Susan Harrell Director of Advancement 910.791.0287 x1134 sharrell@capefearacademy.org
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Cape Fear Academy 3900 South College Road Wilmington, NC 28412 910.791.0287 Web: www.capefearacademy.org Email: sharrell@capefearacademy.org psneeden@capefearacademy.org
CHANGE SERVICE REQUESTED Cape Fear Academy welcomes and accepts students of any race, religion, and national or ethnic origin.
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