Foundations in Education Inc is inviting membership to the Legacy Society. Become a partner in Legacy by making a gift to Foundations in Education through a bequest or by naming Foundations in Education as a beneficiary in your insurance, retirement or estate plan. We seek to aid donors and friends with their philanthropic goals of supporting Catholic education as a living legacy and continuing the work you deemed important during your lifetime.
Planned gifts such as bequests, gift annuities or charitable trusts allow you to strategically plan to benefit you, your family, and hundreds of future students. Your gift will provide the resources Foundations in Education utilizes to meet our shared mission of helping students, families and teachers for years to come.
What will your legacy be? Create your Legacy today!
Partners in Legacy Program
Foundations in Education is pleased to launch a Partners in Legacy Program to aid donors and friends with their philanthropic goals of supporting Catholic education as part of their estate plan.
Following is a list of attorneys who have agreed to offer a free consultation to donors and friends of Foundations in Education, Inc. interested in including support of Catholic education in the Diocese of Bridgeport as part of their estate plans.
We are grateful to the following attorneys partnering with Foundations in Education, Inc.:
Xandy Duffy is with Martin Law, LLC, practicing in Estate Planning and Real Estate. She worked in New Jersey law firms, Fein, Such, Khan & Shepard and Durkin & Boggia, concentrating on trusts and estates as well as real property. Xandy was admitted to the Connecticut State Bar in 2001 and served as a Court Clerk for the Stamford Superior Court. Xandy resides in Riverside, CT with her family, including her husband and four children. She has volunteered in the community with the Greenwich Junior League, Breast Cancer Alliance of Greenwich and with Foundations In Education, Inc.’s Gala Committee, serving as the 2020 Gala Co-Chair.
Xandy received her BA degree from Mount Holyoke and her JD from Seton Hall University.
Stephen Napier is a partner and chair of the Trusts & Estates department at Berkowitz, Trager & Trager, LLC, practicing in the areas of tax and estate planning, trust and estate administration and business succession planning. Mr. Napier advises individuals, families and business owners on developing tax-efficient wealth management strategies. He guides fiduciaries and beneficiaries through trust and estate settlement and administration process, including probate and contested estate matters. He is a frequent speaker on estate planning and estate administration topics. Stephen serves on the Board of Directors for Inspirica, Inc., in Stamford. He is also a member of the Fairfield County’s Community Foundation’s Rising Professional Advisors Council and the Greenwich Chamber of Commerce.
Stephen received his BA from the University of Connecticut and his JD from the University of Connecticut School Of Law.
T.R. Rowe is an attorney with McNamara & Kenney Law Firm, a firm dedicated to representing a broad range of clientele while maintaining the personal service of a small law firm. Attorney Rowe is the Judge of Probate for the District of Trumbull, Easton and Monroe. He previously served as State Representative for Trumbull in the Connecticut General Assembly. He holds several civic offices as well including Director with the John & Ethel Kashulon Foundation, Trustee of Saints Cyril and Methodius Church, Member of The Kennedy Center Legislative Advisory Committee and Honorary Board of Directors with Caroline House.
T.R. received his BA from the Catholic University of America and his JD from Quinnipiac University School of Law.
Francis J. Browne, Esq. has been practicing law for 35 years, focusing on business, commercial and residential real estate transactions and increasingly in estate planning and probate. A lifelong resident of Stamford, Attorney Browne currently serves on the Board of Directors of the Catholic Academy of Stamford and had previously served on the Regional School Advisory Board. He has also been active in the Stamford Community, where he was elected to the Board of Representatives and served as a Director of the Stamford Senior Center.
Frank obtained his Bachelor’s Degree from the University of Notre Dame, his Doctor of Laws from Boston University School of Law, and his Master’s of Business Administration from the University of Connecticut.