Legacy Program

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!

Foundations in Education and the Diocese of Bridgeport have partnered with Planned Giving, which is accessible to our community and aids you in updating your will for FREE!

This simple resource empowers you to make financial and healthcare decisions, safeguard your loved ones, plan for your assets, and support of Foundations in Education and our school communities for generations to come. Whether or not you make this legacy gift, know that this resource is completely free to use. All of this, at no immediate cost to you!

What are you waiting for? Make or update your will TODAY!

For more information, please contact Holly at 203-416-1642 or holly@foundationsineducation.org.

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.:

  • Stephen M. Napier, Westport, CT

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.

smn@bertralaw.com

  • T.R. Rowe, Bridgeport, CT

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.

TRRowe@mcandkenney.com

  • Frank Browne, Stamford, CT

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.

fjbrownelaw@gmail.com