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Join The 1885 Society

The 1885 Society recognizes and honors individuals who have made Ellis Early Learning part of their legacy — through a bequest in their will or trust, or by naming Ellis as a beneficiary of a retirement account, financial account, or life insurance policy.

A 1885 Society Story

Living Well, Doing Good:
Kate and Tom Kush's Lasting Gift to Ellis
Why Leave a Legacy Gift
kush couple.jpg

Kate and Tom Kush attend Celebrating Ellis and the Magic of Childhood

At the start of 2025, Kate Kush made a simple yet powerful resolution: to live well and do good. For Kate, living well means embracing life fully and finding joy. Doing good means giving back. Together with her husband, Tom, she turned that intention to do good into action. As the couple deepened their engagement with Ellis Early Learning, they chose to leave a lasting mark, designating Ellis as a beneficiary of a future legacy gift. ​

A legacy gift is one of the most meaningful ways to invest in Ellis Early Learning — and in the children and families who depend on us. Whether you choose to include Ellis in your will or name us as a beneficiary on a financial account, both paths allow you to make a lasting difference while continuing to use your assets during your lifetime.

No matter which path you choose, a legacy gift to Ellis creates a lasting investment in high-quality early learning and helps ensure that children, families, and educators continue to thrive for generations to come.

Both paths allow you to:

Continue to use your assets during your lifetime

Potentially reduce your tax burden

Create a lasting legacy in support of children and early education

If you’ve ever read an Ellis newsletter story or team member profile, you’ve already met Kate. A versatile writer, she and Tom both earned their Ph.D.s in English from the University of Michigan. In 2019, Kate was introduced to Ellis by CEO Lauren Cook. The two had first met a decade earlier as regular early birds at a local gym.  ​ When Lauren joined Ellis in 2018, she felt Kate might also be moved by Ellis. She invited Kate to lend her writing expertise to Ellis's newsletters and annual reports. Kate was deeply inspired by what she learned through her writing. As Tom also came to know the organization, he was moved by the same mission and vision.  ​​ As Kate interviewed parents, teachers, and staff, she uncovered dozens of remarkable stories that revealed what makes Ellis unique. “At first, I got involved because I admired Lauren,” she says. “But I stayed because Ellis was extraordinary.” The first time they attended an Ellis benefit together, Tom, hearing these stories and witnessing the community alongside Kate, became emotionally invested as well.  ​Over time, the Kushes became a trusted part of the Ellis community. This summer, Kate joined the Board of Directors, as she and Tom deepened their commitment to the mission.  ​“We have been on a long journey together as Kate and Tom got to know us and the early education sector,” said Ellis CEO Lauren Cook, “I was so honored that Kate felt she was ready to join the Board of Directors.”  ​Through their involvement, the Kushes have seen Ellis’s distinct impact: from the waitlists that prioritize children in greatest need, to the Jamaica Plain location where a 60% Spanish-speaking school body reflects the vibrancy of the neighborhood. One memory still makes Kate smile: “When I told my South End hairdresser about Ellis, she knew the school right away. She said, ‘When I walk by, I see parents and children from different walks of life, all carrying themselves with the same self-confidence and dignity. There’s some kind of magic that happens inside there.’” That sense of magic and belonging inspired Kate and Tom to take their commitment further. Together, they chose to name Ellis in their estate plan.  ​“For a long time, I was reluctant,” Kate admits. “Charities would ask, but I thought I was too young, or that my future was too uncertain. The process seemed complicated, and I wasn’t ready to change my will in this way.”  ​After attending webinars through the University of Michigan and Fidelity, she realized how straightforward the process could be. Naming Ellis as a beneficiary of her retirement accounts was as simple as specifying a percentage of assets in an online form.   ​“That flexibility made it feel possible,” she says.  ​For both Kate and Tom, the decision was deeply personal. They share the belief that education is life-changing, and that Ellis opens doors of opportunity for children and families. Building on this commitment, Kate helped launch the Ellis 1885 Society, creating a way for others to make meaningful legacy gifts that will leave a lasting impact on the early education sector and on Boston’s children and families.  ​“We are so grateful that the Kushes are willing to stand as advocates for early education,” says Lauren.  ​“The thought of being able to support Ellis with a final gift after my death, to continue this work, is very positive for me,” Kate says.  ​For Kate and Tom, naming Ellis in their estate plan is the fullest expression of their shared resolution to live well and do good.

THE ADVANTAGES

Simple

Both options are straightforward. A bequest can be added to an existing will with a single paragraph from your attorney. A beneficiary designation can be updated online through your financial institution in minutes — no attorney required.

Flexible

Legacy gifts are easy to update as your circumstances change. You can write one into a will with a short paragraph, and if circumstances change, your lawyer can edit your will upon your request. A beneficiary designation can be updated directly through your bank or financial institution whenever you choose.  Each support Ellis Early Learning while preserving your financial security during your lifetime.

Tax Benefits 

Under current laws, a legacy gift to Ellis Early Learning may result in a deduction against the value of your estate, reducing the amount of estate taxes. Tax laws change over time . It's important to consult a financial planner or legal professional for guidance.

Efficient

Both a bequest and a beneficiary designation provide clear instructions for distributing your assets, making the process straightforward for your executor or financial institution and ensuring your wishes are carried out.

Impactful

We are honored that you are considering making a planned gift to Ellis Early Learning.  A legacy gift — in any form — creates a lasting mark at Ellis and helps support excellent early education without regard to a student's socio-economic circumstances. Once you have made your plans, please let us know so we can thank you.

Two Ways to Leave a Legacy

Both paths are simple, flexible, and personal. Choose the one that fits your situation — or use both.

**This information on this website is not intended as legal or tax advice. For such, please consult an attorney or tax advisor.** 

Option One

​​Name Ellis in Your Will

A charitable bequest is a gift designated in your will or trust, payable from your estate.
 

How It Works

If you already have a will, your attorney can add a bequest in a single short paragraph. If you don't yet have one, your attorney can include the bequest as part of drafting it.

 


 

Sample Bequest Language

"I hereby give, devise, and bequeath to Ellis Early Learning, Inc. or its successor thereto, located at 58 Berkeley Street, Boston, MA 20116 (TAX I.D. 04-2104168) for Ellis Early Learning, Inc.'s general use and purpose…"

  • The sum of ______ dollars; or

  • All of the rest, residue, and remainder of my estate; or

  • An amount equal to ___ percent of my estate after debts and expenses.

Option Two

​​Name Ellis as a Beneficiary

You can name Ellis as a beneficiary of almost any account – IRA, retirement, or non-retirement. 

Primary vs. Contingent

  • Primary beneficiaries receive funds upon your death.

  • Contingent beneficiaries receive funds after the primary beneficiary.

*Note: Some institutions may not allow contingent beneficiaries, so it is worth confirming. 

Flexibility by Institution 

  • Some banks allow you to designate a percentage of your account value for each beneficiary. 

  • Other banks may assign the same percentage to each beneficiary. 

  • Percentages are typically the only option since account balances fluctuate. 


 

Simple Setup
Most institutions let you update beneficiaries online — keeping the process easy and under your control. To get started, contact your advisor or financial institution directly.​

If you have already made Ellis a beneficiary of a plan or policy, we would love to thank you for your foresight.

Please reach out to our Development Office: dev@ellisearlylearning.org | 857-341-0400

We are here to help you!

Our team would be happy to speak with you in confidence about your giving goals, with no obligation. 

Dawn Hayes
Chief of Advancement
Phone: 617-377-4473
Email: dhayes@EllisEarlyLearning.org

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