The Board of Trustees and staff of Caramoor were saddened to learn of the March 24, 2017 passing of former Trustee, William Kelly Simpson, who served on the Board from 1973 to 2014. We remember Mr. Simpson as a courtly gentleman, a Professor of Egyptology at Yale with highly enviable academic, authorial, and curatorial credentials, with national and international awards to his credit, including a Guggenheim Fellowship and an honorary doctorate. He and his late wife Marilyn were quite generous to Caramoor and other local organizations, such as the Katonah Museum of Art and the Friends of the John Jay Homestead. Mr. Simpson was often in attendance at Caramoor concerts and our special events like our Music Room Opera Benefit Concerts and the various June Galas. Beyond being loyal audience members, through the Marilyn M. Simpson Charitable Fund and other foundation support, they made many significant contributions to Caramoor over the years, particularly for capital projects and for the mentoring and opera programs, most notably by establishing the Marilyn M. Simpson Opera Fund endowment.
In January 2018, Caramoor was extremely grateful to receive word that the organization was to be a surprise beneficiary from Mr. Simpson’s estate. A new endowment in the name of William Kelly Simpson has been funded with this very generous $250,000 bequest.
We thank Mr. Simpson for his forethought in making these arrangements in his estate planning.
Like Mr. Simpson, our founders, Walter and Lucie Rosen had the forethought to make plans for Caramoor’s future, and we hope you will think of Caramoor when considering your future. We would be so honored if you would consider adding us to your estate plans and joining with Mr. Simpson and the Rosens in growing your legacy.
If you would like more information about planned giving at Caramoor, or to notify us of your intention to include Caramoor in your estate planning, please contact Junetta Maxfield at 914.232.5035 ext. 409 or firstname.lastname@example.org.
Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. California residents: Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. Oklahoma residents: A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. South Dakota residents: Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance. A copy of our most recently filed financial report is available from the Charities Registry on the New York State Attorney General’s website (www.charitiesnys.com) or, upon request, by contacting the New York State Attorney General, Charities Bureau, 28 Liberty Street, New York, NY 10005, or us at 149 Girdle Ridge Road, Katonah, NY 10536. You also may obtain information on charitable organizations from the New York State Office of the Attorney General at www.charitiesnys.com or (212) 416-8401.