Planned Giving
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THE CASTLE CIRCLE

Donor Stories

The Castle Circle celebrates individuals and couples who have arranged for a will bequest or other planned gift to Pace. Planned gifts, unless specifically designated, support the Pace Academy Endowment.

A planned gift demonstrates a donor's genuine commitment to the future of Pace; members of The Castle Circle are among Pace's most visionary benefactors, who recognize that planned gifts guarantee Pace's sound financial future and seek to preserve the Pace educational experience for all generations to come.

To join The Castle Circle, simply notify us that you have made provisions for a planned gift to Pace by returning your completed Membership Form to Pace's Advancement Office at 966 West Paces Ferry Rd. NW, Atlanta, GA 30327. For more information, please contact Haynes Roberts at 404-926-3708 or [email protected].

We are pleased to share stories of some of The Castle Circle's members below:

  • Anne and Greg Kelly
    Anne and Greg Kelly
    ANNE AND GREG KELLY's gratitude for their family's Pace experiences inspired them to arrange a bequest for the school in 2018, when the youngest of their four children, Tyler, was still in the Upper School.
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  • Fred Glass '89
    Fred Glass '89
    FRED GLASS '89 and his wife ELIZABETH GLASS are the parents of MERRITT ANN GLASS '19 and KATHLEEN GLASS '22. We asked Fred, who has included Pace Academy in his will through a life insurance policy, to share his thoughts on planned giving and Pace.
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  • Seth and Kathryn Adams
    Seth and Kathryn Adams
    In 2019, Pace Academy parents SETH AND KATHRYN ADAMS decided the time was right for a planned gift to Pace, so they named the school as a retirement plan beneficiary—an easy way of making a planned gift.
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  • Elisa and Bobby Ezor
    Elisa and Bobby Ezor
    Heeding the Greek Proverb "A society grows great when old men and women plant trees whose shade they shall never sit in," Elisa and Bobby Ezor have arranged a charitable bequest to Pace in their wills.
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  • Meredith Winitt Forrester '95
    Meredith Winitt Forrester '95
    Castle Circle member Meredith Winitt Forrester '95 included a bequest for Pace in her will as a way of giving back to the school for the strong foundation it has provided in her life's journey.
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  • Melinda and Steve Wertheim
    Melinda and Steve Wertheim
    Pace Academy Life Trustee Melinda Wertheim was one of the first members of the yet-to-be named Castle Circle when she and her husband, Dr. Steve Wertheim, added Pace to their estate plans nearly 20 years ago.
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  • Helen Smith
    Helen Smith
    Helen Smith has taught more than 2,500 students in her more than 45 years as a Pace history teacher. Her Pace experiences and relationships prompted her to remember Pace in her will.
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  • Bonnie and Jay Harris
    Bonnie and Jay Harris
    To express gratitude for all they and their children received from Pace, the Harrises have made provisions for a planned gift to Pace through a bequest in their will.
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  • Hilda and Joseph
    Hilda and Joseph "Pat" Patrick
    To celebrate their deep connection to Pace and give back to the school, the Patricks have named Pace as a beneficiary in their charitable remainder trust.
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  • Jean TREMEGE Robertson
    Jean TREMEGE Robertson
    Jean Robertson's appreciation for Pace and its special role in her life inspired her to include the school in her estate plan through a bequest in her will.
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  • Cara Isdell Lee '97
    Cara Isdell Lee '97
    For Cara Isdell Lee '97, the decision to include Pace Academy in her will and become a member of The Castle Circle was an easy one.
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  • Nell and Bob Chambers
    Nell and Bob Chambers
    Nell and Bob Chambers have arranged for a bequest to Pace in their will to show appreciation for the many different ways the school has impacted their lives.
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  • Mary Alyce Mccullough
    Mary Alyce Mccullough
    Grandparent Mary Alyce McCullough has named Pace as a beneficiary of her charitable remainder trust to express her appreciation for her granddaughter's educational experience.
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  • DAVID HAWKINS
    DAVID HAWKINS
    Castle Circle member David Hawkins, the parent of three Pace alumni, has included a bequest to Pace in his will to make an enduring gift to the school his eldest daughter, the late Crissa Hawkins '88, "loved so much."
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  • Margo and Greg Dexter
    Margo and Greg Dexter
    Margo and Greg Dexter, the parents of Pace Academy alumni and, in years past, deeply engaged school volunteers, added Pace as a beneficiary in their wills more than a decade ago.
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  • SARA EDEN and BRENT EDEN '98
    SARA EDEN and BRENT EDEN '98
    Having each spent 13 years at Pace Academy, Sara and Brent Eden's decision to join the Castle Circle by naming the school as a life insurance beneficiary was an easy one.
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