This tool will help guide you through the financial strategies and possible charitable solutions you may be facing.
Making a planned gift is a wonderful way to show your support and appreciation for Concord Academy and its mission while accommodating your own personal, financial, estate-planning, and philanthropic goals. With smart planning, you may actually increase the size of your estate and reduce the tax burden on your heirs. Just as important, you will know that you have made a meaningful contribution to CA.
We recommend that you familiarize yourself with various gift options by exploring How to Give and What to Give. Then compare gift options and/or calculate how these gifts could work for you. And of course, please contact us for assistance or to discuss your personal situation and objectives.
Through thoughtful charitable planning, many supporters of CA have been able to make a more meaningful gift than they ever thought possible. We celebrate their commitment through the Heartwood Society, which we invite you to join with your gift.
Through various types of bequests to CA, you may secure an estate-tax charitable deduction for the value of the gift. Best of all, you will know that your generosity will support our mission for years to come.
Are you looking for legal language to share with your attorney as you plan your estate? Check here for language to use when making a gift through your will.
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