Resources for Professional Advisors

In your work as a professional advisor, you value discretion, integrity, and honesty, taking the utmost care when serving your clients. As a nonprofit organization, we share your values and take the same care when it comes to helping our donors plan charitable gifts to Concord Academy. If you are advising a client who is considering a planned gift or bequest to Concord Academy, we welcome the opportunity to work with you and hope you’ll use these tools as you assist your clients with their charitable plans. Please feel free to contact us for more information or assistance.

Tools for Professional Advisors

Legal name: Concord Academy
Legal address: 166 Main Street, Concord, MA 01742
Federal tax ID number: 04-1200600

• Reference our sample bequest language
• Request our stock transfer instructions

See the Benefits Today

Provide your clients with a free, no-obligation illustration of their gifts to Concord Academy with our Gift Illustrator tool. Instantly calculate deductions, tax savings, and other benefits for multiple gift types.

Official Language for Including Concord Academy in a Will

If your clients are interested in supporting Concord Academy with a gift in their wills, we have provided sample bequest language that they can bring to their estate-planning attorneys.

Gratitude and Recognition

If your client chooses to include Concord Academy in their estate plan, we would be deeply honored. We hope you will share news of such arrangements with us so we can express our sincere gratitude and ensure we can fully honor the donor’s wishes and fulfill their philanthropic goals for the school.

We understand that privacy is paramount for many families. Should your client prefer to remain anonymous, we welcome the opportunity to coordinate through you to document their plans without requiring the disclosure of their identity.

• Learn more about the Heartwood Society
• To notify the school of an estate gift, please contact our planned giving team and complete and return our estate intentions form. 

Partner with Us

We understand that gifts to nonprofit organizations such as Concord Academy can be an important part of your clients' overall financial and estate plans. That's why we're committed to working with you to ensure that your clients find the charitable arrangements that best meet their needs. We believe that charitable planning is a process that ideally involves the donor, professional advisors, and our gift planning staff—all working together to arrange the best gift possible. Thank you for all you do on behalf of our donors. We look forward to hearing from you.

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