Gifts by Will and Living Trusts

Gifts by Will Diagram. Description of image is listed below.

How It Works

  1. You include a bequest provision in your will or revocable trust
  2. At your death CA receives the bequest you specified

Benefits

  • You may change your bequest or trust designation at any time
  • You control the funding property during your lifetime
  • Your bequest or trust designation will not be subject to any potential federal estate tax
  • You provide future support for Concord Academy

Contact Us

Shep Shepard
(978) 402-2258
shep shepard@concordacademy.org
Federal Tax ID Number 04-1200600

Concord Academy
ATTN: Shep Shepard
166 Main Street
Concord, MA 01742    

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