Planned Giving

What are Planned Gifts?

Planned gifts include a variety of charitable giving options that allow you to express your personal values by blending your charitable, family, and financial goals.

Planned gifts can be made with cash, but many planned gifts are made by donating assets such as stocks, real estate, art, or business interests. There are many opportunities and several benefits. Planned gifts can provide lifetime income for you and your spouse or other loved ones. The most frequently made planned gifts are bequests. Other popular planned gifts include charitable trusts and charitable gift annuities.

Why should I make a planned gift?

Many Academy alumni want to make a gift to the school but need to do so in a way that helps meet their personal needs. Planned gifts provide flexible options and may allow you to:

  • Make a larger charitable gift to The Governor's Academy than you thought possible
  • Increase your current income
  • Plan for the financial needs of a spouse or loved one
  • Provide inheritances for heirs at a reduced tax cost
  • Receive income from your personal residence or farm
  • Leave a charitable legacy for future generations

Learn More

If you would like to learn more about planned giving options or the many ways to include the Academy in your estate planning please contact Ray Goodman, Director of Leadership Giving, at 978.499.3196 or rgoodman@govsacademy.org.

THE SCHOOLHOUSE SOCIETY
In the spirit of the Academy’s original benefactor, William Dummer, The Schoolhouse Society honors alumni, parents, and friends who have made the school a part of their legacy through a planned gift. Planned gifts include a variety of charitable giving options that allow you to express your personal values by blending your charitable and financial goals. The most frequently made planned gifts are bequests. Other popular options include trusts and charitable gift annuities, along with life insurance and IRA beneficiary designations. Gifts like these can be made with cash but many are made by donating assets such as stock and real estate.