Give to Raise a Generation of Heritage Heroes

Legacy Giving

By including Heritage Academy Schools in your legacy plans, you help us continue our mission to raise a generation of Heritage Heroes with strong character, strong families, strong communities, and a strong America.

Legacy Giving, also known as Planned Giving, allows you to support Heritage Academy Schools, Paul Revere Academy, and Liberty Kids now and in the future. This lasting legacy can be established in several ways.

Designated Beneficiary in a Will

Dedicate a Percentage

Allocate a specific percentage of your will to Heritage Academy Schools. This option allows you to specify a certain portion of your estate, ensuring that your loved ones and the school receive designated shares.

Name a Specific Amount

Designate a specific amount in your will for Heritage Academy Schools. This option provides a clear, fixed financial gift to the school, supporting its mission directly.

Charitable Remainder Trust (CRT)

Benefits

CRTs provide long-term income and tax benefits while supporting Heritage Academy Schools. By creating a CRT, you can receive a stream of income during your lifetime and a significant tax deduction.

How It Works

Cash, stocks, and assets placed in trust can make payments to you (or other designated beneficiaries) and a charity over a lifetime or a specified number of years. This enables you to provide for your family’s future while supporting our educational mission.

Gifts of Stock

Direct Contributions

Donate stocks to Heritage Academy Schools. This method allows you to transfer ownership of appreciated stocks, which may provide tax advantages such as avoiding capital gains tax and receiving a charitable deduction.

How to Donate

Contact your broker to transfer the stocks directly to Heritage Academy Schools. You’ll need our brokerage account information, which can be provided by contacting us at Giving@heritageacademyaz.com.

Individual Retirement Accounts (IRA)

Beneficiary Designation

Include Heritage Academy Schools as a beneficiary in your IRA. By doing so, you can designate a specific percentage or amount to the school upon your passing.

How It Works

When setting up your IRA, or through your account’s beneficiary designation form, specify Heritage Academy Schools as a beneficiary. This designation can be updated at any time to reflect your current wishes and can include multiple beneficiaries, including loved ones.

Donating Assets

Types of Assets

Donate stocks to Heritage Academy Schools. This method allows you to transfer ownership of appreciated stocks, which may provide tax advantages such as avoiding capital gains tax and receiving a charitable deduction.

How to Donate

Specify Heritage Academy Schools in your will or trust documents for the transfer of these assets. Ensure to provide clear instructions on the allocation and management of these items. We recommend consulting with your legal advisor to properly draft these documents.

INFORM US

Let us know if we are included in your legacy plans and how you wish to support our mission.

PLAN YOUR GIVING

Download our detailed worksheet to outline your giving plan and ensure your wishes are clearly documented.

VERIFY YOUR BEQUEST

Send us a copy of your will / planned giving to verify and facilitate the transfer of your charitable bequest.

Consult Your Lawyer: For advice specific to your wants and needs, please consult your lawyer.

Distressed Assets: Please note that distressed assets may not be transferred without prior approval.

Note: This information is provided for educational purposes and from general publicly available information. Heritage Academy Schools and Paul Revere Academy are not tax, financial, or legal advisors. Please seek advice from your financial advisor and legal counsel.