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.
For more details on how to include Heritage Academy Schools in your legacy giving, please refer to our Suggested Language Document.
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.
For more details on how to include Heritage Academy Schools in your will, please refer to our Suggested Language Document.
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.
Schwab
Heritage Academy EIN
Routing Number 071000013
Account Number: 59385380022833130
For more details on how to include Heritage Academy Schools in your CRT, please refer to our Suggested Language Document.
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. Our brokerage account information is:
Schwab
Heritage Academy EIN
Routing Number 071000013
Account Number 59385380022833130
For more details on how to include Heritage Academy Schools in your contributions, please refer to our Suggested Language Document.
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.
For more details on how to include Heritage Academy Schools in your contributions, please refer to our Suggested Language Document.
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.
Please note that distressed assets may not be transferred without prior approval.
If you are donating real estate, please reach out to us to discuss the details.
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.
For more details on how to include Heritage Academy Schools in your contributions, please refer to our Suggested Language Document.
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.
