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To Talk To Someone About Gift Planning

All gifts to Providence Classical Academy provide the donor with the personal satisfaction of contributing to a worthy cause, but planned gifts can provide the donor even more in return. Making a planned gift is a special way to support the mission of the school because it allows you to donate assets, yet defer the gift over time. We understand that your own financial needs and those of you family come first. And with gift planning options, the donor can improve financial and tax situations right away, and provide for the financial needs of the school later.

Consider these advantages of various planned gifts:

  • Current income tax deduction
  • Avoidance of long-term capital gains
  • Increase in income and effective rate of return

Providence Classical Academy welcomes and benefits from a number of creative gift planning options. Whether itÕs helping donors establish a simple bequest, life income gifts, charitable trusts to benefit heirs, or gifts of illiquid property, your estate or financial planner can lead you in the right direction in order to realize your charitable and financial goals.

Call Howard Davis or email providenceclassicalacademy@gmail.com for more information to get you started.