A legacy gift enables you to support Doane Academy, secures the financial needs of your loved ones, and provides you with tax benefits. Legacy gifts of all sizes combine to help us meet our current goals and reach further into the future.
By including Doane Academy in your will or trust, naming the school as a beneficiary of all or part of a life insurance policy, or taking advantage of other giving opportunities, you can preserve your assets now and support Doane Academy for years to come. Your gift will have a real, lasting impact.
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When you make a gift to Doane Academy from your will or trust, you'll be welcomed into The George Washington Doane Heritage Society and join other supporters and friends of our important mission. Is Doane Academy already in your plans? Please let us know so we can properly thank you and make sure your gift will be used as you've intended.
Not only do you have options for how your gift will be used, you also have options on what to give and how to give. There are gifts that cost you nothing now, gifts that pay you income, and gifts that allow you to decide what happens when.
Through a provision in your written and executed will, you can make a gift in the form of cash, securities, real estate or personal property. There are many types of bequests. Choose the one that best fits your needs and intentions.
Naming Doane Academy as the beneficiary of a qualified retirement plan asset such as a 401(k), 403(b), IRA, Keogh, profit-sharing pension plan or other donor-advised funds, will accomplish a charitable goal while realizing significant tax savings.
When you donate appreciated stocks, bonds, or mutual fund shares instead of cash, you'll receive charitable deductions at full, fair market value while reducing capital gains impact.
If you're 70 ½ or older, you can make a gift directly from your IRA to Doane Academy . While there is no charitable deduction for a rollover gift, you do avoid the income tax on the donated portion of your required minimum distribution.
Designate Doane Academy as a beneficiary to receive all or a portion of the balance of your Donor Advised Fund (DAF) through your fund administrator. You also can make a grant to us at any time from your donor-advised fund.
Name Doane Academy as the beneficiary of an existing life insurance policy; donate an existing, paid-up life insurance policy you no longer need; or purchase a new life insurance policy and name Doane Academy as the owner and beneficiary.
Donors just like you have made a real impact just by adding a few words to their will or using one of the many giving options available.
When Jeanette Smith Cureton '63 and her husband Bryant needed to revise their estate plans, they asked themselves who and what had been most influential to them. Jeanette's answer was Doane (St. Mary's Hall).
"You have to think about what is important to you, what was influential enough to shape who you are," she says. "Then you know it's worthy of recognition." So with passion and gratitude for the Academy, Jeanette included Doane in her plans.
"No amount is too small, or unappreciated," she adds. "A planned gift is symbolic and valuable, no matter the amount or type." She's right. Planned gifts of all sizes combine to allow Doane to meet current needs and reach future goals.
Former Headmaster John McGee and wife Alice consider Doane Academy family. "I look back on my life and see 15 years of Doane," he says, "and the thing that remains important is the people—the faculty, board, alumni, students, families; the strong ethical character and leadership of everyone."
John believes that you should leave the world better than you found it, saying, "If something was important enough for you to dedicate your life's time and resources, then the money you have leftover should also go to that same cause. For Alice and me, that's kids and education. That's Doane."
The McGees believe in that so strongly that they wrote their will as if they had not six children, but seven, the Academy being an essential part of the seventh. "I know there are fancy ways that people manage their money," says John, "but we just wanted to honor the things most important to us."
Use the Form Below to Get In Touch with One of Our Planned Giving Officers.
Let us know how we can help you include Doane Academy in your estate plans. Discussing your charitable intentions with us can lead to a much better result than going it alone - and will ensure that your gift is used just as you wish.