How to Give

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.

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A Gift to Doane Academy

All contributions, including bequests, are critical to ensuring fulfillment of Doane Academy's mission.

SECTION 1: ESTATE COMMITMENT

As a demonstration of support for Doane Academy, a bequest provision is indicated below:

Will or revocable trust

IRA or retirement plan beneficiary designation

Other type of trust

________________________________________________
(please specify)

Charitable Gift Annuity

Life Insurance beneficiary designation

Other Beneficiary Designation (e.g. bank account, bond, donor-advised fund):

________________________________________________
(please specify)

The gift is stated as:

A specific dollar value: $_______________

A percentage of estate/account % / The estimated current value of the estate is $_______________

Doane Academy will receive the gift:

Upon my death

Upon the death of my surviving spouse/partner

Other (please specify): ________________________________________________

SECTION 2: GIFT DESIGNATION

The plan directs Doane Academy to use the gift for:

Doane Academy's Greatest Needs (Unrestricted)

Financial Aid

Other (please specify): ________________________________________________

SECTION 3: ESTATE CONTACT INFORMATION

My professional advisor or the executor of my estate is:

________________________________________________
Name

________________________________________________
Telephone

________________________________________________
Role

________________________________________________
Email

SECTION 4: DONOR AND GIFT RECOGNITION

DONOR NAME/SIGNATURE

________________________________________________
Donor Name/Class Year (please print)

________________________________________________
Donor Signature

________________________________________________
Birthdate

________________________________________________
Date

My spouse/partner has also provided for Doane Academy through estate planning.

________________________________________________
Spouse/Partner Name (please print)

________________________________________________
Spouse/Partner Signature

________________________________________________
Birthdate

________________________________________________
Date

Please let us know if we may recognize you as a member of the The George Washington Doane Heritage Society:

Yes, I/we give permission to list my/our name(s) in publications as a member(s) of the Society.

No, please list me/us as an anonymous donor(s).

Doane Academy understands that this statement of bequest provision is not a legal or binding commitment, and that the amount listed above is an estimate. You have the right to revise this gift at any time if circumstances change. As a courtesy, Doane Academy would appreciate notification in that event. For donors age 70 by June 30, 2022, your gift will be credited toward the school's comprehensive campaign. As always, please consult your financial, tax, and/or legal advisors to determine benefits of making a planned gift.

DOCUMENTATION CHECKLIST

Documenting your bequest allows us to better steward your future gift and personally express our gratitude to you now. Under Doane Academy's Gift Acceptance Policy, certain documentation is required for bequest intentions to be included in fundraising totals. Thank you for thoughtfully supporting Doane Academy's future for generations to come.

Check that you have included:

A copy of the portion of the will or trust document or beneficiary designation form referencing the planned gift to Doane Academy.

The document's signature page.

A page indicating the date of the document.

The document's signature page.

If the bequest is included as part of an estate plan that will not be realized until death of a survivor, copies of the spouse/partner's documents from the above list.

Please return this form with any related documentation to:

Doane Academy | Development Office | 350 Riverbank, Burlington, NJ 08016
Phone: (609) 386-3500 | Fax: 609-386-5878 | kkeays@doaneacademy.org