Ways of Giving
The Board of Trustees has created several ways for interested alumni, other individuals, families, corporations and foundations to provide the financial resources necessary to meet the Academy's programmatic, facility and endowment goals.

Donations may be made through gifts of cash, securities, life insurance, real property, life-income gifts or other deferred gift options. Gifts may also be made as memorials or tributes to loved ones.

Cash Gifts
You may wish to consider supporting the Third Century Campaign through an outright gift of cash or by making payments on a pledge over several years. Cash gifts provide donors with an immediate income tax-deduction for the full gift amount.

Gifts of Securities and Securities Transfers
You may wish to consider the benefits of making a gift of securities. Some donors find that a gift of this type can provide significant tax advantages. Woodstock Academy is fully capable of receiving securities transfers.

Matching Gifts
Many corporations sponsor Matching Gift Programs under which an employee's charitable donation is matched with a contribution by the corporation. In this way donors can easily leverage the value of their contribution; in some cases the matching contribution is as high as three to one.

Endowment Support
Named gifts to the Academy's Endowment Fund are an opportunity to both enable the Academy to fulfill its mission and for the donor to honor a loved one. Named fund opportunities afford the donor the chance to direct funding towards a particular need in perpetuity.

Memorials and Tributes
Woodstock Academy and the Trustees gratefully acknowledge gifts in honor or in memory of donors' friends and loved ones. Without mentioning the amount of the contribution, acknowledgments are sent by the Academy Development Office to those honored or to the families of those being memorialized by the gift.

Bequests
Some donors may consider helping Woodstock Academy through their wills or estate plans.
One way to help is by making a general bequest designating specific assets to the Academy. Another is by making Woodstock Academy a contingency beneficiary of assets (such as a life insurance policy) in the event that a beneficiary predeceases you.

Charitable Gift Annuity
A Charitable Gift Annuity is an easy way to give yourself - and the Academy - greater security in the future. Each Charitable Gift Annuity pays a long-term annual income to you (and/or another person you choose), and eases your income tax burden. In addition, when you fund a Charitable Gift Annuity with appreciated long-term assets, you may reduce a portion of capital gains taxes. Your donation helps secure the Academy's future by sustaining programs, staffing and the overall educational mission. Gift Annuity rates are determined by the age of the person receiving the income payments.

Charitable Remainder Trusts
Some donors may choose to transfer assets in the form of cash, securities or property to a trust, naming a trustee(s) to manage the assets. The trustee(s) makes distributions in accordance with your wishes as expressed by the terms of the trust. The trust will distribute income to you and, if specified, to a second beneficiary such as a spouse or child each year. Following the death of the primary and secondary beneficiaries, the assets held in the trust are transferred to the Woodstock Academy Endowment Fund or other donor specified purpose at the Academy.

Because these trusts are irrevocable, they offer certain advantages: no capital gains tax is associated with the transfer of the gift which funds the trust; assets are managed by a professional, such as a bank; and, in many cases, the trust will produce substantially more income than was produced by the assets that were used to create the trust. For example, low yielding securities are transferred to the trust and are sold to purchase higher yielding securities while avoiding all capital gains tax.

Charitable remainder trusts can provide lifelong income for yourself or for loved ones while allowing you to make a significant contribution to the work of the Academy.

All gifts to the Third Century Campaign are tax-deductible to the fullest extent of the law.

For further information or assistance, please contact Kristen Willis in the Office of Development & Alumni Relations at 860-928-6575.