Compare Gift Plans

Choose up to three gift plans that interest you to compare them and to learn more about how the plans can help you and EA.

Gifts Anyone Can Afford

Gifts by Will or Living Trust
Give to The Episcopal Academy without affecting your cash flow during your lifetime. Gifts of Retirement Plans
Your retirement plan may be worth more when donated to EA than to your heirs. Gifts of Appreciated Securities
After making a gift of appreciated securities to EA, the IRS will allow you one of its most significant tax breaks. Gifts of Life Insurance
Create a significant endowment for EA without dipping into your capital assets. Gifts of Real Estate
Make a substantial gift to EA through a transfer of residential, commercial or undeveloped real estate. Gifts of Personal Property
Donate books, artwork, or equipment and secure an income tax deduction.

Gifts That Pay You Income

Charitable Gift Annuity
Receive a fixed payout and significant tax benefits. Deferred Gift Annuity
Build retirement earnings by deferring the onset of annuity payments (recommended for younger donors). Pooled Income Fund
We offer a life-income gift that works like a charitable mutual fund. You can give EA cash or securities, receive an income tax deduction and avoid capital gains tax on the transfer, secure lifetime income, and deliver significant support to us. Charitable Remainder Unitrusts
Choose from several options that best meet your personal financial situation. Charitable Remainder Annuity Trusts
Combine a charitable gift with a predictable fixed-income payout by placing your donation into an individually managed trust.

Gifts That Protect Your Assets

Charitable Bargain Sales
This part-gift/part-sale transaction gives you a charitable deduction plus cash to purchase other property. Retained Life Estate
You can donate your home to EA and continue to live there rent-free. Charitable Lead Trusts
Freeze the taxable value of your appreciating assets by using them to make gifts today and pass them back to family members later.

The gift planning information presented on this site is intended as general. It is not to be considered tax, legal, or financial advice. Please consult your own personal advisors prior to any decision.