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Although most people first think of writing a check when making a contribution, there are other means of giving that offer tax savings, which can be of benefit both to the donor and to the school.

Planned Giving – The Legacy Society

The Legacy Society recognizes those individuals who support our vision for the future of the Academy by including the school in their estate plans. The Legacy Society welcomes as members individuals who make gifts through bequests, charitable trusts, gifts of life insurance or retirement assets. For more information, visit our planned giving website.

Securities
Appreciated securities are an attractive gift because they offer the donor an income tax deduction for the charitable gift and the avoidance of the capital gains tax that would be realized when the securities are sold. Gifts of securities are possible by placing the securities with a broker, bank, or agent to be held for the school. Please notify the Office of Academy Advancement (718) 297-2120 ext. 286 regarding the gift intention, so that the securities can be transferred to the school.

Matching Gifts
Some companies have a policy of matching current and/or retired employees charitable gifts to double (or more than double) the contribution. These programs are administered through each firm’s personnel office.

All gifts to The Mary Louis Academy are tax-deductible according to law. Donors should contact personal tax advisors regarding particular situations.

For information, please call the Office of Academy Advancement at 718 297 2120.

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