The Legacy Society

The Legacy Society represents a lasting commitment to the mission of The Oaks Academy and its students.

The Legacy Society

Oaks Academy seventh grade student

The Legacy Society represents a lasting commitment to the mission of The Oaks Academy and its students.

A lifetime of support

The Legacy Society recognizes and appreciates those individuals who have made estate and planned gifts to The Oaks Academy. These gifts help ensure the security and sustainability of an important educational institution for generations to come.

Oaks Academy lower school boys with arms around each other
Oaks Academy lower school teacher in front of class

Legacy gift opportunities

We want to acknowledge and appreciate your philanthropic goals. It is important that we know and understand your hopes and dreams for the future of The Oaks Academy.

Your legacy gift can strengthen:

  • Scholarships
  • Faculty Development
  • Enrichment Programs
  • Academics
  • Endowment
  • Character Development
  • And more…

Meeting your philanthropic goals

Charitable gifts can help you meet your current goals and extend your generosity well into the future. Most planned gifts can also protect your assets, give you substantial tax benefits.

Ways to make a legacy gift include:

  • Bequest in your will
  • Retirement plan beneficiary or withdrawal
  • Life insurance beneficiary
  • Charitable gift annuity
  • Charitable remainder unitrust
  • Charitable remainder annuity trust
  • Charitable lead trust
Oaks Academy lower school student at his desk

PLEASE TELL US ABOUT YOUR INTEREST IN THE LEGACY SOCIETY

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