THE LEGACY SOCIETY
Through a legacy gift, you have the power to provide scholarships, strengthen our academic programs, invest in faculty development, and fund so much more, all while protecting your assets and receiving substantial tax benefits now.
There are multiple ways to make a legacy gift, including:
- bequest in your will or trust
- life insurance or retirement plan beneficiary
- charitable gift annuity
- charitable remainder unitrust
- charitable remainder annuity trust
- charitable lead trust
LEAVE A LEGACY GIFT
The easiest way is to include this important information in your will or estate documents.
I give, devise, and bequeath [the sum of _____ USD (or other currency) OR _____ percent of the rest and residue of my estate] to The Oaks Academy, Inc. (tax identification number 35-2050595), a charitable corporation organized under the laws of the State of Indiana, United States, currently located at 1301 E. 16th St., Indianapolis, IN 46202, to be used for its general charitable purposes at its discretion.