Ways to Give
Thank you for considering a gift to Concord Academy.
Making a gift through the online giving form is an easy and secure way to donate to Concord Academy. Contributions to CA are tax deductible and will be acknowledged promptly in writing for tax purposes. Please contact Jennifer Knight in the Office of Advancement & Engagement at (978) 402-2241 with any questions or for more information.
The school’s fiscal year runs from July 1 to June 30. CA’s tax ID number is: 04-1200600.
Please make checks payable to Concord Academy, indicate the gift designation (e.g. Annual Fund) in the check memo, and mail to:
Office of Advancement & Engagement
166 Main Street
Concord, MA 01742
Corporate Matching Gift
Many companies sponsor matching gift programs that match a charitable contribution made by an employee. Not only does CA benefit from the increased gift, but a donor may qualify for a higher category of recognition when the gift is matched.
Ask your human resource department for a matching gift form and send it with your contribution, or contact Jennifer Knight in the Office of Advancement & Engagement at email@example.com or (978) 402-2241 for a list of participating companies.
For information, please contact the Advancement or Finance Office.
Finance Office: firstname.lastname@example.org, (978) 402-2260
Advancement: email@example.com, (978) 402-2241
Gifts of Stock
By donating appreciated stocks directly to CA, you can avoid the capital gains tax that would be incurred if you sold the securities. You may also take a charitable income tax deduction equal to the fair market value of securities on the day of the gift.
To make a gift of stock to Concord Academy please use the following information:
125 High Street
Boston, MA 02110
Kelly Petherick (617) 478-6505
DTC Number 0015
FBO Concord Academy
A/C # 486-190354-714
Please contact Jennifer Knight in the Office of Advancement & Engagement at (978) 402-2241 to inform us of your intentions and provide the following information:
Full name of the donor(s)
Name of the security being gifted
Number of shares
Date of transfer
Name and telephone number of the broker
Multi-year Annual Fund Pledge
If you would like to make a multi-year pledge to the Annual Fund, please contact our Annual Fund Manager Elizabeth Crowley at (978) 402-2229 or firstname.lastname@example.org. Thank you so much for considering a multi-year pledge and investment in Concord Academy.
The IRA charitable rollover provision of the Trade Facilitation and Trade Enforcement Act of 2015, passed by Congress on December 18, revives the opportunity for individuals age 70½ and older to make direct transfers totaling up to $100,000 per year to 501(c)(3) non-profit organizations, without having to count the transfers as income for federal income tax purposes.
Benefits to the Donor:
- You can transfer IRA assets directly to Concord Academy without paying income tax on the withdrawal.
- The amount of the charitable transfer will count toward your annual minimum required distribution.
- You may contribute up to $100,000.
- The funds must be transferred from a traditional IRA or a rollover IRA directly to Concord Academy
To learn more, please contact Leadership Gift and Planned Giving Officer Brendan Shepard at (978) 402-2258 or email email@example.com.
Tangible Personal Property
Items that have appreciated in value, such as books, works of art, coin collections or antiques, may be given to Concord Academy as charitable gifts. The charitable deduction depends on the appraised value and whether or not the gift is related to our tax-exempt purpose.
You can make a gift of marketable residential or commercial real estate to Concord Academy and receive substantial financial benefits. Such gifts are subject to the approval of the school’s Gift Acceptance Committee. If Concord Academy is unable to use donated property, it will be sold and the proceeds used as needed or as you specify.
If you make a gift of real property to the school, you will be credited with a contribution valued at the fair market value of the real estate, as determined by an independent, qualified appraiser. You pay no capital gains tax on the appreciation portion if the property has been held for more than one year.
If you do not wish to give an entire building or parcel of land, you may donate an undivided interest in the property.
If you are considering leaving your home to the school through your will, you may want to give it now but retain the right to live in it for your lifetime. While you will continue to pay taxes, insurance, and maintenance costs, you can receive a substantial charitable income tax deduction in the year you make the gift.
For information, please contact Leadership Gift and Planned Giving Officer Brendan Shepard at (978) 402-2258 or email him at firstname.lastname@example.org.
By making a planned gift, you can strengthen Concord Academy and gain financial and tax benefits for you and your family.
There are many ways to support Concord Academy’s future that do not affect you and your family during your lifetime. Although including a bequest in your estate plan is one way to leave a legacy, there are other arrangements, similar to bequests, which are simple, straightforward, and accomplish the same goal.
- Bequests (gifts by will or living trust)
- Gifts of retirement plans
- Gifts of life insurance
Click here for more information on the options and benefits.
We can help you or your representatives plan a gift that will best serve your own financial future and best benefit Concord Academy. We can provide sample language, tax calculations, and informational literature, and are happy to meet with you by phone or in person. To learn more about CA’s planned giving opportunities, please contact Leadership Gift and Planned Giving Officer Brendan Shepard at (978) 402-2258 or email him at email@example.com.
The donor-advised fund (DAF) is an increasingly popular way to make a charitable gift. DAFs provide immediate tax benefits while making your philanthropic giving easier. Here are two simple ways you can support Concord Academy through your DAF:
- Make an outright gift today by recommending a grant to Concord Academy;
- Designate Concord Academy to receive all or a portion of the fund value upon the termination of the fund.
You can select the option that best suits your philanthropic and financial goals. Contact your DAF administrator to request a distribution or beneficiary form, or download the appropriate form(s) from your administrator’s website.
If you include Concord Academy in your DAF distributions, please let us know and use our legal name and federal tax ID.
Legal Name: Concord Academy
Address: 166 Main Street, Concord, MA 01742
Federal Tax ID Number: 04-1200600
For more information, please contact Brendan Shepard, Leadership Gift and Planned Giving Officer, at (978) 402-2258 or firstname.lastname@example.org.