Thank you for considering a gift to CA.
There are many ways to support to Concord Academy. Contributions made to CA are tax deductible and will be acknowledged promptly in writing for tax purposes. Please contact Kate Lynch in the Advancement and Engagement Office at (978) 402-2450 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.
Making a gift through the online giving form, which accepts credit cards, PayPal, and Venmo, is an easy and secure way to donate to Concord Academy. If you need any further assistance, email Carly Egan in the Advancement and Engagement Office or reach out by phone at (978) 402-2232.
Please make checks payable to Concord Academy, indicate the gift designation (e.g. Annual Fund) in the check memo, and mail to:
Advancement and Engagement Office
Concord Academy
166 Main Street
Concord, MA 01742
If you need any further assistance, email Carly Egan in the Advancement and Engagement Office or reach out by phone at (978) 402-2232.
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 fill out this form about the securities you plan to donate to Concord Academy. Upon submitting your responses, this form will display the instructions needed to complete your transfer.
If you need any further assistance, email Kate Lynch in the Advancement and Engagement Office or reach out by phone at (978) 402-2450.
Check below to see if your employer will match your donation. 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.
Please forward any required paperwork to Kate Lynch in the Advancement and Engagement Office by email at kate_lynch@concordacademy.org or by mail to Concord Academy Attn: Kate Lynch, 166 Main St, Concord, MA 01742.
Matching Gift and Volunteer Grant information provided by Double the Donation.
For information, please contact the Advancement or Finance Office.
Finance Office: finance_office@concordacademy.org, (978) 402-2260
Advancement: kate_lynch@concordacademy.org, (978) 402-2450
If you would like to make a recurring gift (monthly or annually) or multi-year pledge to the Annual Fund, please do so through the online giving form and select the Recurring gift option. If you need any further assistance, email Carly Egan in the Advancement and Engagement Office or reach out by phone at (978) 402-2232.
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:
To learn more, please contact Shep Shepard, director of major and planned giving, at (978) 402-2258 or email
shep_shepard@concordacademy.org.
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.
If you need any further assistance, email Carly Egan in the Advancement and Engagement Office or reach out by phone at (978) 402-2232.
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 will be 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 Shep Shepard, director of major and planned giving, at (978) 402-2258 or email him at shep_shepard@concordacademy.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.
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 Shep Shepard, director of major and planned giving, at (978) 402-2258 or email him at shep_shepard@concordacademy.org.
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:
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 Shep Shepard, director of major and planned giving, at (978) 402-2258 or shep_shepard@concordacademy.org.