A gift through your will or other planned giving vehicle will provide a legacy of helping heal teens and their families. Not only will your gift be put to excellent use, we can also save you tax dollars though the charitable deduction and avoidance of capital gains.

Ways to give:

  1. A gift in your Will
    A gift in your will or living trust continues your investment in teens wellbeing beyond your lifetime — and often allows you to make an even bigger impact than you ever thought possible.Whether you designate a specific amount or leave a percentage of your estate, your legacy gift will further the impact of Shepherd’s Hill Academy.
  2. Non-Cash Assets
    Donating certain non-cash assets like real estate can provide significant tax benefits while advancing our mission.
  3. Beneficiary Designations
    Your retirement plan, life insurance policies and annuities can all help us reach more families and impact more student lives.
  4. Qualified Charitable Distributions
    If you are over 70.5 or older, you can give up to $100,000 per year from your IRA. If you are subject to a Required Minimum Distribution (RMD), an IRA gift can help you meet your RMD while lowering your taxable income.

Additional Information and Other Planned Giving Options

These are just a few of the many options available. Always check with your accountant, attorney, or tax advisor for additional information on how general rules apply to your particular situation. We welcome the opportunity to meet with you to learn more about your planned giving goals and how to best support your wishes.

Thank you for considering Shepherd’s Hill Academy as a part of your legacy.

For more information or to set up a confidential appointment, please contact Joshua Wallace at 706-491-3693 or email joshua@shepherdshillacademy.org.

 

Bequest Policy: It is the general policy of SHA that all gifts shall be presumed to be for all charitable purposes (i.e. unrestricted) unless there is an explicit restriction. This allows the organization to apply the funds to the most pressing needs at the time of funding. 

*The information on this page is intended for informational purposes only. We recommend consulting with a trusted financial advisor before making decisions involving your estate.