What is Planned Giving?

Have you ever wished you could support Worcester Academy and improve your financial security at the same time? Financial advisors call these creative techniques “planned gifts,” because with thoughtful planning, you can turn personal giving challenges into win-win solutions for you and for us.

Planned Giving is a term that refers to a set of tools that a donor can use to leave money or assets - other than cash or securities - to Worcester Academy. Examples include a life insurance policy, an IRA, trust or bequest. Some planned giving vehicles allow the donor to reduce income or estate taxes, increase income, or satisfy some other personal financial need during his/her lifetime.

So whether you want to make a gift that costs you nothing during your lifetime, or a gift that gives you guaranteed income for life, this website is where you’ll find out how to make it happen.

Join Our 1834 Society
The 1834 Society is composed of alumni and friends of Worcester Academy who have thoughtfully included WA in their estate plans. To become a member submit the following information or contact Frank Callahan, Director of Planned Giving at 508-459-6931 or frank.callahan@worcesteracademy.org.   

WORCESTER ACADEMY® is a co-ed day and boarding school for grades 6 to 12 and postgraduates. Our urban setting, diverse community, and innovative curriculum provide each student with unique opportunities for self-discovery, academic achievement, and personal empowerment.

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