Your endowment gift can plant a legacy through which Davidson Academy will reap the rewards. Gifts to the Endowment Fund grow as they are carefully invested. Income from the Fund produces annual support for scholarships and program enhancements. Endowment gifts endure, because the Fund principal is invested in perpetuity, with only a portion of the income to be spent each year. Endowment gifts can be carefully planned so that your charitable intent reaps benefits for both you and your favorite charities. If you don't have an estate planner or tax-law advisor, you are welcome to contact Vivian Penuel for information about how to secure such advice.

Here are 10 ways that you can plant a legacy
by making a gift to our Endowment Fund:

1. Draft a will that explains how you wish your assets to be distributed.


2. Leave a gift to the Davidson Academy Endowment Fund in your will.


3. Designate the Davidson Academy Endowment Fund as a beneficiary in your retirement plan, 401(K), or IRA.


4. Designate the Davidson Academy Endowment Fund as beneficiary in a life insurance policy.


5. Let your endowment gift create lifetime income for you through a charitable annuity or charitable trust.


6. Endowment fund gifts may be made by cash, stocks, bonds, CD's, real estate, vehicles, art, etc.


7. Consider establishing a donor advised fund or family foundation for creating endowment gifts.


8. Remember those you love and admire through memorial gifts.


9. Use a professional adviser in order to reap the maximum advantages from your endowment gift.


10. Become active in charitable organizations and encourage others to join you!

For more information about giving to Davidson Academy, please contact Vivian Penuel, or call the Advancement Office at 860-5305.