If you would like to support future Oxbridge students in their educational endeavors, please consider including Oxbridge Academy in your estate plan. Below is some suggested language that you can take to your attorney for inclusion in your will or revocable living trust:

I give OR direct my trustee to distribute to Oxbridge Academy, a not-for-profit organization located in West Palm Beach, Florida, (the sum of $______ OR______% of my estate, OR _______% of the rest and residue of my estate) for (its general purposes OR its general endowment OR the _________endowed fund OR to establish the _________ endowed fund).

If you are age 65 or older, and you would like to be able to count on fixed payments that are unaffected by interest rates and stock prices, a charitable gift annuity may be for you. If the interest rates on CDs and other fixed income investments you own have declined, and you would like to increase your cash flow, or if you have appreciated stock or mutual funds that you have considered selling but don't want to pay the capital gains tax that would be due, a gift annuity may be a good option.

You can make a gift of cash, appreciated securities, or real estate to a charitable remainder trust that pays income to you or others you select for life or a term of years. At the end of the trust's term, the remaining principal is distributed to Oxbridge Academy for its greatest needs, or for a purpose you have specified. You can supplement your retirement income, help to pay for a child's or grandchild's education, or provide support for an elderly parent with income from a charitable remainder trust, and give significant support to advance college preparatory education at Oxbridge, all while receiving tax benefits. You may even increase your income from giving appreciated stock or real estate over what those assets are currently providing for you. This plan works best for people age 55 or older.

Do you have appreciated stock? If you do, this is your best opportunity to give back to Oxbridge Academy this year. Transferring appreciated stock directly to Oxbridge saves you money and gives more money to the causes you care about. Donating appreciated stock helps you avoid the capital gains tax and allows you to deduct the full amount of your stock on your tax return. Click here to learn more. 

If you have a paid-up life insurance policy that you no longer need, you can give the policy to Oxbridge Academy, receive a current income tax deduction, and make a significant future gift to advance educational opportunities at the school. You can contact your policy advisor to make Oxbridge Academy the owner and beneficiary of your paid-up policy. You can also purchase a new policy and make Oxbridge Academy the owner and beneficiary, enabling you to make a large future gift at low current costs.

If you have a paid-up life insurance policy that you no longer need, you can give the policy to Oxbridge Academy, receive a current income tax deduction, and make a significant future gift to advance educational opportunities at the school. You can contact your policy advisor to make Oxbridge Academy the owner and beneficiary of your paid-up policy. You can also purchase a new policy and make Oxbridge Academy the owner and beneficiary, enabling you to make a large future gift at low current costs.