Making a Planned Gift
- Charitable Gift Annuities: Immediate
- Charitable Remainder Trust
- Gifts of Stock and Securities
- Insurance Policy and Retirement Plan Beneficiary Designations
- A Paid-Up Life Insurance Policy: A Large Gift at a Small Cost
Charitable Gift Annuities: Immediate
Charitable Remainder Trust
Gifts of Stock and Securities
Insurance Policy and Retirement Plan Beneficiary Designations
A Paid-Up Life Insurance Policy: A Large Gift at a Small Cost
Oxbridge’s Heritage Society provides ongoing thanks and acknowledgement to the foresight and generosity of all who have named Oxbridge the beneficiary of a will, living trust, retirement plan, life insurance policy, life-income gift, or other estate gift, or have established an endowed fund. If you prefer, you can be an anonymous member. Heritage Society members are invited to an annual event to learn more about Oxbridge. Most important of all, members have the satisfaction of knowing they will continue to enrich Oxbridge students' lives for generations to come.
*Oxbridge Academy cannot give tax or legal advice. The above is for general information and is not intended as legal or tax advice. Please consult your legal and tax advisors about how these plans can work specifically for you and your loved ones. We would be happy to meet with you and your advisors to discuss these opportunities.