For over 200 years, students, families, alumni, and friends have helped make Thetford Academy a special place to learn and grow.
Planned Giving
One way you can continue to support TA is by including the school in your estate plans. A planned gift can help future students have the same opportunities to learn, explore their interests, and be part of the TA community. No matter the size, a gift can be a meaningful way to support Thetford Academy for years to come.
FAQs about Planning Giving
What is a planned or estate gift to Thetford Academy?
A planned gift is a gift that you decide to give in the future, usually through your will or estate plan. For example, you could include Thetford Academy in your will or trust. You could also name TA as a beneficiary of a retirement account, life insurance policy, or another financial account. These gifts can help support TA and its students far into the future.
Do I need a large estate to include Thetford Academy in my plans?
No. You do not need to be wealthy to include Thetford Academy in your estate plans. Gifts of all sizes can make a difference. You can leave a certain amount of money, a percentage of your estate, or what is left after you have taken care of your family and loved ones.
Can I choose what my gift supports?
In many cases, yes. You can choose an area at TA that is important to you. This could include academics, the arts, athletics, outdoor education, financial aid, the campus, or TA’s long-term future. If you have something specific in mind, it is a good idea to talk with Thetford Academy ahead of time. This can help ensure the school understands your wishes and can use your gift as you intended.
Are there tax benefits to making a planned gift?
There can be. Some charitable gifts may lower certain taxes, but the rules can be complicated, and everyone’s situation is different. Before making a planned gift, it is a good idea to talk with an attorney, financial advisor, or tax professional. They can help you understand what choices are best for you and your family.
How do I get started?
Getting started can be as simple as having a conversation. Contact Thetford Academy’s Advancement Office to talk about what matters to you and how you would like your gift to help future students. You can contact Patty McIlvaine, Director of Advancement, at 802-785-4805, ext. 234. You should also talk with your attorney or financial advisor about the best way to include Thetford Academy in your estate plans.
Is there sample language I can use for planning giving to TA?
Yes. Here is some sample bequest language you can tailor to your intentions.
“I give to Thetford Academy, a nonprofit educational institution in Thetford, VT, the sum of $___ (or ____% of the remainder of my estate) to be used for the benefit of the organization in such manner as the Board of Directors thereof may direct.”
This information is for general information only and is not legal, tax, or financial advice. Please talk with your own professional advisors about your specific situation.
