Support Columbia Academy
Honoring the past, securing the
future….
The above slogan was adopted in
our Capital Campaign and will continue to be our
pledge as we undertake future fundraising efforts.
Columbia Academy has had a rich past that foremost
has molded its students into respectable citizens.
We look forward to a future of being a major
influence in our students’ lives. Our donors share
our commitment to make Columbia Academy a leading
independent school.
Columbia Academy welcomes your
financial support. The generosity of Columbia
Academy families and friends make the Columbia
Academy experience special.
CA is a 501(c)(3) institution so
all gifts are tax deductible. You may make a gift of
cash, check, or securities. Gifts of cash or a check
should be sent to Columbia Academy, 1548 Hwy 98
East, Columbia, MS 39429. Checks should be made
payable to Columbia Academy.
Gift Opportunities
Annual Fund:
Beginning in 2009, the Annual
Fund will be our major fundraising effort. The
purpose of the Annual Fund will be to provide
enhancements to our education offerings that tuition
dollars cannot offer.
The Annual fund goal for
2009-2010 is $125,000.00. Our goal is 100%
participation from the Board of Directors, faculty,
and a significant increase in giving among our
current parents, past parents, and alumni.
DONOR LEVELS
Trustee’s Circle $5,000 and above
Chairman’s Circle $2,500 - $4,999
Headmaster’s Circle $1,000 -
$2,499
Foundation Club $500 - $999
Century Club $250 - $499
Spirit Club $100 - $249
Patrons Club Up to $99
Miscellaneous Gifts:
Outside of the Annual Fund, there
are many ways to contribute to Columbia Academy. We
appreciate all gifts. The following is a list of
giving methods that are both traditional and
innovative.
Outright Gift Options:
*CASH
-
The simplest and most common gift is cash. For
income tax purposes, a cash gift is deductible to
the fullest extent allowed by law.
*STOCK- Gifts of long-term
appreciated securities offer multiple tax savings
for the donor.
*REAL ESTATE- A charitable
gift of real estate can be particularly
tax-advantageous.
*GIFTS-IN-KIND -A donor may
contribute personal property such as computers,
equipment, jewelry, art, boats, and motor vehicles.
In general, you may receive a tax deduction for the
fair market value of the item donated as determined
by an appraisal.
*MATCHING GIFTS -Many
corporations will match the charitable gifts made by
their employees. Please inquire with your employer
to see if gift matching is available.
*MEMORIALS & HONORARIUMS
-Remember all gifts may be made in memory or honor
of a loved one. We will gladly send an
acknowledgment card to whomever you request.
Planned Gift Options:
Giving cash may not always be the
best way for you to make a gift to Columbia Academy.
The list below briefly describes giving methods that
may be more financially advantageous for you and
your family.
Gifts by Donor’s Will:
In addition to outright bequests,
a will can provide remainder trust, gift annuities,
lead trusts and retained life estate plans. This is
the most common form of gift giving other than cash.
Gifts of Appreciated Stocks or
Bonds:
This option allows the donor to
save taxes twice through charitable deduction and
the avoidance of capital gain tax.
Life Income Gifts:
Funded by appreciated stock,
bonds, or real estate, the donor can save taxes
twice, while providing dependable income for the
lifetime of the donor and/or others through various
trust vehicles.
Life Insurance Policies:
You can make the school
beneficiary or owner of the policy. This can be a
gift with modest out-of-pocket cost, particularly
attractive to younger donors, and those of any age
who have paid-up policies which may no longer be
needed for the original purpose.
The Gift You Can Live In For
Life:
You can make gifts of real
estate, your home or farm, retaining the right to
live in the property for the rest of the donor’s
life through retained life estate.
The Gift You Get Back:
You can make gifts of income,
with the income-producing asset placed in a
Charitable Lead Trust for a fixed time period,
returning later to the donor or heirs.
Wealth Replacement:
You can make gifts paying a life
income to the donor and/or others adding insurance
to replace the asset value which would have passed
to the heirs. The costs of premiums are often offset
by tax savings and/or increased income from the gift
plan.
If you would like information
regarding any of the above opportunities, contact
Tom Porter at 601-736-6418. Remember that all
financial matters should be discussed with your
private attorney or professional financial advisor.