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Planned Giving/Legacy Gifts

Planned Giving/Legacy Gifts in Last Will

There are many reasons to consider planned giving in your Last Will that can benefit both you and OakTree Academy. Donating to OakTree Academy in your Will can help sustain OakTree Academy and touch children’s lives for years to come. OakTree Academy has a limited budget and depends on private funding to continue living out our mission; which is to love and glorify God, to support parents and promote strong families, and to help students reach their full potential by guiding them in developing spiritually, morally, socially and academically. By including OakTree Academy in your planned giving, it will allow your memory to live on and establish a personal legacy of purpose and generational fulfillment.

OakTree Academy is a Non-Profit Organization organized as a limited liability company (LLC) under High Touch Ministries, a 501(c)(3) organization, and all of the donations are tax-deductible. OakTree Academy’s EIN number is 06-1651988.

Types of Legacy Gifts you can leave OakTree Academy

  • General gift: a specific amount of money or percentage of your estate

  • Residuary gift: any remaining assets after all other requests have been fulfilled

  • Specific gift: the donation of a particular item, such as furniture or a vehicle

  • Contingent gift: a donation based on certain conditions being met, such as your main beneficiary passing away before you

Types of Assets you can give to OakTree Academy

  • Real estate, such as land or residential property

  • Personal property, including vehicles, artwork, antiques, or jewelry

  • Proceeds of your life insurance policy or your retirement plan

  • Investments such as stocks and mutual funds

  • Partnership interest in a business

 

“A good man leaves an inheritance to his children’s children.” - Proverbs 13:22

“The creation of a thousand forests is in one acorn” - Ralph Waldo Emerson

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