Planned Giving

Your legacy. EA’s future.

Planned giving allows you to arrange a future gift that supports The Episcopal Academy’s mission while meeting your personal, financial, and philanthropic goals today. You can make a planned gift by including EA in your will or trust, naming the school as a beneficiary of a retirement plan (IRA) or life insurance policy, or creating a life income gift that provides income to you or a loved one. These gifts are a meaningful way to invest in Episcopal’s future while honoring your legacy.

The Bishop William White Society

Named for The Episcopal Academy’s founding visionary, the Bishop William White Society honors those who have made a commitment to Episcopal through their estate plans.

Members of this society have named EA as a beneficiary of their:

Will or trust
Retirement plan (IRA, 401(k), 403(b), etc.)
Life insurance policy
Life income gift or other planned gift

Many members choose to strengthen Episcopal’s endowment through their planned gift, ensuring long-term, sustainable support for our students and faculty. Gifts may be directed to a specific purpose or left unrestricted to meet the school’s greatest needs.

As a member of the Bishop William White Society, you will be invited to a special annual luncheon with the Head of School, receive reports throughout the year, and be recognized in various publications. If you prefer, your gift and membership can remain anonymous.

Ways to Leave Your Legacy

Bequests in Your Will

Include EA in your will or living trust with a gift of cash, securities, real estate, or other assets. Bequests are flexible, revocable, and deeply impactful.

Retirement Plan Beneficiary

Name Episcopal as a beneficiary of your IRA or other retirement account. These assets often carry heavy tax burdens for heirs but can pass tax-free to a nonprofit.

Life Insurance Policy

You can name EA as a full or partial beneficiary of an existing or new policy—an easy and accessible way to make a significant gift.

Life Income Gifts

Establish a charitable gift annuity or trust that provides income to you or a loved one, with the remainder benefiting EA. These gifts offer potential tax benefits and lasting impact.

IRA Charitable Rollover

If you’re 70½ or older, you can support EA today by making tax-free gifts directly from your IRA.

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