Giving

Planned Giving

THE 1976 SOCIETY

Cape Cod Academy’s planned giving program, the 1976 Society, is made up of donors who include CCA in their estate plans, to both embody their deep and abiding love for the school and invest in the gift of education.

Education is an investment in a better world. Tomorrow’s leaders will need a solid foundation to become critical thinkers and problem solvers. Cape Cod Academy instills the four core values of scholarship, honesty, compassion, and respect in its students. We hope students carry these attributes into their adult lives as a foundation, shaping them to become caring and responsible adults. We invite you to join us in helping Cape Cod Academy preserve our core values by including the school in your estate plans.

Planned Giving

What are the benefits of making a bequest?
  1. You leave a lasting legacy to be remembered
  2. You lessen the burden of taxes on your family
  3. You may receive estate tax savings
Planned gifts provide many opportunities to support CCA through estate plans. These could include bequests, charitable gift annuities, charitable lead trusts, life insurance, personal property, real estate, retirement plans, and others. Examples include:

Gifts of Real Estate
Donating appreciated real estate, such as a home, vacation property, undeveloped land, farmland, or commercial property can make a great gift to our organization.
 
Gifts of Retirement Assets
Donating part or all of your unused retirement assets, such as a gift from your IRA, 401(k), 403(b), pension, or other tax-deferred plan is an excellent way to make a gift to CCA.

Gifts of Life Insurance
A gift of your life insurance policy is another way to make a donation. If you have a life insurance policy that has outlasted its original purpose, consider making it a donation.

Please consult with your tax/financial advisor as you consider your donation. If you have questions, please contact Ellie Ballard, Director of Advancement, at 508-428-5400 or eballard@capecodacademy.org. Thank you for your generosity! 
Mr. James LeBlanc and Robert Wulfing of Osterville, MA were devoted to education and cared deeply about giving under-privileged children the opportunity for the best possible education. When they first met with their attorney to set up their estate, they knew that Cape Cod Academy should be one of two recipients. Why Cape Cod Academy? Because the institution was well established and had an excellent reputation. The planned gift that CCA received from Mr. LeBlanc and Mr. Wulfing was very intentional and represented a long-standing decision that they had made well before their deaths. Their attorney, Charlie Chase, believes deeply that every estate plan should include charitable giving in some way.
 
Cape Cod Academy is grateful for the benefit of the Wulfing planned gift and the immediate and important impact it will have on our students. 

List of 1 members.

  • Photo of Ellie Ballard

    Ellie Ballard 

    Director of Advancement
Recognition Societies
 
Leadership Society
We thank our Leadership Society donors for demonstrating their commitment and loyalty to Cape Cod Academy annually at the following levels:
 
Founders Society Council of Excellence $20,000+
Summit Society $10,000-$19,999
Heads Society $5,000-$9,999 
Vision Society $2,500-$4,999 
Mission Society $1,000-$2,499
 
Seahawk Society
Young alumni are invited to join the Seahawk Society with the following donation:
Graduated 1-9 years: $25+

True Blue Society
Cape Cod Academy depends on the loyalty of its community members. Your support every year—at any level—is crucial to our success. The True Blue Society recognizes donors who have given to CCA for five or more consecutive years.

The 1976 Society
The 1976 Society honors those individuals whose generous legacy gifts will support Cape Cod Academy beyond their lifetimes. Planned gifts include bequests, life income arrangements, and other deferred gifts. Learn more about leaving a lasting impact through The 1976 Society.
 
Cape Cod Academy is one of the only independent, co-educational, college preparatory schools serving students from kindergarten to grade 12 on Cape Cod.