Ways to Give
Thank you for considering a gift to the Academy of Notre Dame! Your investment helps prepare students to be leaders, thinkers, and global citizens of the 21st Century. Below are some of the ways to make your gift.
Use our online form to make a gift quickly and securely through the Academy’s website or call the Office of Institutional Advancement at 978-649-7611, Ext. 323 to make your credit card gift by phone.
Make your check payable to Academy of Notre Dame and mail it to the Office of Institutional Advancement 180 Middlesex Road, Tyngsboro, MA 01879.
To wire funds directly to the Academy of Notre Dame, please use the address and account information below:
Academy of Notre Dame
180 Middlesex Road
Tyngsboro, MA 01879
Swift Code: EBTCUS33
Routing Number: 011302742
Bank: Enterprise Bank, Lowell, MA
Stocks, Bonds, or Securities
Your stock broker can wire shares to:
Academy's Broker: State Street Bank & Trust Company
Account Name: Academy of Notre Dame Endowment Fund
Account Number: BN1000
DTC Number: 2319
Federal ID Number: 042-103721
Please make the transaction to the attention of Laura Olmedo/Wealth Manager Services.
We also ask that you request your broker to inform the Academy of Notre Dame's broker of your name and send it to the Academy via fax (978-649-2909), mail, or email (firstname.lastname@example.org) with the above information and the date the transaction will take place.
IRA Charitable Rollover
If you are a U.S. taxpayer and at least 70 1/2 years of age, you may make gifts to the Academy of Notre Dame from your IRA without having to count those funds as part of your adjusted gross income. Consequently, you do not have to pay taxes on the donated amount. Distributions must be made directly from the IRA trustee to the Academy of Notre Dame, and the individual maximum is $100,000 per calendar year. For more information, please contact the Office of Institutional Advancement ay 978-649-7611, Ext. 321.
Planned Gift or Bequest
Planned gifts may consist of cash, securities, life insurance proceeds, real estate, and/or personal property. To discuss your gift, please contact the Office of Institutional Advancement ay 978-649-7611, Ext. 321.
The Academy of Norte Dame is privileged to have numerous alumni and friends who make gifts to support the school while planning for their own future. Their generosity commemorates loved ones, celebrates special times at NDA, or culminates a life's work. The gift plans they use to create their legacies are tax-wise tools that yield significant immediate and long-term benefits.
If you have included the Academy of Notre Dame in your estate plans, we sincerely hope you will share those plans with the school. If you have been considering such a step, we hope you will consult with your family and professional advisers. Please select any of the giving vehicles below to learn more.
If you have questions or would like to discuss any of these vehicles further, please contact the Office of Institutional Advancement at 978-649-7611 ext. 321
A bequest made through a will or living trust can be a very simple way to make a gift to the Academy of Notre Dame. Your bequest may be of a specific sum, percentage, or the remainder of an estate and may consist of cash, securities, life insurance proceeds, real estate, and/or personal property.
The official bequest language for The Academy of Notre Dame is: I hereby give, devise, and bequeath the Academy of Notre Dame Tyngsboro, MA (Federal ID No. 042-103721), a nonprofit corporation organized and operating under the laws of the Commonwealth of Massachusetts, [written amount or percentage of the estate or description of property], to be used for (gift restrictions, if any) (or for its unrestricted use and purposes).
You may name the Academy of Notre Dame full or partial beneficiary of life insurance plans, qualified retirement plans, IRAs, tax-deferred annuities, savings bonds, brokerage accounts, etc. To make such a gift, update your beneficiary designation form accordingly.
Charitable Gift Annuity
A charitable gift annuity (CGA) is a contract between you and the Academy of Notre Dame where you make an irrevocable gift to the school. In exchange, the Academy guarantees an annual fixed payment to you for life.
Deferral of payments increases both your tax deduction and your annuity payments. Annuities can be written for one or two lives. The amount of the annuity payments is based on age. The Office of Institutional Advancement can provide illustrations at no cost by simply calling 978-649-7611 ext. 321
Charitable Remainder Trust
A charitable remainder trust (CRT) is a way to give where you irrevocably transfer assets into a trust managed by the Academy of Notre Dame and its investment representatives. This trust pays income to individuals you name for a term of years. The balance remaining at the end of the trust is distributed to the Academy of Notre Dame for the purposes you specified. There are many types of CRTs that are designed to fit each individual’s needs and goals.
Charitable Lead Trust
A charitable lead trust annually pays the Academy of Notre Dame income from a donated asset for a set number of years. After that time, the balance remaining is distributed to the individuals you have chosen, such as your children or grandchildren, with reduced estate or gift taxes.
Retained Life Estate
A retained life estate allows you to irrevocably deed your home, vacation home, farm, or property to the Academy of Notre Dame while retaining the right to live in and/or receive income from it for the rest of your life. You continue to be responsible for all routine expenses—maintenance, insurance, taxes, repairs, etc.
Your charitable deduction is based primarily on your age but is also affected by other factors, including the value of your lot and the value of the improvements. (Subject to approval by the Academy of Notre Dame Board of Trustees and its gift acceptance committee.)