The richness of a Heritage education is based in part upon the generosity of parents, grandparents, faculty/staff, and friends who are all dedicated to the mission of the school. We rely upon the generosity of the Heritage community to maintain the school and prepare for the future. We are aware that charitable giving is a personal decision and pray that you will consider Heritage when planning your giving.
You can support Heritage Preparatory School through your will or estate plan. Gifts made through your will or living trust can provide considerable future tax benefits, which allow more of your assets to pass to those you care about. For more information, please contact President Matt Skinner.
Any cash gifts to Heritage, whether by check or credit card, are tax deductible for the full amount of the gift as allowed by law. Cash gifts can be made as a one-time gift or may be paid in installments.
A gift of appreciated securities that have been held for more than one year is frequently the most tax-wise way to give. You will be eligible to make a federal income tax deduction equal to the fair market value on the date of the gift for up to 30 percent of your adjusted gross income and without having to recognize the appreciation as capital gain. For detailed information about transferring securities to Heritage, please call the school office at (404) 815-7711.
Many companies offer programs that match gifts to Heritage made by their employees, directors, employee’s spouses, or retirees. Contact your Human Resources department to find out if your employer will match your gift.
If making your gift online, please send along the matching gift form separately by mail. Please include your name and address and how you would like Heritage to credit your gift.
Gifts to Heritage can come in other forms as well. For example, you may wish to consider a gift of tangible personal property (if it is related to Heritage’s educational programs) or irrevocable insurance policies. A gift of any of these assets will entitle you to an income tax deduction equal to the fair market value of the asset on the date of the gift. You may take this deduction for up to 30 percent of your annual income with a carryover of any excess for up to five additional years. Gifts that fall into this category will be reviewed by the administration.