Estate & Gift Planning
Since James W. Ellsworth’s bequest of over $4 million in 1926, over 250 members of the Western Reserve Academy community have made irrevocable gifts totaling $10,000,000 to provide the strategic funding for endowment expansion and capital projects that has been so critical for the growth and prosperity of the Academy. By doing so, those who plan their estates have demonstrated their belief that the Academy has earned the right to be stewards of their legacies. This strong financial underpinning has helped to make WRA one of the preeminent boarding schools in the country.
We are here to help you explore the methods and advantages of planned giving, which can provide you with a lifetime income, help you avoid capital gains tax, or reduce your estate tax as you provide significant support for your alma mater. Planned Gifts have become an increasingly popular method of giving as they offer attractive incentives while allowing you to control the outcome of your estate.
Please call 330.650.5885 or email Jack McKee '64, Director of Planned Giving, for more information about making a planned gift.