Why Give?
Excelsior Academy builds an environment where each individual student makes valuable contributions to our school society and community.


The value of education is far greater than the price of tuition.  Providing the tools to fulfill a child’s full potential changes rapidly as new techniques are implemented.  Your contributions can help make a difference in a young student’s life by filling the gap.


Ways To Give

You may donate to Excelsior Academy in a variety of ways:


Online – Donate Now

$

Cash or Check

Please mail your check to directly to Excelsior Academy:

7202 Princess View Dr.
San Diego, CA 92120


Gift of Stock
Please contact Excelsior Academy


Planning Giving
A “planned gift” is any charitable gift that allows the donor to integrate thinking about his (or her) family’s financial future with their philanthropic objectives.


Such a gift can lock in a stream of retirement income for the donor, or can help diversify an unbalanced portfolio in a tax-advantaged way.  Planned gifts can turn illiquid assets (e.g. real estate or private equity) into charitable gems, and they can help you support Excelsior Academy with a larger gift than you ever thought possible.
Please consider including Excelsior Academy in your will or trust, or as a beneficiary of an IRA account or insurance policy.


A bequest intention is the simplest, most common form of “planned” gift.  Another kind of planned gift that can be a useful financial planning tool is the charitable gift annuity.  Donate cash or appreciated securities.  The annuity is a simple agreement between you and Excelsior academy.  A great way to reduce capital gains tax.


There is also a variety of Charitable Remainder or Charitable Lead Trusts.
Some reasons to consider making a planned gift:

  1. You want to make a leadership gift to Excelsior Academy, but you’ve got kids to educate.  Solution? Set up an “education” trust for the kids – Excelsior Academy manages the money for a period of years and then the trust pays out several large sums when needed to help with your kids’ college tuition.
  2. Excelsior Academy is close to your heart, but you are worried about saving enough for retirement.  Solution? Consider a deferred payment gift annuity, which will lock in a high rate for payments to begin when you retire. 

There are many reasons to consider planned giving.  It’s good for you, good for your family, and good for Excelsior Academy.  Call the Excelsior Academy Development Department for more information.


Thank you for investing in current and future generations at Excelsior Academy.