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PLANNED GIVING
An easy way to show your love for an OCA education

Making a planned gift is a heartfelt, easy, and wise way to show your support and appreciation for an Ozark Catholic  Academy education while accommodating your own personal, financial, estate-planning, and philanthropic goals.

 

Gifts of all types combine to help meet our current and future goals.  By including Ozark Catholic Academy in your will, naming the school as a beneficiary designation of retirement assets, or taking advantage of other planned giving opportunities today, you can preserve your assets now, receive tax benefits in return, and educate, inspire, and empower young men and women.​​​​

Discover the Gift That Is Right For You​​​​​​

Gifts From Your Will

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Through a provision in your written and executed will, you can make a gift in the form of cash, securities, real estate or personal property. There are many types of bequests. Choose the one that best fits your needs and intentions.

Charitable IRA Rollover

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If you are 70 ½ or older, you can make a gift directly from your IRA to OCA. While there is no charitable deduction for a rollover gift, you do avoid the income tax on the donated portion of your required minimum distribution.

Retirement Detail

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Naming Ozark Catholic Academy as the beneficiary of a qualified retirement plan, such as a 401(k), 403(b), IRA, Keogh, profit-sharing pension plan or other donor-advised funds, will accomplish a charitable gift goal while realizing significant tax savings.

Beneficiary Designation

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Designate Ozark Catholic Academy as a beneficiary to receive all or part of the balance of your Donor Advised Fund through your fund administrator.  You can also make a grant to us at any time from your donor advised fund.

Appreciated Securities

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When you donate appreciated stocks, bonds, or mutual fund shares instead of cash, you will receive charitable deductions as full, fair market value when reducing capital gain exposure.

Other Giving Vehicles

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There are many other ways to support Ozark Catholic Academy through a multitude of planned giving strategies.  

Gifts From Your Will

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Through a provision in your written and executed will, you can make a gift in the form of cash, securities, real estate or personal property. There are many types of bequests. Choose the one that best fits your needs and intentions.

Ozark Catholic Academy

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Phone Number: 

(479) 316-3445

Mailing Address

P.O. Box 1240

Tontitown, AR  72770

Physical Address
192 E. Henri de Tonti Blvd.
Tontitown, AR 72762

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©2020 by Ozark Catholic Academy.

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