Planned Giving For Professional AdvisorsIn your work as a professional advisor, you value professionalism, integrity and honesty, taking the utmost care when serving your clients. As a nonprofit organization, we share your values and take the same care when it comes to helping our donors plan charitable gifts to Stratford Academy. Please use these tools as you help your clients with their charitable plans, and feel free to contact us for more information or assistance. Tools for Professional AdvisorsLegal name: Stratford Academy Download Stratford Academy's stock transfer form. See the Benefits TodayProvide your clients with a free, no-obligation illustration of their gift to Stratford with our Gift Illustrator tool. Instantly calculate deductions, tax savings and other benefits for multiple gift types. Make a Gift to Stratford in Your WillIf your clients are interested in supporting Stratford with a gift in their will, we have provided sample bequest language that they can bring to their estate planning attorney. Partner With UsWe understand that gifts to charities such as Stratford can be an important part of your clients' overall financial and estate plans. That's why we're committed to working with you to ensure that your clients find the charitable arrangements that best meet their needs. We believe that charitable planning is a process that ideally involves the donor, professional advisors and our gift planning staff—all working together to arrange the best gift possible. Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. California residents: Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. Oklahoma residents: A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. South Dakota residents: Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance. |