Gifts to the Welcome Home Campaign can be made through cash, check, or credit card. Donors also have the flexibility to make a pledge commitment, allowing for payments to be made over time. Pledges may be fulfilled on a monthly, quarterly, or annual basis.

To make participation more accessible, Royal Palm Academy allows campaign pledges to be paid over a period of up to five years, enabling donors to make a more significant impact while structuring their contributions in a way that best suits their financial situation.

For more information on how to make a pledge or set up a payment schedule, please contact Michelle Alig, Director of Strategic Initiatives, at malig@royalpalmacademy.org or call 239-594-9888.

Many companies offer matching gift programs, allowing employees to double or even triple their charitable contributions. If your employer participates in such a program, your gift to Royal Palm Academy’s Welcome Home Campaign could be matched dollar-for-dollar, significantly increasing the impact of your support.

To take advantage of a matching gift opportunity, check with your employer’s human resources or corporate giving office to see if they have a matching program. If your company participates, simply complete the necessary forms and submit them along with your donation to Royal Palm Academy.

If you hold securities that have appreciated significantly and would create unwelcome tax consequences if sold (ex: capital gains taxes), they represent a wonderful gift opportunity.

A gift of real estate can be a powerful way to support Royal Palm Academy’s Welcome Home Campaign while also providing potential tax benefits. If you own property that has appreciated in value over the years, donating real estate may allow you to make a larger impact than would be possible with a cash donation.

Gifts of real estate, including residential, commercial, or undeveloped land, may be accepted and evaluated on a case-by-case basis. In some cases, a bargain sale transaction—where the property is sold to the school at less than fair market value—may also be an option.

All proposed real estate gifts are subject to review and approval by the Royal Palm Academy Board of Trustees to ensure alignment with the school’s policies and mission.

In addition to cash contributions, Royal Palm Academy encourages donors to consider gifts of stock, which may provide significant tax benefits. Donating appreciated securities, such as stocks or mutual funds, allows you to support the Welcome Home Campaign while potentially avoiding capital gains taxes and receiving a charitable deduction for the fair market value of the stock at the time of transfer.

Stock gifts can be made in two ways:

• Electronic Transfer – The most common and efficient way to donate stock is by transferring shares electronically through your broker.
• Physical Stock Certificates – If you hold stock certificates, they can be directly assigned to Royal Palm Academy for transfer.

The value of your contribution will be determined based on the fair market value on the day of transfer.

If you are 70½ or older, you can make a Qualified Charitable Distribution (QCD) from your traditional IRA to Royal Palm Academy. A QCD allows you to transfer up to $100,000 per year directly to a qualified charity, such as RPA, without counting it as taxable income.

A QCD can satisfy all or part of your required minimum distribution (RMD) for the year while reducing your taxable income. This makes it an effective way to support RPA’s Welcome Home Campaign while also receiving tax benefits.

To make a QCD gift, contact your IRA custodian and request a direct transfer to Royal Palm Academy. For more information, please contact Michelle Alig, Director of Strategic Initiatives, at malig@royalpalmacademy.org or call 239-594-9888.

There are two ways you can use a life insurance policy to support Royal Palm Academy’s Welcome Home Campaign and help build a permanent home for our students and teachers.

Name Royal Palm Academy as the Beneficiary
You can designate Royal Palm Academy as the beneficiary of a new or existing life insurance policy. Upon your passing, the policy proceeds will go directly to the school, leaving a lasting impact on our mission.

Transfer Ownership of an Existing Policy
You may assign an existing policy to Royal Palm Academy as both the owner and beneficiary. By making this gift, you may qualify for an immediate tax deduction for the policy’s cash value and any future premium payments you make.

Note: RPA cannot accept gifts of term life insurance policies.

To discuss how a gift of life insurance can help shape the future of Royal Palm Academy, please contact Michelle Alig, Director of Strategic Initiatives, at malig@royalpalmacademy.org or call 239-594-9888.

A bequest is a transfer, by will, of property such as cash, securities (stocks), or tangible property to an individual or a charitable organization. This type of gift allows you to support Royal Palm Academy’s Welcome Home Campaign as part of your legacy. We recommend that you check with your tax advisor for details regarding this method of donating to the campaign.

Tax laws allow donors to place assets into a variety of trust vehicles that benefit you, your family or heirs, and Royal Palm Academy. These life income gifts provide financial support to you or your loved ones during your lifetime while ensuring a lasting legacy at RPA.

The three most common options include:

Charitable Remainder Trust (CRT)
A CRT allows you to transfer cash, securities, or other assets into a trust, which then provides you or a designated beneficiary with fixed annual income for life or a set number of years. After the trust term ends, the remaining assets go to Royal Palm Academy to support the Welcome Home Campaign.

Charitable Lead Trust (CLT)
A CLT provides income to Royal Palm Academy for a specific period, after which the remaining assets are transferred back to you, your heirs, or a designated beneficiary. This type of trust can offer estate and gift tax benefits while supporting RPA’s mission.

Charitable Gift Annuity (CGA)
A CGA is a simple contract where you donate assets such as cash or stocks in exchange for fixed lifetime income payments. The annuity rate is based on your age, and a portion of your gift may be tax-deductible. After your lifetime, the remaining funds support RPA’s future.

These planned giving options allow you to maximize your impact, receive tax benefits, and create a lasting Catholic educational legacy.

To explore how a life income gift can help you and Royal Palm Academy, please contact Michelle Alig, Director of Strategic Initiatives, at malig@royalpalmacademy.org or call 239-594-9888.