Support our organization in a meaningful way as part of your legacy.
Every one of us hopes to have a positive impact and leave a legacy for future generations. Planned Giving is the practice of designating a major gift to a charitable organization in life or as part of an Estate Plan. The gift could include cash, real estate, life insurance, equity, or personal property. Planned Giving is also sometimes referred to as Legacy Giving.
Planned Giving is a key component to The CTC Academy’s ability to continue to fulfill its mission today and for generations to come. We are happy to answer your questions and provide support as you plan your legacy.
- Keep us thriving with your gift
- Take advantage of numerous tax and financial benefits
- Leave a legacy to be remembered by future generations
What types of gifts can I make?
Charitable Gift Annuity
A charitable gift annuity is a great way to make a gift to our organization and benefit. You transfer your cash or property to our organization in a way that best suits your needs.
- Current Charitable Gift Annuity
- Deferred Charitable Gift Annuity
- Flexible Deferred Charitable Gift Annuity
Bequests
A bequest is a gift made through your will or trust. It is one of the most popular and flexible ways that you can support our cause. Bequests are a powerful way to support The CTC Academy because they cost nothing today but have an impact for generations to come.
Individual Retirement Account (IRA) Charitable Rollover
An IRA rollover allows people age 70 & and older to reduce their taxable income by making a gift directly from their IRA.
Donations of Life Insurance or IRAs
Retirement accounts and life insurance benefits typically pass by “beneficiary designation” and are not controlled by a will or trust. To designate The CTC Academy as the beneficiary of this type of asset you can complete a “change of beneficiary” form. Your account administrator or insurance company can provide the form. Most forms request a social security number. When naming The CTC Academy as a beneficiary, please use our Tax ID below.
Gift of Stock
Delivery Instructions for Securities
JANNEY MONTGOMERY SCOTT LLC
DTC# 0374
FOR FURTHER CREDIT: 2966-4895
OUR TAX I.D. IS: 23-0731260
MAILING ADDRESS:
505 MAIN STREET SUITE 300
HACKENSACK, NJ 07601
OUR FINANCIAL ADVISOR AT JANNEY IS:
G. THOMAS CROONQUIST JR.
TCROONQUIST@JANNEY.COM
P: 201-883-5602
F: 201-488-1272
Gifts of Real Estate
When you make a gift of property to The CTC Academy you may claim an income-tax charitable deduction based on the full market value of the gift, avoid capital gains taxes, and eliminate certain costs associated with the transfer of real property. Gifts of real estate can also provide you with long-term income.
More Legacy Giving Options
Would you like to include The CTC Academy in your estate plans or trust? Find out more about options that can be tailored to your needs.
For more information, contact
Audra Hoffman, Director of Development
201.797.7440 x 3227
ahoffman@ctcacademy.org
Most gift planning documents require the following information about The CTC Academy
Legal Name:
The CTC Academy formerly known as Cerebral Palsy Center of Bergen County, Inc.
Federal Tax Identification Number:
22-1508549
Mailing Address and Phone Number:
29-01 Berkshire Road
Fair Lawn, NJ 07410
(201) 797-7440
PRIVACY STATEMENT
This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice. For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.
29-01 Berkshire Road
