Planned Giving

A planned gift is usually the most important gift an individual makes in a lifetime.  Planning your estate ensures that your property will pass to those individuals and causes for which you care most deeply.  Remembering RMA in your estate plans is a fitting testimony to your belief in our misison and has a profound impact providing future resources that continue to strengthen our Mission.  
 
Below is a brief description about different types of planned gifts. You may want to further research these to help provide a lasting legacy for RMA.  

List of 5 items.

  • Charitable Bequest

    The most popular gift is a simple bequest through a will. You can leave a specific asset, a set amount of money, or a percentage of your estate.
    Read More
  • Charitable Gift Annuity

    Transfer assets to RMA under which the Academy agrees to pay the donor fixed payments for your life or for the life of your chosen beneficiaries. 
  • Charitable Remainder Trust

    Allows a donor to fund a trust with assets such as cash, stocks, or real estate and RMA will provide income for the donor.
  • Life Insurance

    Designate RMA as the beneficiary of a new or existing life insurance policy.  Upon transfer of ownership, future premium payments are also tax deductible. 
  • Real Estate

    Real estate such as a residence, vacation home, farm, and land can be donated to RMA, even while you continue to live in or use the property.  Capital gains tax might be avoided. 

Rocky Mount Academy Legacy Society

Rocky Mount Academy is pleased to announce the Legacy Society.  The goal of the Society is to inform, serve, guide, and assist individuals in fulfilling their personal, family, financial, and philanthropic goals.  RMA seeks to provide a way to encourage and promote individuals to consider joining this group.  This recognition club exists as a way to allow the Academy to be made aware of future planned gifts and to properly recognize and thank these donors. 
 
Your planned giving and estate planning options with RMA are unlimited.  Though new to RMA, planned giving and donor recognition societies have been in existence for many years at independent schools. 

Members of the Legacy Society

Anonymous 
Jerry Allsbrook '78
Nick* and Betsy Boddie
C. K. Dunn*
John and Caroline High
David (Dink) M. Warren '77 
 
*Deceased