Endowment

With gifts to the endowment, Palm Beach Day Academy can support the important work we do today, while strengthening our legacy for tomorrow.

What Is the Endowment?

Charitable funds that offer a source of stability for institutions.
Critical to the financial health of schools.
Essential to support institutions as they work to offer high-quality, affordable, accessible education.
Not a single fund, but a compilation of funds given by many donors over time, for specific purposes that cannot always be changed after the gift is made.

Channels of Support

Your Gift	When to Give	Ways to Give	Potential Tax Benefit
Charitable Bequest	Through Your Estate	Cash, Appreciated Securities, or Real Estate/ Property	Estate Tax, Capital Gains
Beneficiary Designation	Through Your Estate	Cash	Estate Tax or Income Tax
Appreciated Securities	During Your Life or Through Your Estate	Stocks, Bonds or Mutual Funds	Capital Gains
IRA Qualified Charitable Distribution	During Your Life (70 1/2 and older)	Through your IRA	Income Tax
Charitable Lead Trust	During Your Life or Through Your Estate	Cash, Appreciated Securities, Real Estate/ Property, or Complex Assets	Income Tax, Capital Gains, Estate Tax
Real Estate	During Your Life or Through Your Estate	Real Estate	Capital Gains, Estate Tax, Income Tax
Personal Property	During Your Life or Through Your Estate	Personal Property	Income Tax, Capital Gains, Estate Tax

Palm Beach Day Academy receives returns on their endowment investments each year. Those returns are generally spent at an approximate rate of 5% each year. PBDA's endowment is a permanent source of funding that provides fiscal stability and enables our mission to be met in perpetuity.