Planned Giving

A planned gift to Charles Wright Academy is a powerful way to ensure future Tarriers continue to learn and thrive. By including CWA in your estate plans, you join The Founders’ Society, and you weave our school into your family’s story for generations to come.

PLANNED GIVING INTEREST FORM

Planned gifts empower you to support our programs, reduce your tax obligations, and create a lasting mark on our institution.

A gift from your estate may be the largest gift you’ll ever make to CWA — and we want to be sure it has the significant and lasting impact that you intend. If you would like your estate plan gift to be used for a particular purpose, such as establishing an endowed financial aid fund or supporting a particular program, please contact us to learn more. We will help you include the right language in your estate plan and accompanying documents.

Office of Development
Call: (253) 620-8366
Email: giving@charleswright.org

Tax Information
Legal Name: Charles Wright Academy
Tax ID Number: 91-0673111

Beneficiary Designations

Bequests

A charitable gift from your estate is a favored method of giving that enables you to achieve your financial goals and benefit CWA. No other planned gift is as simple to implement or as easy to change should you ever need the assets during your lifetime.

A bequest may be right for you if:

You would like to make a meaningful gift to CWA.
You want the flexibility to change your mind.
You want continued access to your wealth, should you need it.
You are concerned about outliving your resources.

Many donors choose to give via appreciated stocks, bonds, mutual funds, or exchange‑traded funds because these gifts can make a meaningful difference for our mission while also offering potential tax advantages.

If you’re considering a gift of appreciated assets, you can work directly with your broker to complete these transfers. Please email giving@charleswright.org to request CWA’s transfer information.

BEQUEST LANGUAGE FOR DONORS