Legacy Circle

2011 is the inaugural year of The Concordia Academy-Roseville Legacy Circle. Legacy Circle members are those who have committed to leaving a legacy of support to the ministry of Concordia Academy by remembering CA in their wills or estate plans.

Legacy Circle members, with their permission, will have their names written in Concordia Academy’s Book of Witness and Remembrance. This book will be used to celebrate and remember those who have given witness now, and to future generations, that they recognize and are committed to the great work that God does through the ministry of Concordia Academy. If members wish, they may also have their membership listed “in honor of” or “in memory of” a parent, teacher, pastor or other person who has impacted their lives. Members may also be listed as “anonymous”.

Qualifying for Concordia Academy’s Legacy Circle

• Including Concordia Academy in your will or estate plan
• Naming Concordia Academy as the owner and beneficiary of a life insurance policy
• Creating a charitable trust with Concordia Academy as a beneficiary
• Establishing a charitable gift annuity for the school
• Designating Concordia Academy as the beneficiary of a qualified retirement plan, such as a 403(b), 401(k), Keogh or IRA

If qualify for Concordia Academy’s Legacy Circle and would like more information, or if you would like to be connected with someone who can help you with estate planning please email Dr. Tim Berner or call him at 651-484-8429 ex. 111.

Wording for including Concordia Academy in your will or estate plan:

I/we wish to devise to Concordia Academy-Roseville, 2400 North Dale Street, Roseville, Minnesota 55113 (Federal Tax Identification #41-0845401; Minnesota Tax Exemption #9030096) as a beneficiary in my/our estate for the specific sum of $__________________; or __________________ percent of my/our estate for _____________________.

(In this last space write: “wherever most needed,” endowment, student aid, or any other place you would like you gift to be used.


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