Andrews Osborne Academy is a 501 (c)(3) not-for-profit organization, and contributions are tax-deductible to the extent of the law.  There are several ways to make a gift:

List of 6 items.

  • Cash Gifts

    Many donors can make a gift by credit card online. Click here to give now.  You may also give by sending a check or money order to:
    Andrews Osborne Academy
    The Advancement Department
    38588 Mentor Avenue
    Willoughby, OH 44094
  • Domestic/International Wire Transfer

    For international wire transfers please use this information:

    Beneficiary Bank:     ERIEBANK A DIVISION OF CNB Bank
                                        31 S. Second St.
                                        Clearfield, PA  16830
                                                                              
    Beneficiary Bank Routing:  ABA # 031306278
     
    Beneficiary Swift Code:  CNB BUS 33
     
    Beneficiary:  Andrews Osborne Academy
                           38588 Mentor Ave
                           Willoughby, OH  44094
     
    Beneficiary Account# 2201105100
     
    Phone:  440-942-3600 
     

    For domestic bank transfers please use this information:

    Beneficiary Bank:       ERIEBANK A DIVISION OF CNB Bank
                                          31 S. Second St.
                                          Clearfield, PA  16830
                                                                              
    Beneficiary Bank Routing:  ABA # 031306278
     
    Beneficiary:  Andrews Osborne Academy
                           38588 Mentor Ave
                           Willoughby, OH  44094
     
    Beneficiary Account# 2201105100
     
    Phone:  440-942-3600 
     


  • Gifts of Securities or Stock

    Donors may realize substantial tax savings by transferring appreciated stock to the school prior to their sale. Capital gains on the amount of the appreciation are avoided and the donor receives a tax deduction for the full market value. For stock instructions, contact Maureen Ischay at mischay@andrewsosborne.org or (440) 942.3600.
  • Matching Gifts

    Many companies will match the charitable contributions of their employees. Please check with your employer to see if they participate in the matching gift program.
  • A Planned Gift

    What is the Andrews Osborne Academy Legacy Fund of the Cleveland Foundation?

    The Andrews Osborne Academy Legacy Fund of the Cleveland Foundation is an organizational fund that provides ongoing financial assistance to Andrews Osborne Academy (AOA) and its programs. The fund is held and managed by the Cleveland Foundation, which invests the assets for a greater return on investment and fiscally prudent growth. Each year, a percentage of the fund is available for the needs of AOA. Unless it is determined otherwise, the assets of the fund are reinvested to protect against inflation and to meet the future needs of the organization.

    Donors to the Legacy Fund provide AOA with an important source of revenue now and in the future. These dollars, combined with AOA’s partnership with the Cleveland Foundation, afford a measure of security to allow our school to focus on its mission. The fund offers donors a wide variety of giving vehicles to meet their philanthropic goals.

    How can you help AOA by supporting its organizational fund at the Cleveland Foundation?


    Types of Planned Gifts

    Bequests – A bequest to the Legacy Fund is one of the most essential ways to provide a future gift to benefit AOA. The Cleveland Foundation can coordinate with your legal professional to discuss specific bequest language for inclusion in your will or trust.

    Charitable Gift Annuities – A charitable gift annuity is an irrevocable gift that returns an income stream to the donor or another beneficiary over their lifetime.

    The donor qualifies for an income tax charitable deduction for part of the gift, while the payments to the beneficiary may receive favorable tax treatment based on the asset used to fund the gift.

    At the end of the gift term, the remainder of the annuity would support the Legacy Fund to help substantially meet the future needs of AOA.

    Life Insurance Policies – Life insurance policies can become an excellent tool to support the Legacy Fund. There are a number of different ways to structure such a gift. The Cleveland Foundation can work with you, AOA, and your professional advisors to review these options and select the best choice based on your unique circumstances.

    Charitable Remainder Trusts – Charitable remainder trusts allow donors to create an income stream for themselves or other beneficiaries for a term of years, with the remainder of the trust corpus creating a gift to charity, which can include Legacy Fund.

    Charitable remainder trusts are flexible enough to permit the use of a variety of assets, including cash, securities, and at times, even real property.

    The Cleveland Foundation will work with you and your professional advisors to provide sample calculations, which will help you determine whether this vehicle is right for your philanthropic goals.

    Charitable Lead Trusts – As the opposite of a charitable remainder trust, a charitable lead trust provides payments to Legacy Fund, and remaining assets would be transferred to other individuals or even back to the donor at a future date.

    The Cleveland Foundation can work with you and your team of professional advisors to review sample illustrations to ensure you choose the best approach for your charitable goals.  

    Other gifts accepted include IRA’s, life insurance, and real and personal property. Our team of experts can work with you and your professional advisor to choose the right planned gift based on your personal circumstances and charitable goals.

    Your gift can have an impact on the lives of others for generations to come. Please consider how you might create a legacy through the Legacy Fund of the Cleveland Foundation.


    Bequest
    Charitable Gift Annuity
    Charitable Remainder Trust
    Charitable Lead Trust
    Revocable
    YES
    NO
    NO
    NO
    Minimum Gift
    NONE
    $10,000
    $100,000
    $1 million
    Appropriate Assets Used
    VARIOUS
    CASH OR MARKETABLE ASSETS
    VARIOUS
    VARIOUS
    Tax benefits
    ESTATE
    INCOME & ESTATE
    INCOME & ESTATE
    INCOME & ESTATE
    Will this gift create a stream of payments to one or more individuals?
    NO
    YES
    YES
    NO
    Additional gift options
    YES
    NO
    DEPENDS ON TYPE
    YES
    Age limits
    NONE
    ⋝ 60
    ⋝ 60
    ⋝ 60

    Recognition

    Legacy Society List 

    AOA Alumnus - Phoenix
    Andrews Alumnae - Rose
    Phillips Osborne Alumnus - Knights

    Legacy Society Luncheon - Yearly luncheon to provide an update of the school’s long-term and short-term plans to our planned giving donors.

    Tokens of Gratitude

    Free Planned Giving Support

    For more information, please contact Maureen Ischay at 440-942-3600 X235, mischay@andrewsosborne.org or the Cleveland Foundation Advancement team at 216-685-2006.
     
  • In-Kind Gifts

    Goods or professional services may be donated by businesses and/or individuals to AOA in support of events or programming.

Contact Us

If you have any questions or would like to discuss any of the above options, please contact Maureen Ischay, Chief Development Officer, at mischay@andrewsosborne.org or by calling her at 440.942.3600 ext. 235.

Andrews Osborne Academy

Grades PK - 12, PG
PHONE (440) 942-3600
F
AX (440) 942-3660
Located In Willoughby, OH, Andrews Osborne Academy is a Private Co-ed Day & Boarding College Preparatory School For Grades PK - 12, PG. Students benefit from a challenging academic program, fine and performing arts, competitive athletics, and a wide selection of extracurricular activities.