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Planned Giving

 

Planned Giving is a way for you to make a gift to help Holy Child while securing the financial needs of your family and loved ones. Donors should be encouraged to consult their tax planners or attorneys, as well as the Development Office, so that the proper vesting language is used to ensure the funds go to the School. The benefit of planning is twofold:

  1. To ensure the gift fits your financial needs and objectives.
  2. To ensure your gift will be put to the best possible use. Often a planned gift may provide for loved ones and the school as well as create tax benefits for you. You can make a current planned gift, such as giving stock to Annual Giving, or a deferred planned gift. Deferred planned gifts include establishing a trust or annuity; giving stock, real estate, or life insurance; naming the school as a beneficiary of your pension plan; or remembering Holy Child in your will.

If you are interested in learning more about making a planned gift to School of the Holy Child, please contact Alexis McGrath, Associate Director of Development.


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