PLANNED GIVING OPPORTUNITIES

There are many options when considering a planned giving donation. Planned giving opportunities can be made through Annual Fund, Capital Fund or Scholarship Fund.

Annual Fund

Monies used for operational purposes.  Examples: Tuition & Scholarship Assistance; Science Equipment

Capital Fund

Monies used for school improvements or additions.

Examples:

Monies used for building projects; Landscape Improvements 2

Endowment

A permanent and perpetual gift. Only the earned income (interest) from the gift will be used for whatever purpose the donor designates.

There are many choices in which a donor can give to Ladywood High School. When considering your gift and the amount, always check with your estate planners, lawyers or accountants to help clarify the tax benefits as well as the proper legal procedures when donating. Know that your gift will pass on the gift of Catholic Education to a new generation of learners and be a faith expression in your belief and commitment to a Felician/Franciscan Catholic Education.

Securities:

When you give stocks, bonds and mutual funds. Please check with your licensed broker when donating in this manner.

Life Insurance:

Paid up policies or cash value are methods to allow Ladywood to be a beneficiary or co- beneficiary of the donor’s policy.

Real Estate/Personal Property:

Residences, buildings and farms or any personal property that has sufficient value such as jewelry, art or other collections.

Bequests:

Wills are the most common planned gifts. Donors can bequeath to Ladywood any percentage of an estate or any percentage of the remainder of the estate.

Cash/Check:

Donations to Ladywood will always be accepted in either form. When you wish to donate by credit card, please check with the Business Office.

In Kind Gifts:

Gifts of services or equipment.

Commemorative Giving:

A memorial gift will remember and honor a loved one for many years to come.

Living Trusts:

Earnings of a trust can be donated yearly. Upon death, one may want to bequeath all or part of the remaining assets as a charitable gift to Ladywood.