Ways to Give

Contributions from individuals, organizations and foundations supplement the financial support which is needed to balance expenses that tuition alone does not cover. There are many ways to make a gift to the school, ranging from outright gifts to securities and bequests.  Whichever method you choose, the Development Office will ensure that you or your organization receive the maximum benefit, tax credit and recognition for your generosity. The Development Office is available to assist you and your professional advisor in planning the gift that best suits you.  Contact Director of Development Carolyn Adam at 513-231-3500 x5817.

Outright Gifts

Most gifts are made through outright contributions. Outright gifts are used to meet the school’s current needs, helping support our mission, and are the most popular way to show support for the school. The most common outright gifts come in the form of cash, check, money order, credit card charge, securities, real estate and/or personal property. Your gift is tax deductible in the calendar year the gift is made.

Securities and Stocks

Appreciated securities are an excellent asset to use in making a charitable gift. You can maximize tax savings by receiving an income tax charitable deduction for the fair market value of the appreciated securities and you may avoid capital gains tax. Your broker can electronically transfer stock directly to Archbishop McNicholas High School.  Click here for Stock Transfer Instructions.

Bequest

Bequests are planned gifts where a donor may designate a contribution to benefit Archbishop McNicholas High School by including the school in your will. You may arrange for a gift of cash, assets or property.  Bequests may be made for a specific amount, a percentage of your estate, or a residual portion.

Simple Gift Annuity

You may designate cash or appreciated assets as a cash annuity. This gift is easy to create, the tax savings can be substantial and it may increase your spendable cash.

Charitable Remainder Trust

Under a Charitable Remainder Trust (CRT), a donor transfers money or property in trust for the benefit of Archbishop McNicholas High School. The trust makes payments to the donor or to the designated beneficiary/ies for life or for a period of years (not to exceed 20) designated in the trust agreement. When these payments terminate, the remaining assets in the trust pass to Archbishop McNicholas High School.

Lead Trust

This planned gift provides an immediate income stream to Archbishop McNicholas High School for either a fixed period of years (up to 20) or for the donor’s lifetime. At the end of the period, the principal reverts to the donor or passes to the donor’s heirs. This trust shelters current income while preserving the principal for you and your family.