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Planned Giving

Planned Gifts offer alumni, parents and friends opportunities to make more significant gifts to McNicholas High School than possible in their lifetimes. Generous contributors who remember our school with their bequests and other forms of planned gifts have and will continue to be important to ensuring a McNicholas education is available for future generations of students.

Bequests, life insurance, charitable gift annuities, charitable remainder trusts, and retirement assets are examples of planned gift options. With some options, you increase your income and receive a charitable gift tax deduction while contributing to McNicholas.

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. 

If you are considering a planned gift, please consult your financial advisor or attorney when making a gift plan. These professionals can help you realize your specific goals as well as give you more detailed information about a plan that best suits you and your goals.

You may also contact Director of Development John Jorden at 231-3500 ext. 5190 for more information on the following planned giving options:

• Bequests
• Charitable Gift Annuities
• Charitable Remainder Trusts
• Charitable Remainder Annuity Trusts
• Charitable Remainder Unitrusts
• IRA and Retirement Plans
• Life Insurance

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