PLEASE CONSIDER BECOMING A MEMBER OF THE BROTHER DONNAN BERRY, SC LEGACY PARTNERSHIP BY ONE OF THE FOLLOWING OPTIONS: •
Bequest - A gift in your will can be a percentage of your assets or a designated amount.
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Retirement Plan Assets – You can list Catholic High School as a beneficiary of part of your IRA or retirement plan.
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Appreciated Stock – If you owned stock for more than a year, consider donating it to the school.
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Appreciated Property – Consider donating securities, jewelry or real estate (with approval of the CHS Board of Directors) that you have owned for over a year and avoid capital gains tax on appreciation.
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Charitable Remainder Trust – Create a retirement plan that offers maximum income and makes deferred charitable gift to Catholic High.
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Life Insurance Policy – List Catholic High School as a beneficiary, (in whole or in part) of your life insurance policy.
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POD (Payable-on-Death) Accounts – Properly notify you bank that you would like CHS to inherit a portion of money from your bank account or a certificate of deposit. This can also be done in whole or in part.
If you are interested in planning a legacy gift for Catholic High School, please contact your attorney or tax advisor to help you customize your gift. You may also contact the Director of Advancement, Jamie Segar ’90 or Director of Legacy Gifts, Margie Alexander at (225) 382-0593 for further assistance.
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