Legacy Giving

Maybe though our children, our loved ones or through the different people’s lives we reach with our actions!

Impacting the lives of others has been an integral part of Catholic education at Xavier for decades and throughout our storied history, the generosity of individuals has helped create a tradition of excellence. Remembering Xavier Catholic Schools in your will or trust ensures a bright future for generations of Hawks. The Xavier Legacy Circle is a tribute to those generous individuals who have made plans to touch the lives of others by creating their own personal legacy and making a provision in their will for Xavier Catholic Schools or the Xavier Foundation. By joining, you have the knowledge of knowing your impact will live forever and that Xavier will remain strong in the future!

To become a member, simply inform the Xavier Advancement office that you have included Xavier in your estate plans. We will work with you to gather the required documentation and make sure that your gift is directed to those areas that you have the greatest passion to support and enhance.

While the majority of previous legacy gifts have gone to support scholarships and tuition assistance, we continue to focus future growth in the following areas: • Endowments for faculty and staff salaries and benefits to ensure that we can maintain the highest quality academics and faith development, in addition to rewarding our system's greatest asset. • Endowments to fund technology and academics and keep Xavier a leader in developing a quality work force and providing students the tools they need to be successful in our ever-changing world. • Funds to cover the cost of capital expenses and deferred maintenance in order to keep our facilities safe, up-to-date, and allow budgeted dollars to be directed toward student development. • Unrestricted funds that allow Xavier to provide for the areas of greatest need.

There really is no single way. The approach you choose will depend on many factors, such as your goals and objectives, family situation, and stage in life. For example, you can: • Make a single, lump sum or series of gifts during your lifetime. • Make a gift that provides income for yourself or a loved one now, and then benefits Xavier in the future. • Make a gift that takes effect after your death. This can be a specific dollar amount, a percentage of, or remainder from your will, trust or other asset such as your retirement fund, investment account or insurance policy. 32 X, The Xavier Magazine • Winter 2022

Donating appreciated securities is one of the most advantageous ways to make a charitable gift. Xavier Catholic Schools gratefully accepts gifts of stocks, bonds, and other publicly traded securities. When making a gift of securities, we strongly encourage you to seek guidance of your financial advisor, tax accountant, or attorney. The Xavier Advancement Office will promptly process securities gifts transferred from brokerage accounts as well as those held in certificate forms.

TYPE OF PLANNED GIFTS INCLUDE:

• Bequest through a will or living trust • Charitable gift annuity • Charitable remainder trust • Charitable remainder trust • Gifts of stock/ securities • Beneficiary designation on retirement plan assets, brokerage accounts, or donor advised funds. • Outright gift of, or a remainder interest in a personal; residence or property.

To learn more about the Xavier Legacy Circle and planned giving opportunities contact Bob Biebel at bbiebel@xaviercatholicschools.org or (920) 735-9380 Ext 5502.

A legacy gift is one of the most personal gifts you can make. The following members of the Xavier Legacy Circle have thoughtfully included Xavier Catholic Schools in their estate plans. We are deeply grateful for their commitment to ensure opportunities for future generations of students to carry on the Xavier legacy of excellence.

Anonymous Eileen* and Jerry* Auer R. Virginia Bartelt Mike and Karen Bendel Robert* and Mary* Bodoh Joseph and Linda Bound Kathleen Curry-Wagner* Tom and JoAnne Dolata Ralph Dorn '63 Deacon Ray DuBois Thomas B. '63 & Rita (Sachs) Engel '63* Margaret Bekkers and Thomas Feavel '62 Michael Flanagan '62 Hector and Delia Gonzalez Doug and Sue Hahn H'13 Bob Hayes '71 and Sue Hayes Dr. Pete and Lynlee Hehli Michael Heideman* '66 and Sallie Kranhold Heideman '66 Glenn Higgins '73 and Anne Salm Higgins '77 Mary Jagdfeld Hlaban '64 Mark Hoffmann '80 and Kerry Kampf Hoffmann '80 Judith Keller '63 Lawrence Konz '68 and Charley Konz R.L. Konz Kelly Kornely '63 and Sheila Kornely Tom and Meg Lauterbach David and Patricia Lee Greg and Meg Linnemanstons Kevin and Elizabeth Lonergan Brian and Jeanne Martens Ted and Kathy Menge Paul Meyer '85 and Kate Myers Meyer '85 Mary Beth Nienhaus Dave and Kim O'Brien Neil and Lisa Pfaff Lyle and Christine Richter Don* and Barbara Romenesko Merton* and Genevieve* Schulz Richard Schwab '63 Douglas Simon '87 and Renee Simon Rollie Stephenson and Sue Femal Stephenson '66 Kevin and Tammy Stini Greg Strick '93 and Elizabeth Welch Strick '93 Steve and Sue Taylor H'14 Jim and Maria Totzke Mark Towsley '66* Kathleen Arens Uecker '69 Ralph* and Adeline* Ulman Paul Utrie and Robin Goldsmith-Utrie David Van Hoof and Tari Peerenboom Van Hoof '73 Francis* and Josephine* Van Lieshout H'00 David Van Lieshout '64 and Connie Van Lieshout Robin and Terry Van Zeeland Ben* and Priscilla Vanden Heuvel Clarence* and Dolores* Wallace H'93 Brian Wallace '86 and Catherine Colling Wallace '88 Jim Weiland and Ellen Barry Weiland '71 Robert and Becky Weiske Joe Welch '84 and Debby Van Schyndel Welch '84 Timothy and Camille Welch Paul and Judy Werner H'01

*= Deceased H’= Honorary alumni