Planned Giving

“There is a strange charm in the hope of a good legacy that wonderfully reduces the sorrow people otherwise may feel for the death of their relatives and friends.”
Miguel de Cervantes Saavedra

Planned giving is a major gift that comes from the donor’s financial or estate planning. Gifts could come from appreciated securities or stock, real estate, a retirement plan or even cash – but they are generally made from outside of one’s discretionary income. Some donors are in a position to make the gift (or multiple gifts) during their lifetime, but many make the gift as a bequest in their will. Planned gifts can offer many benefits to the donor, including tax benefits or the potential for returned income.

Often times, a planned gift is put in an endowment fund, which allows the one-time gift to grow and provides a permanent source of funds for the intended beneficiary. Bishop  Hartley is blessed to receive financial support from several endowment funds created by generous donors. More information about these ten endowment funds can be found HERE.  You can also make an on-line contribution from that list of funds.  We ask you to consider making a contribution to these existing funds or, if you’re able, consider opening your own endowment fund with Bishop Hartley High School as the beneficiary.