Planned Giving

Saint Ursula Academy provides donors with the opportunity to become a member of the Mother Fidelis Legacy Society.  It is a way to express your desire to share your resources and help ensure the future of Saint Ursula Academy.  Our planned giving program offers vehicles that can fit the donors needs while realizing a tax savings. 

If you are interested in learning more about our planned giving program or becoming a member of our Mother Fidelis Legacy Society by making a gift to Saint Ursula Academy, please contact Judy Sandquist, Director of Major and Planned Giving at jsandquist@saintursula.org or 513-961-3410 x151.


 

Ways to Give

Bequest
Charitable Gift Annuities
IRA Charitable Rollover
Life Insurance Beneficiary Designation
Charitable Remainder Trusts
Charitable Lead Trusts
Endowment Gifts

Planned Giving Newsletter

Planned Giving Newsletter - Summer 2006
Planned Giving Newsletter - Fall 2006
Planned Giving Newsletter - Winter 2007
Planned Giving Newsletter - Summer 2007
Planned Giving Newsletter - Fall 2007
Planned Giving Newsletter - Spring 2008

 

Annuity Rates to decline in July - ACT NOW

The American Council on Gift Annuities announced that the suggested rates on Gift Annuities will decrease effective July 1, 2008 due to economic conditions.  If you are considering this type of charitable gift you will receive higher payments if the gifts is completed by July 1, 2008.  For more information, please contact Judy Sandquist at jsandquist@saintursula.org or 513-961-3410 ext. 151.

Giving Opportunities
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