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.
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