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 taxsavings. 

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.

IRA Rollover Passes for 2008/2009

Congress extended an excellent charitable planning opportunity for both 2008 and 2009 -  the Tax Extenders and Alternative Minimum Tax Relief Act of 2008 of H.R. 1424.  This act permits an IRA owner age 70 1/2 or older to make a direct transfer to St. Ursula Academy.  The transfer may be up to $100,000 in one year and this IRA Rollover will exist for year 2008 and year 2009.

You can make a gift using funds from your individual retirement account (IRA) without unfavorable tax effects.  In the past you would have to report any amount taken from your IRA as taxable income.  Now these gifts can be easily given without tax consequences.

Remember you must be

This rollover does not apply to planned gifts such as gift annuities.

For more information please consult your tax professional.  Please feel free to call Judy Sandquist, Director of Major and Planned Giving, at 513-961-3410 ext 151 or email her at jsandquist@saintursula.org.

Ways to Give

Bequest
Charitable Gift Annuities
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

If you have any difficulty with our online giving page or using your Discover card, please contact Darcy Acton at 513-961-3410 x186 or Paula Kistner at 513-961-3410 x148. 

Giving

Quicklinks

Centennial Prospective Student Victorian Christmas