A planned gift to Mother McAuley indicates a commitment to the long-term success of the School and its students. These gifts, generally made through bequests and trusts, will create a very strong cornerstone for the future of McAuley. Making a planned gift confers membership in the Catherine McAuley Legacy Society.
Planned gifts to McAuley can help:
further the School and its mission
ensure the future financial strength of the school beyond annual fundraising
provide future generations of students with an exceptional learning experience
create a lasting legacy for the women of tomorrow
PLANNED GIVING IS SIMPLE.
Click on the tab "gift ideas" below to see how easy it is to include Mother McAuley in your estate. You also may complete the form to the right and a member of our Institutional Advancement team will contact you. We are committed to providing you with the information you need to pursue your personal, financial, and charitable giving goals.
Many loyal supporters of the school have chosen to join the Catherine McAuley Legacy Society by including Mother McAuley in their estate planning. There is no minimum contribution—just the desire to participate in McAuley’s future.
Including Mother McAuley as a beneficiary in your will ensures that the school is able to provide an excellent education for students in the future. You can choose to bequeath a monetary sum or a percentage of your estate. If you already have an up-to-date will, you may add a provision for McAuley through a codicil that simply states your latest intentions.
For specific bequest information, including sample language, please click here.
Qualified retirement plans are a good choice for investing in the future of Mother McAuley. If left in your estate, your heirs will pay income tax on these assets in addition to estate taxes, often amounting to a total taxation of up to 75 percent. By bequeathing your retirement plan assets to McAuley, you will make sure that 100 percent of these funds will support your wishes. To learn more, click here.
We appreciate your interest in a gift to Mother McAuley through a stock transfer. Transferring appreciated securities is an excellent way to support Mother McAuley and receive double tax benefits, including, 1.) Charitable income tax deduction based on full market value of the securities, and 2.) Avoidance of the capital gain tax due upon sale of the stock. You may view the stock transfer instructions here.
An outright gift of a paid-up life insurance policy makes an excellent charitable gift. You can also make Mother McAuley the beneficiary of an existing policy, or take out a new policy with McAuley as the owner and beneficiary.