How to Give

Leaving a Legacy Gift to Cathedral High School

A Gift to Cathedral High School

A practical way to make a planned gift to Cathedral High School is to include Cathedral High School in your will or revocable trust, or as a beneficiary of your retirement plan or life insurance. If you have already made a provision to include Cathedral High School in your financial planning, please notify us by completing and returning this document. By documenting your bequest intention, Cathedral High School will have an opportunity to recognize your generous support in your lifetime.

Information provided to signify your bequest intention to Cathedral High School will remain completely confidential unless you authorize Cathedral High School to publicize your gift. Cathedral High School understands that all bequest provisions are revocable, and any intentions stated here are not binding on you or your estate.

I have made revocable gift commitments for Cathedral High School as follows (check all that apply):

Bequest Approximate value: $_______________

Life Insurance Policy Approximate value: $_______________

IRA or other retirement plan Approximate value: $_______________

Other asset Approximate value: $_______________

Recognition (Select one.):

I/we accept membership into the Sister Mary Black Legacy Society (recognition society for donors who have included Cathedral High School in their estate plan). Please publish my/our name(s) among your lists of Sister Mary Black Legacy Society members.
Please clearly print the text as it should appear: _____________________________________________

Please do not list my/our name(s) publicly.

________________________________________________
Signature

________________________________________________
Date

________________________________________________
Name (please print)

________________________________________________
Signature

________________________________________________
Date

________________________________________________
Name (please print)

Contact information—representative of my estate:

________________________________________________
Name

________________________________________________
Telephone

________________________________________________
Role

________________________________________________
Email

I have attached documentation from my will, retirement plan, life insurance policy, or trust.

If your gift is for a percentage of your estate, rather than a fixed amount, Cathedral High School will be happy to use your good faith estimate of the current value based on this percentage. While not required, you may wish to include a copy of the relevant portion of related documents.

Questions? Contact Me.

Dan Carmody, President

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© Planned Giving Marketing. This document is informational and educational in nature. It is not offering professional tax, legal, or accounting advice. For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.