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Legacy Giving

Home / Welcome to Advancement / Legacy Giving

Leave a Legacy to the Heart!

The Sacred Heart family has always been endowed with a charitable spirit. But no community has embraced philanthropy more than Sacred Heart High School.
A Legacy Gift to the Heart can be designated to a personal area of interest. Gifts can help ensure that Sacred Heart High School continues to meet the needs of our school annually. You may earmark your gift for general operations, scholarships, academic programs, fine arts, technology, capital improvements or other areas of the donor’s choosing.

Anyone can leave a legacy that will be felt and remembered at the Heart for generations. Please contact Mrs. Eileen Regan, President at 753-1605, extension 14 to discuss how you can make a legacy gift to Sacred Heart.

Common, Simple and Easy Legacy Gifts

It is quick and easy to name Sacred Heart High School as a full or partial beneficiary of:

  • Stocks or bonds
  • IRA or pension funds
  • Life insurance policies
  • Annuities

Simply ask the appropriate institution for a Beneficiary Designation Form, fill in and sign. We will always ensure a donor’s wishes for the use of the gift are met.

More Complex Legacy Gifts

With changing patterns of wealth, philanthropy interests and tax savings are often linked. With careful thought, preparation and professional advice, a donor can leave a legacy of significance, often with dollars that might otherwise be spent on taxes.

Legacy gifts of this kind are becoming more popular because they can often:

  • Increase current, lifetime income for the donor or others
  • Reduce the donor’s income tax
  • Avoid capital gains tax
  • Pass assets to family at a reduced tax cost
  • Make significant donations to charity

There are many vehicles that can help a donor provide for their family as well as leave a lasting legacy to Sacred Heart, often with major tax advantages. Please consult an attorney or financial advisor for more information.