Planned Giving - Sacred Heart High School - Waterbury, CT

Planned Giving

The easiest and most cost-effective way to make a deferred gift to SHHS is to make a planned gift. This may be done via a provision in a will or trust; by naming Sacred Heart High School as the beneficiary of a life insurance policy, pension, profit-sharing, IRA or 401(k) plan; or by establishing a Charitable Gift Annuity or Charitable Remainder Trust.

These gifts ensure the school’s strength and academic excellence for years to come. If you do include SHHS in your bequest provision, we would appreciate it if you would notify us accordingly. All notifications are kept confidential.

INVESTMENT OPPORTUNITIES

SACRED HEART FUND

  • Gifts (General)   The capital and/or income may be used for the general operations or projects of the school.

ENDOWMENT FUND

  • GIFTS (Capital)    The capital gift is invested perpetually and only the annual income is used to help deserving students. Family memorials are encouraged or may be given with existing memorials.

ESTATE PLANNING

  • Cash – Tax deductible
  • Securities – Appreciated stocks and bonds – double tax benefits
  • Bequests – Remember Sacred Heart High School in your will
  • Real Estate – Your home or other property
  • Income Interest – Income from existing investments
  • Other Appreciated Property – Art, book collections, jewelry, gold, and stamp and car collections, etc.
  • Life Insurance – New or existing policy
  • Annuity Trusts – Unitrusts – Pooled Income Fund

These estate planning opportunities are similar because they provide the donor with an income and a tax advantage during his/her lifetime and, after death, extend benefits to the surviving spouse.

For further information on investment opportunities and gifts, please contact President, Mrs. Eileen Regan, extension14, or Mrs. Karen Ciarleglio, Director of Advancement at 203-753-1605, extension 12.

It was the four year experience that solidified Dionne’s (and my own) appreciation of how special Sacred Heart High School truly is. SHHS is a place where traditions of excellence are embedded in every facet of the school.
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SHHS will be forever instilled in my heart. The love and the respect between the faculty and students is a bond that is very rare. SHHS has opened its arms to my family, and I am forever grateful.
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The educational background and confidence that our two older children gained at Sacred Heart helped them be successful in their college careers. Their Sacred Heart education prepared them very well to make the transition to college life, both academically and emotionally.
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Sacred Heart High School offers many opportunities for student involvement in co-curricular activities, athletics, and student outreach programs. Service to others is one of the most outstanding qualities Sacred Heart has to offer and, more importantly, takes pride in!
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Guided by a foundation of excellence that is second to none, the Heart is the finest choice for those wishing to pursue a Catholic education. It is a great honor and a privilege that I associate my name with Sacred Heart High School...
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The sense of belonging to The Heart community was immediate and any worries about their transition to high school were immediately put to rest.
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Academic excellence, community involvement, athletics and Christian-based learning all make Sacred Heart High School a top notch school. But what makes Sacred Heart High School a GREAT school is the sense of family one feels the minute a person walks through the door.
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Sacred Heart was more than just my high school, it was my home. Sacred Heart gave me the education and the confidence to thrive and succeed in college, and eventually in my current role at the Waterbury Chamber of Commerce.
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Spirit can be defined as a strong loyalty or dedication. At Sacred Heart, spirit is at the core of all that we do. As a recent graduate, I saw the strength of Spirit at “the Heart” throughout my four years.
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Sacred Heart High School has truly been very instrumental in my life... The values that were instilled in each of us, along with the fine education that I received from dedicated faculty and staff, continue to be meaningful today.
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The school feels like a family. We watch out for each otherand truly care about each other... Come be part of our sacred Heart High School family I know you, too, will be amazed at what our school has to offer!
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Sacred Heart High School is not just a building. It is an investment in life that continues to pay dividends... The Sacred Heart experience is an immersion in a family which will stay with you forever.
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Sacred Heart High School offers students a supportive environment where they can grow and excel in academics, grow in self-confidence, and grow in faith, all of which were so important to our family.
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As we look back, we realize that our years at Sacred Heart not only prepared us to be successful in college, but also set a standard for how to live our lives.
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At Sacred Heart High School, being a student-athlete allowed me to develop leadership skills and instilled in me a passion for success!
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Sacred Heart’s rigorous academic program, combined with its nurturing and spiritual learning environment, provided me with the knowledge, the values, and the social maturity that I needed to be successful in college, in law school, and in my legal career.
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