Leave a legacy of support by including the Incarnate Word Academy in your estate plan. We invite you to join the Jeanne de Matel Heritage Circle and allow us to recognize you for your support.
Planned gifts are as unique as the donors who make them. Making a planned gift may allow you to give a much larger gift while still providing for your loved ones. Proper planning can ensure that your wishes, desires, and passions are recognized. Your gift of future support will play an important role in ensuring sustainability and academic excellence for generations to come.
Ways to Give a Deferred Gift
Consider the following options with your financial planner or attorney:
- Will or Trust – Include a gift to Incarnate Word Academy in your will or trust. Bequests can be of any asset you own. A bequest may be made for a specific item, amount, or percentage of your estate.
- Life Insurance – Name Incarnate Word Academy the beneficiary of an existing life insurance policy or transfer the policy making Incarnate Word Academy the owner.
- Retirement Plan – Avoid double taxation on retirement plan assets in your estate. Name Incarnate Word Academy as whole or partial beneficiary of your IRA, 401K, or other qualified plan using the beneficiary designation form from your financial institution.
- Marketable Securities: Stocks, Bonds, and Mutual Fund Shares – Giving appreciated assets is one of the most tax-efficient ways to make charitable donations.
It is always wise to consult a tax advisor or tax attorney to determine your tax benefits of any of these various charitable giving methods.
Share Your Plans
Have you already included Incarnate Word Academy in your estate plans? If so, please let us know so we can thank you and welcome you to the Jeanne de Matel Heritage Circle.
Have a question? Contact Connie F. Cadena at (361) 883-0857, X100 or firstname.lastname@example.org.