Planned Gving
Planned Giving: Leave a Lasting Legacy
Thank you for considering a planned gift to support the mission of St. Peter’s School of academic excellence and spiritual formation. Your generosity ensures that future generations of students will benefit from the same transformative education that has defined our school’s legacy.
Why Consider Planned Giving?
Planned giving allows you to significantly impact St. Peter’s School while fulfilling your financial and philanthropic goals. By including the Msgr. Edward C. Dunn Foundation, in your estate plans, you create a lasting legacy that perpetuates our commitment to fostering young minds in a nurturing Catholic environment.
Types of Planned Gifts
Bequests: Designate the Msgr. Edward C. Dunn Foundation for Education EIN: 34-1477702 as a beneficiary in your will or trust. You can specify a percentage of your estate, a specific amount, or residual assets after other bequests.
Charitable Gift Annuities (CGAs): Receive fixed payments for life while supporting the Msgr. Dunn Foundation. After your lifetime, the remaining balance supports our mission.
Life Insurance Policies: Name Msgr. Edward C. Dunn Foundation as a beneficiary of your life insurance policy, either fully or partially.
Retirement Assets: Designate Msgr. Edward C. Dunn Foundation as a beneficiary of your retirement plan assets, which can have significant tax benefits for your estate.
Charitable Remainder Trusts (CRTs) and Charitable Lead Trusts (CLTs): Explore these options with your financial advisor to create a tailored plan that benefits both you and Msgr. Edward C. Dunn Foundation.
Benefits of Planned Giving
- Impact: Ensure the future sustainability of Msgr. Edward C. Dunn Foundation and its ability to provide a Catholic education to future generations.
- Tax Advantages: Depending on your country’s tax laws, planned gifts may offer income and estate tax benefits.
- Recognition: Join the Msgr. Edward C. Dunn Foundation Legacy Society and receive special recognition for your commitment to our mission.
How to Make a Planned Gift
Making a planned gift is straightforward and can often be accomplished through a simple addition to your existing estate plans. We recommend discussing your intentions with your financial advisor or attorney to ensure your wishes are accurately reflected in your estate planning documents.
Contact Us
For more information on planned giving options or to inform us of your intent to include Msgr. Edward C. Dunn Foundation, in your estate plans, please contact the Foundation or click the link below to request more information.
Your planned gift ensures that Msgr. Edward C. Dunn Foundation continues to provide a transformative Catholic education rooted in faith, excellence, and service for generations to come. Thank you for considering a legacy gift to support our mission.