Planned Giving

What is Planned Giving?

  • Planned giving is a gift given in any amount and for any purpose (current operations, capital campaign, endowment) in which the donor makes a gift in light of personal, estate or financial planning considerations.
  • Bequests, gift annuities, life insurance benefits, charitable remainder trusts and gifts of appreciated securities are all examples of planned gifts.  Such gifts can in some circumstances, maintain or increase your annual income, provide significant tax deductions and avoid capital gain taxes while still supporting Alleman High School

 

Who benefits from my Planned Giving?
Alleman High School will be able to continue its mission of providing a sound Catholic education for youth in the Illinois Quad Cities.

 

Consider the tax benefits:
Every gift made to Alleman High School is tax deductible.  No matter what your income, if you itemize, you can always lower your income taxes through charitable giving.  Gifts of certain property, such as stocks, bonds, and mutual funds that have increased in value, can result in extra tax savings.  If you have owned appropriate assets for longer than a year, you can deduct the entire value from your income, including any paper profits you may have had in the investment.  The amount of savings will depend on you tax bracket.  We urge you to discuss you tax planning with your accountant or other financial advisor.

 

Planned Giving Brochure

 

 

Planned Giving

Alleman High School develops a faith-filled community by exemplifying gospel values through Catholic education.