Honor Someone Special With a Future Gift in Their Name
If you have a loved one who has been impacted by Saint Ursula Academy, establishing a memorial or tribute gift is a meaningful way to honor your loved one or celebrate a special occasion such as a birthday while supporting the work of our mission. Your memorial or tribute gift will be a lasting tribute to your loved one and make a difference in the lives of those we serve.
An Example of How It Works
When Sarah's father passed away, she knew she wanted to do something that would establish a lasting legacy for him. She remembered that during his lifetime he was always praising Saint Ursula Academy for the impact the school had on his daughters.
Sarah decided to make a gift to Saint Ursula Academy in her father's name using appreciated securities. Not only will her father's legacy live on at Saint Ursula Academy thanks to the gift, but Sarah also received a federal income tax charitable deduction (because she itemizes her taxes) and eliminated capital gains tax on the securities.
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- Contact Norah Mock, CAP® at 513-961-3410 x187 or firstname.lastname@example.org for additional information on creating a memorial gift at Saint Ursula Academy.
- Seek the advice of your financial or legal advisor.
- If you make a memorial gift to Saint Ursula Academy through your estate, please use our legal name and federal tax ID.
Legal Name: Saint Ursula Academy
Address: 1339 East McMillan Street, Cincinnati, OH 45206
Federal Tax ID Number: 31-1414367