Planned Giving
Plan for Bishop Tomorrow!
Leaving a Legacy at Bishop will ensure the resources necessary to sustain Catholic Education in the Triad.
Deferred, Planned and Estate Gifts secure the sustainability and promise that Bishop holds for future students. They allow for the school to overcome potential obstacles and take advantage of opportunities that could arise.
Ideas of how to plan
Bequests – include a gift to Bishop in your will or trust
Life Insurance – make Bishop McGuinness the beneficiary of an existing life insurance policy
Retirement Plan – if you are 70 ½ years or older you may transfer up to $100,000 free of tax directly from your IRA to Bishop.
Remember you can give gifts in any of the following ways:
* Cash * Securities * Life-Insurance
* Personal Property * Real Estate * Retirement Assets
Explore the above mentioned options with your financial planner in order to strategically meet your financial goals while fueling your desire to support Catholic Education.
Please contact Mr. Dan Gravo at dgravo@bmhs.us.