The Crusader Legacy Society recognizes the generosity of our alumni, parents and friends who have made a planned gift to Bishop Sullivan Catholic High School. Eligibility for membership is not dependent on the amount of the gift or the age of the donor. Membership in the Crusader Legacy Society is permanent and will continue as long as the gift remains in effect.
Gifts may be unrestricted or designated for a particular purpose, and there is no minimum amount.
CREATING YOUR LEGACY Please consider the following gift opportunities
BEQUESTS: A bequest is the simplest and most traditional way of making a planned gift. You make a provision in your will or trust for a gift to the school. You can leave a specific amount of money or asset, or a percentage of your estate. You can also make a residuary bequest by giving remaining assets to the school after providing for others.
LIFE INSURANCE: Three Ways to Give Life Insurance • Designate Bishop Sullivan CHS as a beneficiary of your life insurance policy; or • Give our school a fully paid life insurance policy that you no longer need; or • Purchase a new policy and name Bishop Sullivan CHS as the owner and beneficiary. You will then be asked to contribute the equivalent of the annual premium payment to the school. This premium contribution is tax deductible and is used by the school to pay the insurance premium.
RETIREMENT PLANS: Individuals who have IRAs, 401(k) plans or other retirement plans can make the school the beneficiary. A retirement plan is an important building block for the future. Sometimes an account is no longer needed as a primary source of retirement income. As a result, any assets remaining in an account when the individual dies will be subject to income, and in some cases, estate taxes. By naming Bishop Sullivan CHS as the beneficiary you will avoid these taxes while helping the students of our school.
THROUGH YOUR GIFT YOU CAN:
» Provide a legacy for future needs by making an unrestricted gift.
» Create a scholarship for deserving students.
» Support our academic, athletic or fine arts programs.
» Provide support for our building, technology and equipment initiatives.
THE CRUSADER LEGACY SOCIETY
Mr. Dan Coogan ‘55
Margaret Costa Trust Share †
Kim and Keith Curtis
Mrs. Betty Harmon Edwards
Mr. William Ewald ’60 & Mrs. Maryann Ewald
Mr. & Mrs. Donald Grey
Mr. Wade M. Johns †
Mr. Matthew Malone ‘90
Mr. Arthur C. Mullen †
Mrs. Kathleen O’Connor Neff † ‘68
Rev. Msgr. William L. Pitt †
Mr. Dennis Price ’67 & Mrs. Kathy Price ‘67
Bishop Walter F. Sullivan †
Mr. William H. Tamm †
William J. O’Brien †
For more information about making a planned gift, please contact Lisa Hamlet, Director of Advancement, at (757) 467-2679. You may also wish to contact your attorney or financial advisor about the tax benefits of a planned gift.