Giving & Special Events

Planned Giving

"My daughter Taylor and I are proud graduates of AHN! The education we received prepared us for a successful college experience and encouraged lifelong learning. The spiritual support during our 4 years on campus fortified our Catholic faith that we share with our families. We credit the dedicated leadership and faculty for nurturing and inspiring us to always strive to be our best selves. And we are both grateful for the devoted and enduring friendships we developed during our time at AHN! My membership in the Mother Marie Rose Legacy Society is my way of honoring the wonderful place we grew up and ensuring that other young women will be as fortunate as we were to experience AHN!"
- Cindy Haselsteiner Pettit, Alumna, Class of 1978

A Little Planning Goes a Long Way

Did you know that more than 2/3 of Americans give to charities each year? Did you also know that there is a way to support a charitable organization, like Academy of the Holy Names, without writing a check?

Planned giving has traditionally been defined as the gift that an individual makes near the end of his or her lifetime. However, there are several other opportunities for planned giving that make a big impact for both the donor and the charity during a donor’s lifetime.

A meaningful way to support Holy Names is to include it when making your financial plans. Some gifts can be of immediate benefit to AHN; others can be ongoing or deferred. By including Holy Names in your philanthropic plans, you may receive tax benefits, an income stream, as well as the peace of mind that often comes with leaving an important legacy. There are variety of giving options:

Have you heard about a Qualified Charitable Distribution (QCD) from an Individual Retirement Account (IRA)?

Generally, when an IRA owner is 72 years old, the required minimum distribution (RMD) from a traditional IRA is taxable to the owner.
If the owner donates that required minimum distribution, or a portion of it, directly to Academy of the Holy Names, it is considered a charitable contribution and the amount is excluded from the donor’s adjusted gross income in the year the contribution was made.
As you plan your charitable giving for this year, be sure to consult your financial and tax adviser for help in determining the best options for you and your estate planning.

Have you ever considered a gift of life insurance?

If you have a life insurance policy you no longer need to support your spouse, partner or family, you can name AHN as the beneficiary of that policy, or add AHN as one of the beneficiaries of the policy.
Holy Names would then receive the policy’s death benefit when you pass.
There are no current tax benefits to this approach, however, the value of the policy would be removed from your estate for federal estate tax purposes.

Have you ever considered honoring a loved one with a tribute or memorial gift?

A gift to Holy Names may be given in honor of a living person, to memorialize someone who is deceased, or to commemorate a significant event.
Tribute and memorial gifts are an excellent way to honor and perpetuate the ideals of the named person or event. Families of those honored or memorialized will be notified of the donor’s gift.

Have you included Holy Names in your legacy plans?

AHN has received a number of significant and meaningful planned gifts. These gifts came unexpectedly from the estates of grateful alumnae and friends. Sadly, we never had the opportunity to thank these people personally, or to celebrate their generosity with them.
In writing your will or living trust, you can specify Academy of the Holy Names as sole or partial beneficiary of your estate. Click here to learn more about making a bequest to Holy Names.
Please let us know if you have included Academy of the Holy Names in your will or estate plans. We would welcome you as a member of The Mother Marie Rose Legacy Society and recognize your thoughtfulness.

Outright Gift of Cash, Securities, Real Estate

Outright gifts can include cash, appreciated stock or real estate, or tangible property/equipment.

Trusts

A Trust vehicle can be established to transfer cash, securities, and/or property and can be established to provide an income stream to you or your beneficiaries.

Mother Marie Rose Legacy Society

In the spirit of Mother Marie Rose, who laid the foundation for all that has been accomplished at Holy Names since its beginning, the Legacy Society was created to recognize, honor, thank and embrace all individuals and friends who make a legacy gift, through estate planning and bequests. These gifts continue to serve our mission and make a difference in the lives of future generations of students.

Mother Marie Rose Legacy Society Members

Anonymous

*The Estate of Constance Keeler ’51 Bopp

Judith Myers ’58 Cavanaugh

Janet Doolin ’71

*The Estate of Sally Mosher ’48 Guerard

Regina Scarano ’70 LaGatta

*The Estate of Raymond J. Lauterborn

*The Estate of Mildred Rabe ’37 Mansfield

Terilyn McGovern ’70 Mazza

*The Estate of Patricia A. Moffitt

*The Estate of Lois Delehanty ’32 Moll

*The Estate of Elizabeth Flood ’50 Morrow

Cynthia Haselsteiner ’78 Pettit

*The Estate of Ellen A. Picotte ’69

Mary Patricia Yanas ’79 Rowlands

Mary Ellen Conners ’66 Trumbull

Mary Anne Vigliante ’64

*The Estate of Joyce M. Wrenn ’54

*posthumously honored

If you have included a bequest or made another type of planned gift to benefit Holy Names, please contact us to let us know. We would like to thank you and recognize your gift by inducting you into the Mother Marie Rose Legacy Society.

To learn more about the Legacy Society and creating your legacy at Academy of the Holy Names, please contact Kristin Vivian, Director of Institutional Advancement, at 518-438-7895 ext. 219 or kvivian@ahns.org.