A Little Planning Goes a Long Way

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:

  • Outright Gift of Cash, Securities, Real Estate
    Outright gifts can include cash, appreciated stock or real estate, or tangible property/equipment.
  • Bequest
    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.
  • 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.
  • Life Insurance
    Academy of the Holy Names can be named as a beneficiary on a life insurance policy.
  • 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.
Donors should consult their financial advisor to determine the most suitable planned giving opportunity.
 
For more detailed information about Holy Names’ planned giving opportunities and needs, please contact Susan Tobin, at 518-438-7895 ext. 603 or stobin@ahns.org.

Contact:

List of 1 members.

  • Susan Tobin 

    Director of Development and Alumnae Relations
    518.438.7895 x603