Leave a Legacy
Making a gift for the benefit of Holy Family Catholic Academy after you are gone is a wonderful way to create a lasting legacy and ensure that the education and formation you and your family have received will be there for generations to come. For more information or to answer your questions about a possible gift, please phone or e-mail Ely Hernández at 972-255-0205 or [email protected]
If you have included a bequest for The Catholic Foundation for the benefit of The Holy Family Catholic Academy Endowment Fund in your estate plan, please contact us to let us know. We would like to thank you and recognize you for your gift.
The Holy Family Catholic Academy Endowment Fund of The Catholic Foundation
Holy Family Catholic Academy has established a permanent endowment fund at The Catholic Foundation that is uniquely ours which will provide annual support for our facilities as well as funds for scholarships, our programs and operating expenses.
You can specify that your gift is added to our endowment or for a specific need at the school.
Easy Planning Options
You can easily make a charitable gift of a specific dollar amount, percentage of your estate/trust, a certain asset or make the Holy Family Catholic Academy Endowment Fund a “residual beneficiary”. In addition to a very generous charitable gift, your trust or estate receives an estate tax deduction as well.
Beneficiary Designation from a Retirement Plan
By designating the Holy Family Catholic Academy Endowment Fund as a beneficiary of your IRA or retirement plan, you support important our work and avoid both estate and income tax. All that‘s required is to name “The Catholic Foundation for the benefit of the Holy Family Catholic Academy Endowment Fund” as beneficiary for a portion or all of your IRA or qualified retirement plan.
Charitable Gift of a Life Insurance Policy
You can assign whole life insurance policies and name “The Catholic Foundation for the benefit of the Holy Family Catholic Academy Endowment Fund” as beneficiary. In return for your generosity, in most cases you receive a tax deduction for the premiums you have paid on the policy.
If you need more advanced information about planned giving, we have partnered with The Catholic Foundation to provide you with the most up-to-date ways of fulfilling your charitable intentions. Click here to access The Catholic Foundation website or call them at 972-661-9792.