Planned Giving

Committing to the Academy of the Sacred Heart through charitable gifts stands as a lasting testimony to the value you place on Sacred Heart education. In many cases, planned giving makes good business sense. Whether you’re working with a financial planner, an attorney or tax advisor, you can experience financial benefits and tax advantages through your charitable gifts to the Academy of the Sacred Heart.

The following options are available for your convenience:

Estate Planning

Reduce the value of your estate or shift income to the next generation. Your charitable gift to the Academy of the Sacred Heart may help reduce estate and gift taxes.

Asset Diversification

If too much of your money is tied up in one asset, you may be able to diversify and reduce income taxes with a charitable gift to the Academy of the Sacred Heart.

Retirement Planning

If qualified plan regulations are limiting the amount you can put away for retirement, a charitable gift to the Academy of the Sacred Heart can help.

Tax-free Conversion

With a charitable gift to the Academy of the Sacred Heart, you can sell your highly appreciated assets without incurring income taxes.

Income Tax Deduction

Did you know your gifts to the Academy of the Sacred Heart are tax deductible? You may even be able to carry this tax deduction into future years.

Increased Income

Charitable gifting to the Academy of the Sacred Heart can help create additional cash flow.

Lifetime Cash Flow

With proper structuring and management, you can defer income or guarantee income for life with your charitable gift to the Academy of the Sacred Heart.

For more information on planned giving, please contact the Development Office at 248-646-8900 ext. 170.  You can also request more information online.