Planned Giving

Creating a Legacy at La Salle High School

La Salle High School established the Lasallian Heritage Society to recognize individuals and families who have included the school in their estate plans.

Planned gifts will play a critical role in ensuring the future of La Salle High School by providing the financial resources necessary to offer the outstanding educational opportunities for future generations of La Salle students.

You have the power to make a lasting impact on La Salle through a planned gift. Such examples include but are not limited to cash, securities, IRA accounts, insurance proceeds,

property or other assets. These types of charitable arrangements enable you to support our students and programs far into the future while also providing tax and other benefits to you and your loved ones. Membership in the Lasallian Heritage Society is open to alumni, parents, family, friends, or anyone who makes a commitment to La Salle through their estate or other planned gifts.

If you have already included La Salle as a beneficiary in your estate plan, please contact us so that we can personally thank you and invite you to become a member of this significant circle of benefactors. Members may remain anonymous, and gifts of any size are welcome. We are deeply grateful for these gifts and are certain they will secure the future of La Salle High School.

Go Lancers!

Why make a planned gift ...

  • Pass on the gift of a Lasallian Education to a new generation of young men.
  • Be a lasting and perpetual tribute to your family or a loved one.
  • Help in the long term stability of La Salle High School.
  • Maximize your tax benefits.

Types of Planned Gifts

Bequests

You may name La Salle High School as a beneficiary of your estate in your will. If you have a current will, an amendment or codicil can be added at your next revision. If you yet to create a will, an attorney can make sure that your wishes to include La Salle High School are properly stated. Many donors find it satisfying to know that their bequest can establish an endowed fund for assisting deserving young men receive a Lasallian Education. Click here to download the Confidential Bequest Gift Form.

Beneficiary Designation

You may also name La Salle High School as a beneficiary of such instruments as bank accounts, IRA’s and 401K’s.

Life Insurance

Gifts of life insurance may also offer a simple way to support La Salle, especially if your family no longer needs the policy for financial security after your death. You can make a gift of life insurance by making La Salle an owner or beneficiary of an existing policy or a new policy. If the policy is paid up, your charitable contribution is generally the replacement value of your cost basis, whichever is less. If the policy is not paid up, your additional premiums may also qualify for charitable deductions.

IRA and Retirement Plans

Most retirement plans, including 401k’s and IRA’s are income tax-deferred, meaning that income tax is not paid until the funds are distributed to you in life, or upon your death. This taxation makes retirement assets among the most costly assets to distribute to loved ones. Because they are subject to income taxes to your beneficiaries, retirement assets make ideal gifts to tax-exempt charitable organizations such as La Salle High School as these gifts can possibly decrease estate taxes and income taxes.

Charitable Gift Annuities

A charitable gift annuity is a simple contract in which you agree to make a donation of cash, stocks or other agreed upon assets to La Salle High School. In return, La Salle agrees to pay you, you and your spouse, or someone else you may designate, a fixed amount each year for the rest of your life. This provides a gift to La Salle and allows you to receive fixed payments for life.

Charitable Remainder Trusts

Individuals making gifts through charitable remainder unitrusts transfer cash, securities or other property to a trust. You receive an income tax deduction and pay no capital gains tax. During its term, the trust pays a fixed income each year to you or to anyone you name. When the trust ends, the remaining principle passes to La Salle High School.

Charitable Remainder Annuity Trusts

Individuals making gifts through a charitable remainder annuity trust transfer cash, securities or other property to a trust. Donors will receive an income tax deduction and may avoid capital gains tax. During its term, the trust pays a fixed income each year to you or anyone you name. When the trust ends, the remaining principle passes to La Salle High School.

Advancement Staff

Matt Dierkers '91

Director of Advancement

513-741-2383

mdierkers@lasallehs.net

Dan Flynn '74

Director of Major Gifts

513-741-2386

dflynn@lasallehs.net

Bill Zoz '79

Director of the Annual Fund

513-741-2333

bzoz@lasallehs.net

Barrett Cohen '93

Director of Alumni Relations

513-741-2674

bcohen@lasallehs.net

Karen Orth

Director of the Camelot Auction

513-741-2385

korth@lasallehs.net

Lea Wiesman

Development Associate/ Database Administrator

513-741-2389

lwiesman@lasallehs.net

Please submit the form below for a member of our Advancement Team to contact you to discuss options on Planned Giving.

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