How it Works


Did you know there are creative ways to support the school? Ways in which the school, you, and your loved ones all benefit at the same time?


Such giving techniques are called "planned gifts," because with thoughtful planning, you create win-win solutions for yourself, your family and the school.


What is Planned Giving?

Planned giving is finding ways to make charitable gifts now or after your lifetime while enjoying financial benefits for yourself.  For example:

 

Planned giving is finding ways to make charitable gifts now or after your lifetime while enjoying financial benefits for yourself.  For example:

 

  • You can make a gift that costs nothing during your lifetime.

  • You can get a monthly payment for life in return for your gift.

Planned gifts can be wonderful ways to support the immediate needs of the school as well as its sustainability for years to come. 

 

​Some Planned Giving techniques which can benefit you, your family, and the school are:

 

  • A Bequest

  • A Charitable Annuity Arbitrage

  • A Charitable Remainder Trust

  • A Charitable Lead Trust

  • A Gift Annuity

  • Retirement Plan Assets

  • Life Insurance Policies ​

A misconception is that planned giving is only for the "wealthy." The truth is, even people of modest means can make a difference through planned giving.

Please contact the IWA Planned Giving Office

Sister Martha Ann Snapka or Margot Ortega-Coco at (361) 883-0857 ext.110 so that we can assist you through every step of the process.

 

Please note, individual financial circumstances will vary. The information on this site does not constitute legal or tax advice. Donor stories and photographs are for purposes of illustration only. As with all tax and estate planning, please consult your attorney or estate specialist. All material is copyrighted and is for viewing purposes only. The content in this Planned Giving section has been developed for The Incarnate Word Academy Foundation by Shea Consulting Services, LLC.

Planned Giving