Individuals age 70½ and older are required to take a minimum annual distribution from their IRA. Consider donating your required minimum distribution to the Lourdes Academy Foundation. You will receive a tax benefit and your gift will be given tax free.

By donating publicly traded stock you have owned for over a year to the Lourdes Academy Foundation, you enjoy two major tax benefits. You are exempt from paying capital gains taxes on any increase in value and you are entitled to a federal income tax deduction based on the current fair market value of the securities, regardless of their original cost.

Name the Lourdes Academy Foundation as the beneficiary of your life insurance policy as part of your estate plan.

The estate plans you make now ensure that Lourdes Academy’s mission and traditions are transferred from one generation to the next. Planned giving allows your loyalty and generosity to continue beyond a lifetime. Planned gifts include bequests, charitable annuities, remainder trusts, life insurance policies and securities.

Endowment funds are permanent funds that exist to provide support to Lourdes Academy and its students indefinitely. Endowments may be made in honor or in memory of a loved one. (Minimum balances apply) Multiple endowments currently exist to support the long-term operations of Lourdes Academy.