SOARING Capital Campaign

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Selecting the best gift plan depends on one’s personal financial situation and goals. As tax laws are always changing and each individual’s situation is unique, donors are encouraged to consult with financial advisors to determine which method of contributing is most beneficial to them.

There are many ways of giving so that you are able to meet your needs and have the opportunity to support Holy Family Catholic Schools in a meaningful way. Pledges are commitments made in good faith, but are not legally binding. Donors may want to consider stretching pledges over a five-year period to maximize the total amount of your support. This commitment can be fulfilled through monthly, quarterly, semiannual or annual installments.

WE ENCOURAGE ALL DONORS TO CONSIDER A 10-20 PERCENT INITIAL PAYMENT TO BEGIN YOUR COMMITMENT.

Ways to GiveGIFTS MADE ONLINE You can make a secure gift right here on our website using VISA, MasterCard or Discover. You can make a one-time or recurring gift, and you can also designate your donation in memory or in honor of a loved one.

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GIFTS MADE BY CASH OR CHECK are the most common and will allow Holy Family Catholic Schools to address its immediate needs. Checks should be made payable to Holy Family Catholic Schools. However, while the needs of the capital campaign are urgent, we will gratefully accept gifts in various forms, including the following:

GIFTS OF SECURITIES – STOCKS, BONDS AND MUTUAL FUNDS Charitable gifts of stocks, bonds or mutual funds that have been held for at least one year and have appreciated offer special tax advantages. You will receive a tax deduction for the full market value of the gift but you will not have to pay capital gains tax on the appreciated amount. If you sell depreciated stock and contribute the proceeds, you will receive both a tax deduction for the charitable gift and a deduction for the capital loss.

GIFTS OF REAL ESTATE Donations of appreciated homes, and other real property, are entitled to an income tax deduction equal to the full value of the property and no tax on the capital gain. If debt-free property is donated, the gift is deductible at the property’s appraised value. It may even be possible to make your gift of property now, but still maintain the right to use the property. By making this gift now, rather than in your will, you can realize an immediate income tax deduction.

PLANNED GIFTS Planned giving is the process of carefully selecting the best method and asset for making a charitable gift. A deferred gift through an estate plan or life income gift offers you the ability to support Holy Family Catholic Schools but retain the income from those assets during your lifetime. Such a gift can enable you to take full advantage of the tax laws to accomplish your financial and charitable goals. Planned gifts can be made through:

  • Bequests by will or living trust
  • Charitable Lead or Remainder Trusts
  • Charitable Gift Annuities
  • Beneficiary benefits from IRAs, pensions, or financial accounts

LIFE INSURANCE Holy Family Catholic Schools can be named as primary or contingent beneficiary of a life insurance policy. Life insurance gifts are simple; just ask the insurance company for the appropriate forms to make the Holy Family Catholic Schools the owner or beneficiary of a policy. Gifts of a policy are tax deductible, as are future premium payments.

The Holy Family Advancement Office or your tax advisor can provide more information about these options.

COMMEMORATIVE OPPORTUNITIES

Think back to the people who have transformed your life and made you who you are today. A truly gratifying experience is giving a gift in honor or in memory of someone important – someone who has influenced your life. The SOARING Capital Campaign will have multiple opportunities to create lasting tributes to family and friends. Please contact the Holy Family Catholic Schools Advancement Office to discuss the available opportunities.

Budgeting Your Gift Over Five Years

TOTAL
GIFT

$250,000
$150,000
$100,000
$75,000
$50,000
$25,000
$20,000
$15,000
$10,000
$7,500
$5,000
$3,000
$2,500
$1,500
INITIAL 10%
INVESTMENT

$25,000
$15,000
$10,000
$7,500
$5,000
$2,500
$2,000
$1,500
$1,000
$750
$500
$300
$250
$150

DAILY

$123
$74
$49
$37
$25
$12
$10
$7.40
$4.93
$3.70
$2.47
$1.48
$1.23
$0.74

WEEKLY

$865
$519
$346
$260
$173
$87
$69
$52
$35
$26
$17
$10
$9
$5

MONTHLY

$3,750
$2,250
$1,500
$1,125
$750
$375
$300
$225
$150
$113
$75
$45
$38
$23

QUARTERLY

$11,250
$6,750
$4,500
$3,375
$2,250
$1,125
$900
$675
$450
$338
$225
$135
$113
$68
SEMI-
ANNUAL

$22,500
$13,500
$9,000
$6,750
$4,500
$2,250
$1,800
$1,350
$900
$675
$450
$270
$225
$135

ANNUAL

$45,000
$27,000
$18,000
$13,500
$9,000
$4,500
$3,600
$2,700
$1,800
$1,350
$900
$540
$450
$270

Kari Nickol
Director of 
Institutional Advancement
(563) 582-5456, Ext. 284
knickol@holyfamilydbq.org

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Holy Family Catholic Schools

2005 Kane St., Dubuque IA 52001
(563) 582-5456