Planned Giving & Legacy Society
Planned or deferred gifts are designed to help donors enhance their estate planning, tax planning, investments objectives and retirement needs while helping to ensure the growth of Holy Family Catholic Schools.
Depending on the type of gift you choose, planned giving can provide you with some or all the following benefits:
- An income stream for your lifetime
- Immediate or future year income tax deductions
- Conservation of your estate through reduction of estate taxes
- Reduction or elimination of capital gains tax on appreciated property
- The joy of knowing your gift will benefit Catholic education in Dubuque
We invite you to consider establishing a planned gift so that your wishes will be carried out exactly as you intend. There are several types of giving options for planned gifts as outlined below.
Is Holy Family already included in your estate plans?
If so, we would like to know of your generous support and add you to our Golden Eagles Legacy Society.
The Golden Eagle Legacy Society was established to honor all those who have taken the special step of including Holy Family Catholic Schools in their long-term plans through a bequest provision in their will or trust. These important legacy commitments are foundational to the School’s future.
If you have already included Holy Family in your plans, we would like to know of your generous support and add you to our Golden Eagles Legacy Society.
Legacy Society Informational Series
The Advancement Office plans to host complimentary quarterly informational series on a variety of topics to benefit our alumni, families, and community members.
Next Session: Financial Planning
Wednesday, September 28 at 6 p.m. in the Molo Family Commons
Contact Christine McAllister at email@example.com or (563) 582-5456 to RSVP and for more information.
Please complete the form below or contact Holy Family's Director of Institutional Advancement to discuss the terms and intent of your planned gift or to learn more about planned giving.