Ways to Give

Since 1923, Loretto Academy has benefited from the generosity of our community. Our beautiful campus and the educational experience we enjoy are the result of the philanthropic generosity of the families that came before us. The magic of learning can only continue with a combination of annual gifts to support current expenses, as well as special gifts towards campus wide improvements to ensure a strong future for the next generation of students. Your generosity has an immediate and direct impact on all aspects of Loretto Academy, from our students, to our buildings to our programs. We thank you in advance for your future gifts and helping us continue to “Let Loretto be Loretto forever!”

Cash Gifts

The most direct and easiest way to provide immediate support to Loretto is to make a gift by cash, credit card, or check. Visit www.loretto.org to make your gift online.

Matching Gifts

Many companies offer matching gift programs that allow their employees to double or even triple their gifts. Please visit your company’s human resources department and ask for a matching gift form to include with your charitable contribution to Loretto.

Events

The Annual Loretto Academy Golf Tournament, Jingle Mingle, and Angelpalooza are events that allow you to have a great time while making a direct impact on the lives of Loretto students.

Gifts of Securities

Stocks, mutual funds, bonds, and other securities given to Loretto Academy may provide a considerable savings in capital gains taxes for the donor. Please notify the Advancement Office if you are making a securities gift so we may appropriately recognize your gift as well as place it in a designated fund.

Gifts of Real Estate

Gifts of real estate provide the same advantages as gifts of securities. By deeding real property directly to Loretto Academy, the donor provides a meaningful impact on the school, benefits from significant tax savings, and does not suffer any decrease in regular cash flow.

Gifts in Kind and Talent

Any trade of services or goods can be accepted and given accredited fair market value.

Planned Gifts and Long-Term Investments

Planned gifts, including bequests, trust arrangements, life income gifts, and gifts of life insurance are an excellent way to make a lifelong testimony to an institution that has profoundly impacted your life. These types of charitable contributions are important to the longevity of the institution and provide support for endowments, scholarships, and special projects.

Bequests and Testamentary Trusts

Giving through an estate provides the school with a gift of a lifetime. Gifts can be made by adding a codicil to an existing will or by writing a new will. This method of giving is fairly simple and may reduce the federal estate tax liability for your heirs.

Charitable Gift Annuities

Charitable gift annuities (CGA), a life income gift, are win-win investment options for donors. Through a CGA, a donor receives an immediate charitable income tax deduction as well as an annuity payment over the remainder of the donor’s life.

Life Insurance

You may name Loretto Academy as a beneficiary under your policy.

If you have questions about ways to give, contact the Advancement Office.

Christina Castro, Director of Development Operations & Donor Relations (915) 566-8400 ext.1104

This information is not intended as financial or tax advice. Please consult with your financial advisor or tax advisor to determine specific tax implications and the right strategy for you.

Because Loretto Academy is a 501© (3) corporation, your gifts to Loretto are tax-deductible to the fullest extent allowable by law; tax identification number 74-1282698.