Planned Giving

The CVCS Legacy Society honors individuals and families who have made a planned gift or endowment gift to our school system.  The generosity and thoughtful planning of Legacy Society members are recognized in a variety of ways throughout the year. There are a variety of ways that you can leave a legacy gift to Cedar Valley Catholic Schools:

Bequests

Designate a percentage or specific amount to Cedar Valley Catholic Schools when preparing your will.  If you have an existing will, this can be donw by adding a codicil (amendment).

Charitable Gift Annuity

This giving option is an irrevocable transfer of money, securities or property in exchange for a contract to pay the donor an annuity for life.  Because the value of the property exceeds the value of the annuity, there is a partial gift to Cedar Valley Catholic Schools.

Charitable Life Insurance

The donor is named the insured and the charity is the owner and beneficiary.  Premiums paid by the insured are tax-deductible, and the death benefit goes to Cedar Valley Catholic Schools. Ownership of existing policies can be transferred to Cedar Valley Catholic Schools.  The current cash value would be tax-deductible.

IRA Beneficiary

You can designate that a certain percentage of your death benefit proceeds be given to Cedar Valley Catholic Schools.  If you have an existing IRA, this can be accomplished by making a beneficiary change.  The opportunity includes 401(k) plans, traditional IRAs and Roth IRAs.

Life Insurance Beneficiary

Designate a certain percentage of your death benefit proceeds be given to Cedar Valley Catholic Schools.  If you have an existing life insurance policy, this can also be done by making a beneficiary change.

If you have already remembered Cedar Valley Catholic Schools in your estate plan, please consider completing this document. Providing us with information regarding your intentions will enable us to recognize your gift, honor you, and encourage others toconsider estate gifts.

Donor should always consult their tax advisor to determini tax ramifications prior to making a gift to a charitable organization.  Cedar Valley Catholic Schools does not give tax advice.  Information in this website is for hypothetical purposes and is not intended as legal advice.