Planned Giving Make a Gift

Planned giving unlocks a special, lasting connection with Julie Billiart Schools. You will help children with learning differences receive the necessary support to thrive — for now and for years to come.

We ask our children to be thoughtful about how their actions impact others. We teach them to walk in the world with kindness and generosity of spirit. We encourage them to be forward-thinking, as best they can. 

We humbly ask the same of you. No matter your age, your income, or your career, you could make a lasting impact on Julie Billiart Schools for years to come. In addition to extending your generosity well into the future, a planned gift can also protect your assets, provide for your family, and guarantee you income for life. You can even make a significant impact through a gift that costs nothing in your lifetime (through a charitable bequest under your will).

Planned Giving can seem complicated, but our Office of Advancement is available to consult with you and guide you through the process so that your gift goes the distance. Planned gifts to Julie Billiart Schools are 100 percent deductible for estate tax purposes.

Types of Planned Giving

There are many ways to provide for Julie Billiart Schools in your estate plans. You may:

• Leave Julie Billiart Schools a specific dollar amount, or a percentage of your estate
• Establish Julie Billiart Schools as a beneficiary of your retirement plan, IRA, 401(k), 403(b), appreciated securities, bank or brokerage account
• Establish a charitable gift annuity to provide income to you (or a loved one) for life, with funds eventually being distributed to Julie Billiart Schools
• Name Julie Billiart Schools as a beneficiary of a life insurance policy

To discuss any of these options, please contact our Office of Advancement today.

Contact Advancement