Through any one of the planned giving options you will:

• Partner with us as we work to help insure the future of the Prince of Peace Schools.
• Preserve and pass on to future generations values you feel are important
• Join with others who share your passion for our schools and the preservation of Catholic values
• Possibly receive estate or income tax benefits. We recommend you consult with your financial advisor and/or your estate planning advisor to fully understand the tax benefits for your estate.
• Content of discussions which take place between Friends and donors will be held in confidence and will not be discussed outside of official meetings and processes.

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Bequest

Through your will,

• you can direct a percentage of the value of your estate be paid to Friends of Shawe and Pope John Schools, Inc., to Prince of Peace Parish or to Prince of Peace Schools.
• you can specify a dollar amount
• you can direct that a residual amount of your estate, that which is left after all other of your bequests are satisfied, go to Friends, Parish or Schools
• you can name Friends, Parish or Schools as a contingent beneficiary in the event your primary beneficiary predeceases you

If you have an existing will and want to include a bequest, you may be able to do so with a simple codicil to your will.

For gifts to Friends of Shawe and Pope John Schools, Inc., you are encouraged to request that your gift be made to the Unrestricted Endowment, but we are thankful for any gift.

We recommend you consult with your financial advisor and/or your estate planning advisor to fully understand the tax benefits for your estate.

Content of discussions which take place between Friends and donors will be held in confidence and will not be discussed outside of official meetings and processes.

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Insurance Policy Beneficiary

Life Insurance Policy

Many people are using their life insurance to make a significant gift to organizations such as ours. Individuals can do this by using policies they already have or policies they purchase for specific gift purposes. Here are some ways to consider.

• Give a paid-up policy to Friends, Parish or Schools. You will receive a tax deduction based on the current value of the policy.
• Name Friends, Parish or Schools as owner and beneficiary of a continuing policy. You will get an income tax deduction for the value of the policy when it is transferred, and future premium payments can be deducted as gifts. You can make a large gift in the future at small costs now. Upon death of the insured, your named beneficiary will receive the face value of the policy.
• Name Friends, Parish or Schools as a remainder beneficiary. This permits us to receive the proceeds after the deaths of the primary and secondary beneficiaries.

Together with your legal and financial advisors, decide the best way to get the most from your life insurance for yourself, your family, and your philanthropic goals.

Content of discussions which take place between Friends and donors will be held in confidence and will not be discussed outside of official meetings and processes.

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IRA

Making Friends of Shawe and Pope John Schools, Inc., Prince of Peace Parish or Prince of Peace Schools the beneficiary of your IRA could mean savings for you and your heirs as well as a wonderful contribution to help ensure the future of the Catholic community for generations to come.

Together with your legal and financial advisors, decide the best way to get the most benefit for yourself and your family, and to meet your philanthropic goals.

Content of discussions which take place between Friends and donors will be held in confidence and will not be discussed outside of official meetings and processes.