- Lourdes Academy
- Planned Giving
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What is your passion?
What is your passion? Lourdes Academy can help you create a legacy that will benefit Catholic education now and for generations to come. The estate plans you make now ensure that Lourdes Academy’s mission and traditions are passed on from one generation to the next. Benefactors who include Lourdes Academy in their estate plan become members of the Our Lady of Lourdes Legacy Society.
Lourdes Academy works in partnership with the Lourdes Academy Foundation, the Oshkosh Area Community Foundation and the Catholic Foundation for the Diocese of Green Bay on a number of existing endowment and scholarship funds.
For more information on planned giving or to establish your own named fund, please contact Advancement Director Karen Boehm at (920) 426-3626 ext. 546 or kboehm@lourdes.today.
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Planned/Estate Gifts
The estate plans you make now ensure that Lourdes Academy’s mission and traditions are transferred from one generation to the next. Planned giving allows your loyalty and generosity to continue beyond a lifetime. Planned gifts include bequests, charitable annuities, remainder trusts, life insurance policies and securities.
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Stock/Securities Gifts
By donating publicly traded stock you have owned for over a year to the Lourdes Academy Foundation, you enjoy two major tax benefits. You are exempt from paying capital gains taxes on any increase in value and you are entitled to a federal income tax deduction based on the current fair market value of the securities, regardless of their original cost.
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IRA Required Minimum Distributions
Individuals age 70½ and older are required to take a minimum annual distribution from their IRA. Consider donating your required minimum distribution to the Lourdes Academy Foundation. You will receive a tax benefit and your gift will be given tax free.
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Insurance Policies
Name the Lourdes Academy Foundation as the beneficiary of your life insurance policy as part of your estate plan.
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Endowment & Scholarship Opportunities
Endowment funds are permanent funds that exist to provide support to Lourdes Academy and its students indefinitely. Endowments may be made in honor or in memory of a loved one. (Minimum balances apply) Multiple endowments currently exist to support the long-term operations of Lourdes Academy.
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Bill Behring Staff Endowment Fund
Named after the late Bill Behring who taught sciences at Lourdes for 35 years, this fund supports staff wages and professional development.
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Lourdes Academy Endowment Fund
Supporting our school is easy through this fund. Endowment gifts go toward supporting our curriculum, faith formation, teaching materials and our facilities upkeep and improvement.
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St. Clare of Assisi Fund
This fund makes Lourdes Academy possible by providing tuition assistance to students in need.
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Judy & Tom Kuble Fund
Is music your passion? Donate to this fund to support music education, scholarships and programs. Funds will also go towards the school musical.
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Rich Knobloch “Pibb Sure” Fund
The fund’s name honors Mr. K’s longtime tradition of asking his students if they were “Pibb sure” of their answers to math problems, jokingly betting his favorite soft drink Mr. Pibb. Donate to this academic endowment now to support an incoming junior or senior who has shown dedication in the areas of math or computer science.
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Other School Endowment Funds
If you’re interested in more endowment giving, there are also endowment and scholarship funds through the Lourdes Foundation, the Oshkosh Area Community Foundation and the Catholic Foundation for the Diocese of Green Bay that directly benefit Lourdes Academy.