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.

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.

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.

Name the Lourdes Academy Foundation as the beneficiary of your life insurance policy as part of your estate plan.

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.

Named after the late Bill Behring who taught sciences at Lourdes for 35 years, this fund supports staff wages and professional development.

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.

This fund makes Lourdes Academy possible by providing tuition assistance to students in need.

Is music your passion? Donate to this fund to support music education, scholarships and programs. Funds will also go towards the school musical.

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.

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.

• Click here to learn more about or donate to the funds directly benefiting Lourdes Academy at the Catholic Foundation for the Diocese of Green Bay.
• Click here to learn more about or donate to the funds directly benefiting Lourdes Academy at the Oshkosh Area Community Foundation.