致欧博体育app亲爱的艾尔曼校友 & 美妙的朋友,

Like many Americans, you may be looking for ways to ease your tax burden. One way to do that is with planned charitable gifts. You can realize several tax advantages while helping Alleman at the same time. 

There are many ways to make a planned gift and I’ve enclosed a brochure that walks you through some of those options. It can be as easy as naming Alleman as a beneficiary to a percentage of your estate upon death, or setting up a charitable trust that can provide for your family now, while ensuring a gift to Alleman in the future.

Would be possible for you to leave Alleman just 1% of your estate. This planned charitable gift will help us to build a strong future for 艾尔曼天主教高中. 

Your gift, whatever it may be, is so beneficial to future Alleman students.  Our endowment began in 1978, when Father Francis Casey gave a $250,000 gift to the school. Since then it has helped hundreds of Alleman students through the years with tuition assistance when needed. We invite you to be a part of this legacy.

你们是真正的先锋, and it is due to your love and generosity that Alleman really is the school with a touch of class. 

什么是有计划的捐赠?
Planned giving is a gift given in any amount and for any purpose (current operations, 资本运动, endowment) in which the donor makes a gift in light of personal, estate or financial planning considerations.

遗赠, 礼物年金, 人寿保险福利, charitable remainder trusts and gifts of appreciated securities are all examples of planned gifts.  Such gifts can in some circumstances, maintain or increase your annual income, provide significant tax deductions and avoid capital gain taxes while still supporting Alleman High School 

Who benefits from my 计划给?
Alleman High School will be able to continue its mission of providing a sound Catholic education for youth in the Illinois Quad Cities.

考虑税收优惠
Every gift made to Alleman High School is tax deductible.  No matter what your income is, 如果你逐项列出, you can always lower your income taxes through charitable giving.  某些财产的赠与, 比如股票, 债券, and mutual funds that have increased in value, can result in extra tax savings.  If you have owned appropriate assets for longer than a year, you can deduct the entire value from your income, including any paper profits you may have had in the investment.  The amount of savings will depend on you tax bracket.  We urge you to discuss you tax planning with your accountant or other financial advisor.

艾尔曼基金会
艾尔曼基金会 was established in 1978 as a result of a generous bequest of $250,000 from the estate of Father Francis Casey, 圣牧师. Joseph’s Church in Rock Island. This endowment ensures the future of Catholic education for boys and girls in the Rock Island Vicariate by providing a strong tomorrow for 艾尔曼天主教高中. Your planned gift provides important long-term financial strength and growth for Alleman. Your gift supports our mission of not only providing a quality academic experience, but developing young men and women of faith and character. 

计划捐赠方案

彻底的礼物
This is the simplest way to make a planned gift. This is a cash gift that is given directly to Alleman. There may be immediate tax advantages for this type of gift.

将遗赠
This is another simple way to make a planned gift. You can bequest a specific dollar amount or a percentage of your estate to Alleman.

1%的计划
Consider leaving just 1% of your estate to Alleman. This gift can help to ensure financial strength for Alleman and a future for our students.

命名的奖学金
Remember your loved one(s) by creating an endowed scholarship at Alleman, and provide tuition assistance for a student in need.

人寿保险和401(k)计划
Name Alleman as a beneficiary to an existing or new life insurance policy. The premium payments may be tax deductible. 

证券或财产
A gift of appreciated securities (stocks or 债券) or real estate may be given to Alleman and can offer special tax advantages to you.

设立信托
A trust can be designed to meet any special set of circumstances to guarantee a family’s current and future needs and also provide a future gift to Alleman.

礼物年金
By establishing a gift annuity, you may be able to receive income on an ongoing basis and still provide a future gift to Alleman.

Please consult with your tax professional, 你的律师, and your children before making any estate planning decisions.

For more information please contact:

艾米丽·罗奇
业务经理
(309) 786-8661
eroach@hntcwedding.com