Giving From Your Estate

Mary Immaculate School has established a permanent endowment fund at The Catholic Foundation that is uniquely ours and provides funding for our School. You can specify that your gift is made to The Catholic Foundation for the benefit of the Mary Immaculate School Endowment Fund. You may also designate your gift for a specific need at the School. For more information or if you have already remembered Mary Immaculate in your will or other estate planning documents, please call/email Chase Sanders at 214-358-8700 x261, csanders@maryimmaculatechurch.org , or click here

Easy Planning Options

Bequest from Your Will or Living Trust – You can easily make a charitable gift of a specific dollar amount, percentage of your estate/trust, a certain asset or make the Mary Immaculate School Endowment Fund a “residual beneficiary”. In addition to a very generous charitable gift, your trust or estate receives an estate tax deduction as well. Click here for more information on bequests and specific wording options that may be appropriate for your will or trust.

Beneficiary Designation from a Retirement Plan – By designating the Mary Immaculate Catholic Church Endowment Fund as a beneficiary of your IRA or retirement plan, you support our important work and avoid both estate and income tax. All that‘s required is to name “The Catholic Foundation for the benefit of the Mary Immaculate School Endowment Fund” as beneficiary for a portion or all of your IRA or qualified retirement plan.

Charitable Gift of a Life Insurance Policy – You can assign whole life insurance policies and name “The Catholic Foundation for the benefit of the Mary Immaculate School Endowment Fund” as beneficiary. In return for your generosity, in most cases you receive a tax deduction for the premiums you have paid on the policy.