Reach Your Philanthropic and Financial Goals with Legacy Giving
A legacy gift enables you to support the Academy of the Holy Names, secures the financial needs of your loved ones, and provides you with tax benefits. Legacy gifts of all sizes combine to help us meet our current goals and reach further into the future.
By including the Academy of the Holy Names in your will or trust, naming AHN as a beneficiary of all or part of a life insurance policy, or taking advantage of other giving opportunities, you can preserve your assets now and support AHN for years to come. Your gift will have a real, lasting impact.
Let Us Help You Make the Gift That's Right for You
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Talk With Us About Your Plans
Join Holy Names Legacy Society
When you make a gift to the Academy of the Holy Names from your will or trust, you'll be welcomed into Holy Names Legacy Society and join other supporters and friends of AHN. Is the Academy of the Holy Names already in your plans? Please let us know so we can properly thank you and make sure your gift will be used as you've intended.
Explore Your Giving Options
You have choices in what you give and how you give it. Some gifts cost you nothing now, some pay you income, and some let you decide what happens when. We encourage you to review any option with your own legal and financial advisors.
Wills and Trusts Gifts From Your Will or Trust
A gift in your will or revocable trust costs you nothing now and can be a set amount, a percentage, or what remains after other gifts. You can give cash, securities, real estate, or personal property.
Learn More about gifts from your will or trust
Beneficiary Designations Name Us as a Beneficiary
Name AHN as a beneficiary of your retirement account, life insurance policy, or bank or brokerage account. These gifts pass outside your will and take only a simple form from your provider.
Learn More about beneficiary designations
Qualified Charitable Distribution Tax-Free Gifts From Your IRA
If you are 70½ or older, you can make a tax-free gift from your IRA to support the Academy of the Holy Names. This gift can count toward your required minimum distribution.
Learn More about qualified charitable distributions
Donor-Advised Fund Flexible Giving Account
Recommend grants to support the Academy of the Holy Names from your donor-advised fund, or name AHN as a beneficiary of the account. Your fund sponsor handles the paperwork.
Learn More about donor-advised funds
Appreciated Securities Gifts of Appreciated Securities
Give appreciated stock or mutual fund shares you have held more than a year. You may be able to claim a deduction for the full value and avoid capital gains tax, all while supporting the Academy of the Holy Names.
Learn More about gifts of appreciated securities
Charitable Gift Annuity Fixed Payments for Life
Support the Academy of the Holy Names and receive fixed payments for life with a charitable gift annuity. This simple contract benefits both you and AHN.
Learn More about charitable gift annuities
Retirement Assets Gift of Retirement Assets
Designate AHN as a beneficiary of your IRA or other retirement plan to support the Academy of the Holy Names and reduce potential taxes for your heirs.
Learn More about gifts of retirement assets
Life Insurance Gift of Life Insurance
Name AHN as a beneficiary of your life insurance policy, or give a paid-up policy you no longer need, and make a meaningful impact with a simple designation.
Learn More about gifts of life insurance
Real Estate Gift of Real Estate
Give a home, vacation property, or land to support the Academy of the Holy Names. Real estate gifts are subject to review and acceptance and may offer potential tax benefits.
Learn More about gifts of real estate
Trusts Gifts Through Trusts
A charitable remainder trust can pay you income from an asset that later passes to the Academy of the Holy Names. A charitable lead trust pays income to AHN first, then returns the asset to your heirs.
Learn More about gifts through trusts
Other Options Other Legacy Giving Options
There are many other ways to support the Academy of the Holy Names through a legacy giving vehicle. Charitable remainder and lead trusts, a retained life estate, and more may be good options for you.
Learn More about other legacy giving optionsMeet Our Donors
Donors just like you have made a real impact just by adding a few words to their will or using one of the many giving options available.
Angela Spicola Morgan '67
Valedictorian, mother of three AHN graduates, and grandmother of a future Panther, Angela was this year's featured speaker on why the Legacy Society matters.
Read Their Story about Angela Spicola Morgan '67
E.J. Foody
After watching his daughter Tori thrive at AHN, E.J. named the Academy as a beneficiary of his life insurance policy — "the easiest, no-brainer decision I have ever made."
Read Their Story about E.J. Foody
Ed and Kelly Bulleit
From their daughter Kendall's freshman year to her graduation, AHN became the Bulleits' second home — now they're securing that experience for future generations.
Read Their Story about Ed and Kelly Bulleit
James Castaño '83
A story of immigration, military service, and faith — James and Paula Castaño joined the Legacy Society to honor their families' legacy of service.
Read Their Story about James Castaño '83
Katie Wyatt Reynolds '02
Years spent under the oaks on Bayshore Boulevard inspired Katie to name AHN as a beneficiary of her estate — and to encourage her classmates to do the same.
Read Their Story about Katie Wyatt Reynolds '02
Kay Culbreath Heller
A longtime AHN teacher and Board chair, Kay discovered she'd named the Academy in her will more than 30 years ago — and reaffirmed that legacy gift today.
Read Their Story about Kay Culbreath Heller
Martha Connors Minahan
A former Sister of the Holy Names and AHN teacher, Martha continues her lifelong commitment to the Academy through a gift in her estate plans.
Read Their Story about Martha Connors Minahan
Terri Costantini Naylor '68
Twelve years at AHN gave Terri the confidence and faith to build her life — she's passing that gift forward with a life insurance beneficiary designation.
Read Their Story about Terri Costantini Naylor '68
Tracey Taylor '89
Thirty-five years after graduating, Tracey's AHN friendships are still going strong — and she's ensuring the next generation gets the same experience with a legacy gift.
Read Their Story about Tracey Taylor '89