If you have a loved one who has been impacted by Badin, Hamilton Catholic or Notre Dame High Schools, establishing a memorial or tribute gift is a meaningful way to honor your loved one or celebrate a special occasion such as a birthday or anniversary while supporting Badin’s mission. Your memorial or tribute gift will be a lasting tribute to your loved one and make a difference in the lives of Badin students.
Check Out this Potential Scenario
When Nancy’s father passed away, she knew she wanted to do something that would establish a lasting legacy for him. She remembered that during his lifetime he was always praising his time playing football with Terry Malone at Hamilton Catholic, and he loved watching his sons play football for Coach Malone at Badin over the years. Nancy decided to make a gift to Badin in her father’s name using appreciated stock. Not only will her father’s legacy live on at Badin thanks to the gift and a commemorative plaque, but Nancy also received a federal income tax charitable deduction and eliminated capital gains tax on the securities.
Learn How to Fund It
You can use the following assets to fund a charitable remainder trust:
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results.