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Giving

Category: Website

Ways to Leave a Legacy to OLR!

BEQUESTS

A bequest is the most traditional way to provide for the future work of Our Lady of Refuge Catholic School. With a gift through your will or living trust, you retain full use of your gift during your life. There are several common forms of charitable bequests:

The official bequest language for Our Lady of Refuge Catholic School is: "I, [name], of [city, state, ZIP], give, devise and bequeath to Our Lady of Refuge Catholic School, Long Beach, CA (TAX ID # 95-?????) [percentage of the estate or written amount or description of property] for [purpose].

General Bequest – specifies that Our Lady of Refuge Catholic School will receive a designated sum. For example: You decide to leave $50,000 to Our Lady of Refuge Catholic School.

Percentage Bequest - provides that a predetermined percentage of your estate will go to Our Lady of Refuge Catholic School. For example: By leaving 10% of your estate to Our Lady of Refuge Catholic School, your estate is not obligated to make the charitable bequest in the event of catastrophic estate losses.

Specific Bequest – allows you to designate particular property, such as furniture, paintings, stocks, or real estate, to go to Our Lady of Refuge Catholic School.

Residuary Bequest – directs that everything remaining in your estate after all general bequests, specific bequests and costs have been paid, will go to Our Lady of Refuge Catholic School.

Contingent Bequest – takes place only if a specific event occurs (or does not occur). For example: You can name Our Lady of Refuge Catholic School as a beneficiary of your will that is contingent upon a certain family member not being alive at the time of your death.

LIFE INSURANCE

Naming Our Lady of Refuge Catholic School as a beneficiary of an existing policy is simple and requires only filling out a change of beneficiary form. You can designate OLR a percentage beneficiary or as full beneficiary of a policy. Contact your tax advisor to obtain maximum tax-savings benefit.

RETIREMENT PLAN

You can reduce your estate and income tax by naming Our Lady of Refuge Catholic School as a beneficiary of your retirement plan with a specific dollar amount or percentage designation. Some OLR friends are naming the school as a secondary beneficiary of their retirement plan after the passing of their surviving spouse.

LET US KNOW YOUR LEGACY PLANS

Our Lady of Refuge Catholic School keeps confidential files of legacy intentions. We want to make sure your charitable wishes are fulfilled and that your gift is used solely for the purpose intended. Our legal name is: Our Lady of Refuge Catholic School, Long Beach, California. Please call the OLR Advancement Office, 562.597-0819 to discuss your estate gift intentions.

DONATE ONLINE

We now offer the convenience of donating online via PayPal or choose to use a credit card or debit card, and there is no charge to you for using this service. You do not need to have a PayPal account. Simply click on the ‘Donate” button and you will be directed to the OLR School Donation Page. You also have the ability to choose to make a one time donation, or for your convenience to arrange for automatic donations to be withdrawn on the dates of your choosing.

 

DISCLAIMER

Our Lady of Refuge Catholic School does not provide legal or tax advisory services. We encourage you to seek your own legal and tax-planning counsel when considering charitable estate gifts.

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