Planned Giving
Leaving a Lasting Legacy Through Planned Giving
Planned Giving Secures the Future of Our Catholic School
Why Planned Giving Matters
Your support ensures the long-term stability of Wildwood Catholic Academy, allowing us to continue providing a faith-centered education for future generations.
How You Can Make a Lasting Impact
Including Wildwood Catholic Academy in your estate or tax planning is a meaningful way to support our mission. Planned giving options include:
- Bequests: Designate a portion of your estate to fund scholarships, campus improvements, or other areas meaningful to you. Bequests, made through a will or living trust, are the most popular type of planned gift—they’re simple to set up and cost nothing during your lifetime.
- Gifts of Appreciated Securities: Donating long-term appreciated stocks or securities allows you to support the school while receiving a charitable income tax deduction and avoiding capital gains taxes. The school will sell the securities and apply the proceeds according to your wishes.
- Life Insurance, Annuities, or Retirement Plans: Naming Wildwood Catholic Academy as a beneficiary of a life insurance policy, annuity, or retirement account may offer tax advantages while ensuring the school benefits from your generosity. These assets are often excluded from estate taxes when given to charity.
Consult Your Legal or Financial Advisor
Please speak with your attorney or financial advisor to ensure your planned gift is structured appropriately and aligns with your estate or tax planning goals.
Join Others Who Have Made a Difference
We are deeply grateful to the late Regina L. Williams (Jeanne), whose extraordinary estate gift to Wildwood Catholic Academy left a legacy of faith and learning that will benefit students for generations to come. Her generosity helped establish a foundation for scholarship support that continues to open doors for students every year.
Let’s Start the Conversation
To learn more about planned giving, please contact our Development Office or reach out to Nick Fazzie at [email protected]