Our Lady of Moeller Society

We Believe...
Creating a Legacy at Archbishop Moeller High School

Archbishop Moeller High School established the Our Lady of Moeller Society to recognize individuals and families who have included the school in their estate plans. Planned gifts will play a critical role in ensuring the future of Moeller High School by providing the financial resources necessary to offer the outstanding educational opportunities for the next generation.

You have the power to make a lasting impact on Moeller High School through a planned gift. These types of charitable arrangements let you support our students and programs far into the future while also providing tax and other benefits to you.

Membership in Our Lady of Moeller Society is open to alumni, parents, family and friends who makes a commitment to Moeller through their estate or other planned gifts. The following types of commitments, confirmed in writing and subject to certain restrictions, qualify you for membership in Our Lady of Moeller Society; A bequest provision in your Will or revocable trust, a life-income gift that names Archbishop Moeller High School as a remainder beneficiary, such as a charitable remainder trust, a charitable gift annuity, or a pooled income fund gift, a gift or assignment of qualified retirement plan assets, such as an IRA, 401(k) or 403(b) or a gift of life insurance.

If you have already included Moeller as a beneficiary of your estate plan, please contact us so that we can personally thank you and invite you to become a member of this important circle of friends. Members may remain anonymous, and gifts of any size are welcome. Members receive invitations to special events and updates on school giving news. We are deeply grateful for these gifts and know they will secure the future for “The Men of Moeller.”

Planned Giving Brochure

With gift planning, you can…

Make a difference.
Create a legacy.
Maximize tax benefits.
Plan for the future of Moeller High School.

As you plan your charitable giving this year, consider how a planned gift can positively affect your future and impact the life of a young student.

Bequests, beneficiary designations, life insurance, charitable gift annuities, charitable remainder trusts, retirement assets, are examples of some planned gifts options. Planned or estate gift arrangements can help you make a meaningful gift while attaining other important financial goals. In addition, not only do you contribute to Moeller High School, but in some instances you increase your income, enjoy a charitable gift deduction and receive tax benefits.

It is advisable to consult with your attorney, financial counselor and/or other advisorswhen creating a gift plan. These professionals can help you address your specific goals as well as give you more detailed information about the plan that best suits you and addresses any tax consequences.

Getting Started. . .

Bequests

CLICK HERE to download the Confidential Bequest Gift Information Form

You may name Archbishop Moeller as a beneficiary of your estate in your will. If you have a current will, an amendment or codicil can be added at your next revision. If you have yet to create your will, an attorney can make sure that your wishes to include Moeller High School are properly stated.

Many donors find it satisfying to know that their bequest can establish an endowed fund for assisting qualified young men receive a Moeller education.

Beneficiary Designation

You may also name Archbishop Moeller as a beneficiary of such instruments as bank accounts, IRA’s and 401K’s.

Life Insurance

Gifts of life insurance may also offer a simple way to support Moeller, especially if your family no longer needs the policy for financial security after your death. You can make a gift of life insurance by making Moeller an owner or beneficiary of an existing policy or a new policy. If the policy is paid up, your charitable contribution is generally the replacement value or your cost basis, whichever is less. If the policy is not paid up, your additional premiums may also qualify for charitable deductions. This kind of gift requires consultation with a staff member.

Charitable Gift Annuities

A charitable gift annuity is a simple contract in which you agree to make a donation of cash, stocks or other agreed upon assets to Archbishop Moeller High School. In return, Moeller agrees to pay you, you and your spouse, or someone else you may choose, a fixed amount each year for the rest of your life. This provides a gift to Moeller and allows you to receive fixed payments for life.

Charitable Remainder Trusts

Individuals making gifts through charitable remainder unitrusts transfer cash, securities or other property to a trust. You receive an income tax deduction and pay no capital gains tax. During its term the trust pays a percentage of its value each year to you or anyone you name. When the trust ends, the remaining principal passes to Moeller High School.

Charitable Remainder Annuity Trusts

Individuals making gifts through a charitable annuity trust transfer cash, securities or other property to a trust. Donors will receive an income tax deduction and may avoid capital gains tax. During its term, the trust pays a fixed amount each year to you or to anyone you name. When the trust ends, the remaining principal passes to Moeller High School.

IRA and Retirement Plans

Most retirement plans, including 401(k)s and IRAs, are income tax–deferred, meaning that income tax is not paid until the funds are distributed to you in life, or upon your death. This taxation makes retirement assets among the most costly assets to distribute to loved ones. Because they are subject to income taxes to your beneficiaries, retirement assets make ideal gifts to tax-exempt charitable organizations such as Archbishop Moeller High School as these gifts can possibly decrease estate taxes and income taxes.

What’s Next?

To discuss a confidential, personalized giving strategy to achieve your charitable and financial goals and to maximize the value of your gift to Archbishop Moeller High School, contact: