Planned Gifts

To schedule an appointment to discuss planned giving, please use the contact information at the bottom of this page to contact Debbie Geiger.

Bequest:

Bequests are planned gifts where a donor may designate a contribution to benefit Moeller High School by including the school in their will. You may arrange for a cash gift or assets gift or property donation. Bequests may be made for a specific amount, a percentage of your estate, or even a residual portion.

Simple Gift Annuity:

You may designate cash or appreciated assets as a cash annuity. This gift is easy to create and can increase spendable cash, thereby providing substantial tax savings.

Charitable Remainder Trust:

Under a Charitable Remainder Trust (CRT), a donor transfers money or property in trust for the benefit of Moeller High School. The trust makes payments to the donor or to the designated beneficiary/ies for their lives or for a period of years (not to exceed 20 years) designated in the trust agreement. When these payments terminate, the assets in the trust pass to Moeller High School. 

Lead Trust:

This planned gift provides an immediate income stream to Moeller High School for either a fixed period of years (up to 20) of for the donor’s lifetime. At the end of the period, the principal reverts to the donor or passes to the donor’s heirs. This trust shelters current income while preserving principal for you and your family.

  

For Advancement Office information, please contact:

Chris Anne Gaier, Administrative Assistant
(513) 791-1680, ext. 1301
or
Scott Schuster, Director of Development
(513) 791-1680, ext. 1320

Advancement@Moeller.org