Planned Giving
SHC’s Heritage Society honors the vision and generosity of alumni and friends who have named SHC as a beneficiary of their estate plans. Heritage Society donations support scholarships, technology enhancements, campus maintenance, facility upgrades and countless cocurricular opportunities for our students.
For a wealth of information on a variety of planned giving topics Click here
Ways to Plan Your Gift to SHC
Estate Planning Gifts
Plan for charitable giving to SHC through your will. Estate Planning Gifts are eligible for estate tax deductions for the full value of your bequest to SHC.
Living Trust Gifts
Plan for charitable giving to SHC during your lifetime. Living Trust Gifts are potentially eligible for estate tax deductions if the remainder of the trust is bequeathed to SHC.
Life Insurance Gifts
Plan for charitable giving to SHC by naming SHC as owner and beneficiary of your old or new life insurance policy. Life Insurance Gifts offer immediate charitable deductions for the full gift’s value, plus potential estate tax deductions.
Real Estate Gifts
Plan for charitable giving to SHC by donating real property. Real Estate Gifts offer immediate charitable deductions for the fair market value and the gift is not subject to capital gains taxes.
Learn more or contact Director of Stewardship & Future Giving John Vigo ’81 at 415.775.6626 ext. 763 for more information.
Sacred Heart Cathedral Preparatory Tax ID# 94-115-6678-N