Planned Giving

Last Updated: 6/26/2020 8:47 PM

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Heritage Society

Leaving a Legacy

 

What makes Walla Walla Catholic Schools a special place? Our rich history and the immense pride of our Alumni help us build a future filled with Faith, Service, and a Commitment to learning. One of the greatest gifts that our Alumni and Families can give us is the opportunity to inspire future generations of their family!

Have you included Walla Walla Catholic Schools in your estate plan? Become one of our first charter members of our Heritage Society, the WWCS Heritage Society will be launching in the spring of 2020. Including us in your will, as a life insurance beneficiary or in a charitable reminder trust offers more than potential tax savings.

The Heritage Society was created to honor our legacy donors who have named Walla Walla Catholic Schools as a beneficiary through their estate plan. It also creates a means of support that makes Walla Walla Catholic Schools stronger, better prepared so that the school can thrive for generations to come. Current members of the Heritage Society can support the school through variety of ways such as his/her: will; retirement account; charitable gift annuity; charitable trust, and/or life insurance policy.

 

Planned Giving Opportunities

1.   Make a gift to Walla Walla Catholic Schools through your will

*Sample language for your will:

Specific Gift Language

  • I give and devise to Walla Walla Catholic Schools (Tax ID #911430214), located in Walla Walla, Washington, and the sum of $___________ (or asset) to be used for its general support (or for the support of a specific fund or program).

Residual Gift Language (A residual bequest comes to us after your estate expenses and specific bequests are paid):

  • I give and devise to Walla Walla Catholic Schools (Tax ID #911430214), located in Walla Walla, Washington all (or a percentage) of the rest, residue, and remainder of my estate, both real and personal, to be used for its general support (or for the support of a specific fund or program).

2.   Make a gift to Walla Walla Catholic Schools through your IRA

If you are 70 ½ years old or older, you can you can make a gift to Walla Walla Catholic Schools through your IRA and take advantage the tax benefits. You can give up to $100,000 directly from your IRA to a qualified charity like Walla Walla Catholic Schools without having to pay taxes on the money.

If you have already made this provision through your estate plan, please let us know so that Walla Walla Catholic Schools can include you amongst the membership of the Heritage Society. If you have any questions, please contact the Jamie Van Wormer at 509-850-6429 or email her at jvanwormer@thewwcs.com.