Planned Giving | Catholic Academy Bridgeport

Catholic Academy Bridgeport

Planned Giving

Leave a Planned Gift in Your Will

 

 

 

 

 

 

 

Gifts by will are an essential source of support.
Unrestricted gifts give us the greatest flexibility to use funds where they are needed most.

You may leave the Catholic Academy of Bridgeport:

  • A stated dollar amount
  • A percentage of your residual estate (what remains after gifts to loved ones and expenses have been paid)
  • A specific asset, such as securities or other marketable property

How to name Catholic Academy of Bridgeport in your will:

  • Legal name: Catholic Academy of Bridgeport
  • Address: 63 Pequonnock Street, Bridgeport, CT 06604
  • Federal tax ID#: 47-3496968

This sample language may be useful:
“I give and bequeath to Catholic Academy of Bridgeport, 63 Pequonnock Street, Bridgeport, CT 06604 [the sum of __________ Dollars ($____)] [ _______ % of the rest, residue and remainder of my estate], to be used for its general charitable purposes.

Notifying Catholic Academy of Bridgeport of your gift:
We hope you will let us know when you have named the Catholic Academy of Bridgeport in your will or trust so that we can thank you and include you in our Legacy Society. Please contact Susan Cecere at (203) 362-2990 or email scecere@diobpt.org.

Name Catholic Academy of Bridgeport as a Beneficiary

 

Naming Catholic Academy of Bridgeport (CAB) as a beneficiary on your retirement account or life insurance policy is a simple and powerful way to support the life-changing work of our school without changing your will or living trust. Beneficiary designation gifts pass directly to CAB without going through the probate process and go right to work to help our mission.

Retirement accounts
Some of our donors name CAB as a beneficiary of all or a specified percentage of their IRA, 401(k), 403(b), or other retirement plan.

Individuals who inherit retirement plan assets are usually required to pay income tax on them, so they are often considered among the best assets to leave to charity.

How to name CAB as a beneficiary on your retirement accounts:
Ask your retirement plan administrator or financial institution for a change of beneficiary form.
Please list us as:

  • Legal Name: Catholic Academy of Bridgeport
  • Address: 63 Pequonnock Street, Bridgeport, CT 06604
  • Federal Tax ID #: 47-3496968

Notify us of your beneficiary designation:
Please let us know when you’ve made a beneficiary designation for CAB so that we can thank you and include you in our Legacy Society. Please contact Susan Cecere at (203) 362-2990 or email scecere@diobpt.org.

Other ways to name CAB as a beneficiary:

 

Bank and investment accounts & commercial annuities
You can leave a legacy by naming CAB as a Transfer-on-Death (TOD) or Payable-on-Death (POD) beneficiary on a bank or investment account, or a commercial annuity. Check with your financial institution to see if this option is available to you.

Life insurance policies
If you have a life insurance policy that is no longer needed for your family, designating CAB as a beneficiary is a simple way to support our mission.