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planned giving

The Enduring and

Life-changing Gift

of a CAB Education

 

With a planned gift, you will help to ensure that the transformative work of the Catholic Academy of Bridgeport endures for many years to come.   

 

Planned giving can also provide financial benefits to you and your family now and in the future. You can tailor your charitable giving to your financial, tax or estate planning objectives.

 

Unrestricted gifts give us the greatest flexibility to use funds where they are needed most.

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Ways to Make a Planned Gift

Bequests


You may leave a gift to the Catholic Academy of Bridgeport as part of your will, estate or trust as:

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  • 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

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To name Catholic Academy of Bridgeport in your will, please include:

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  • Legal name: Catholic Academy of Bridgeport

  • Address: 63 Pequonnock Street, Bridgeport, CT 06604

  • Federal tax ID#: 47-3496968

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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.

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Beneficiary


You may name Catholic Academy of Bridgeport (CAB) as a beneficiary on your retirement, investment or bank account, or on your life insurance policy.

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This provides 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.

 

1.  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.

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To name CAB as a beneficiary on your retirement accounts:

Ask your retirement plan administrator or financial institution for a change of beneficiary  form. 

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Please list us as:​

  • Legal Name: Catholic Academy of Bridgeport

  • Address: 63 Pequonnock Street, Bridgeport, CT 06604

  • Federal Tax ID #: 47-3496968

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2. 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.

 

3.  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.​

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Make a Legacy Gift

An opportunity to create the legacy of a life-changing gift of a CAB Education. 

 

Please let us know when you choose to include the Catholic Academy of Bridgeport in your planned giving so that we can thank you. Please contact Susan Cecere at: (203) 362-2990 or scecere@diobpt.org.

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