Louisville High School Planned Giving

What is Planned Giving?

Did you know that it is possible for you to make a gift in support of Louisville’s mission while also ensuring that you meet your needs for your lifetime and those of your loved ones? These giving techniques are called “planned gifts” because, through a bit of easy planning, you, your family and Louisville all benefit.

Please take your time and learn about:

Gifts that cost you nothing out of pocket today
The benefits of joining our the Louisville Heritage Society

It is recommended that you consult your attorney as you plan your gift.

Gifts Anyone Can Make

Some gifts do not have to cost you anything today but support our mission in the future. These gifts include:

Name Louisville as a beneficiary of your will or living trust
Name Louisville as a beneficiary of your qualified retirement plan (IRA, 403(b), 401(k), etc.)
Name Louisville as a beneficiary of your life insurance policy
Name Louisville as a beneficiary of your donor-advised fund

How it Works

Name Louisville in your will, codicil to your will, living trust or as a beneficiary of your retirement plan, life insurance policy or donor-advised fund
Designate your gift for a particular purpose that is important to you, or allow us to use the gift where the need is greatest at the time it matures
Indicate a set amount, a percentage or the remaining balance to benefit our mission

Benefits

Your assets remain in your control during your lifetime
You can modify your gift at any time to address changing circumstances
You can direct your gift to a particular purpose (be sure to check with us to make sure your gift can be used as intended)
Under current federal tax law there is no upper limit on the estate tax deduction for your charitable gifts

Questions? Please contact us at any time via email - giving@louisvillehs.org - or call the Advancement Office at 818.346.7510.

The Louisville Heritage Society

Louisville is proud to announce the creation of the Louisville Heritage Society.

Membership in this special community is open to all individuals who have named Louisville in their long-term estate plans.

Benefits include invitations to special recognition events, a commemorative pin, and acknowledgement in our Annual Report.

For information and to inform us of a commitment to Louisville in your estate plans, please contact the Advancement Office at 818-346-7510 or at giving@louisvillehs.org.