We can help

No matter your personal planning need, there is a planned gift option which can help you achieve it. We stand ready to help you and your advisors find the best way to create your charitable legacy while meeting your own goals.  Please call the Development Office at (818) 346-8812, ext. 1014.

LIFE INSURANCE POLICY AND DAF BENEFICIARY LANGUAGE

As with retirement plans, naming Louisville High School as the beneficiary of a life insurance policy or your donor-advised fund is as simple as filling in a change of beneficiary form from your plan/fund administrator. Be sure to let us know you have named us as the beneficiary so we can contact the insurance company or fund at the appropriate time and put your gift to work as you intend.

RETIREMENT PLAN BENEFICIARY LANGUAGE

Naming us as the beneficiary of a qualified retirement plan asset such as a 401(k), 403(b), IRA, Keogh or profit-sharing pension plan will accomplish your charitable goals while realizing significant tax savings.  It can be costly to pass such assets on to heirs because of heavy tax consequences.  By naming Louisville High School as a beneficiary of all or a percentage of your retirement plan, you maintain complete control over the assets while living, but at your passing the remaining assets pass to Louisville free of both estate and income taxes.
 
Making a charitable gift from your retirement plan is easy.  Simply fill out a change of beneficiary form from your plan administrator and notify us.  We can also assist you with the proper language for your beneficiary designation to Louisville.

SPECIFIC GIFT LANGUAGE

“Naming us as a beneficiary of a specific amount from your estate is easy:
I give and devise to Louisville High School, located in Woodland Hills, California, the sum of $___________ to be used where it determines the need is greatest (or for the support of a specific fund or program).”

RESIDUAL BEQUEST LANGUAGE

A residual bequest comes to us after your estate expenses and specific bequests are paid:
“I give and devise to Louisville High School, located in Woodland Hills, California, all (or state a percentage) of the rest, residue and remainder of my estate, both real and personal, to be used where it determines the need is greatest (or for the support of a specific fund or program).”