Cedar Valley Catholic Schools Advancement Office
Advancement Director: Mike Knipp, 319-232-1422

PLANNED GIVING

Planned Giving is a set of ways a donor can leave money/assets to the Cedar Valley Catholic Schools at their death; or a way to invest money so that the donor receives benefits during their life and then bequeaths the remaining funds to the nonprofit. Planned Giving is a complex program of various financial instruments that can be adapted to each donor's needs.

Please contact your professional advisor to help in setting up your planned giving program.

Cash or Securities
Checks or credit cards are the most convenient forms of giving. Stocks and Bonds are other methods often used that may have a tax advantage.

Memorial Gifts
A bequest in memory of a loved one or friend is a way for the donor to support the schools and provide the deceased person with a living legacy.

Matching Gifts
Many companies are willing to match donations to charitable institutions. This is a way to double your contribution.

Deferred Gifts
Personal assets, life insurance policies, annuities, and charitable trusts are just a few of the ways one can support Catholic education in the years to come. These often have excellent tax advantages. These gifts insure that our schools will continue to provide a value rich education to future generations.

Gifts in Kind
At times families can donate possessions or services to make a contribution.

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