Planned Giving

How will you leave a legacy?

Learn how leaving a legacy with Our Mother of Perpetual Help School can help support the causes you care about while continuing to meet your current financial needs.

Consolidated Appropriations Act 2023 (CAA) and Your Support

Reach Your Philanthropic and Financial Goals with Planned Giving

A legacy gift enables you to support Our Mother of Perpetual Help School, secures the financial needs of your loved ones, and provides you with tax benefits. Legacy gifts of all sizes combine to help us meet our current goals and reach further into the future.

By including Our Mother of Perpetual Help School in your will or trust, naming OMPH School as a beneficiary of all or part of a life insurance policy, or taking advantage of other giving opportunities, you can preserve your assets now and support for years to come. Your gift will have a real, lasting impact.

Let us help you make the gift that's right for you.

Request a confidential, no-obligation conversation to get started.

Get in touch with us

Join The St. Alphonsus Liguori Society

The St. Alphonsus Liguori Society

When you make a gift to Our Mother of Perpetual Help School from your will or trust, you'll you'll be welcomed into The St. Alphonsus Liguori Society and join other supporters and friends of our important mission. Is Our Mother of Perpetual Help School already in your plans? Please let us know so we can properly thank you and make sure your gift will be used as you've intended.

Document Your Gift to Our Mother of Perpetual Help School
The St. Alphonsus Liguori Society

How to Give

Not only do you have options for how your gift to Our Mother of Perpetual Help School will be used, you also have options on what to give and how to give. There are gifts that cost you nothing now, gifts that pay you income, and gifts that allow you to decide what happens when.

General Bequest

Gifts from your will

Through a provision in your written and executed will, you can make a gift in the form of cash, securities, real estate or personal property. There are many types of bequests. Choose the one that best fits your needs and intentions.

Download Bequest Language
Charitable Gift Annuity

Gifts That Pay You

You can turn underperforming assets (stock, cash in a savings account, CDs, savings bonds, etc.) into a gift to OMPH School that provides income to you. Your Charitable Gift Annuity will give you quarterly, fixed payments for life and tax benefits, too.

Download CGA Information
Donor Advised Funds

Beneficiary Designation and Grants

Designate OMPH School as a beneficiary to receive all or a portion of the balance of your Donor Advised Fund (DAF) through your fund administrator. You also can make a grant to us at any time from your donor-advised fund.

Learn More about DAFs
Charitable IRA Rollover

Charitable IRA Rollover

If you're 70 ½ or older, you can make a gift directly from your IRA to OMPH School. While there is no charitable deduction for a rollover gift, you do avoid the income tax on the donated portion of your required minimum distribution.

Download IRA Rollover Information
Gifts of Life Insurance

Beneficiary Designation and Paid-Up Policies

Name Our Mother of Perpetual Help School as the beneficiary of an existing life insurance policy; donate an existing, paid-up life insurance policy you no longer need; or purchase a new life insurance policy and name Our Mother of Perpetual Help School as the owner and beneficiary.

Learn More about Life Insurance
Gifts of Property

Real Estate and Other Valuables

Like stock, the fair market value of gifts of appreciated assets such as real estate, artwork, and other well curated collections, can be deducted from your income tax today and reduce your estate taxes in the future.

Download Real Estate Gift Information
Beneficiary Gifts

Retirement Accounts

Naming Our Mother of Perpetual Help School as the beneficiary of a qualified retirement plan asset such as a 401(k), 403(b), IRA, Keogh, profit-sharing pension plan or other donor-advised funds, will accomplish a charitable goal while realizing significant tax savings.

Download Beneficiary Gifts
Gifts of Stock

Appreciated Stock

When you donate appreciated stocks, bonds, or mutual fund shares instead of cash, you'll receive charitable deductions at full, fair market value while reducing capital gains impact.

Download Stock Transfer Information
Other Options

Other Planned Giving Vehicles

There are many other ways to support Our Mother of Perpetual Help School through a planned giving vehicle. Charitable Gift Annuities, Charitable Trusts, Life Insurance and more may be good options for you. We can show you creative ways to use your assets to benefit Our Mother of Perpetual Help School, while at the same time preserving the benefits of those assets for you and your family.

Contact Us to Discuss Your Options

Let's get in touch

  • Teresa Hartman ’77

    Director of Advancement

    717-738-2414 Ext. 3

    330 Church Avenue

    Ephrata, PA 17522

  • For Professional Advisors

    If you are working with a professional advisor, or advising a donor, here's a practical guide for including in a charitable estate plan.

  • Download Advisor Guide