Plan Your Legacy

Legacy gifts provide the foundation for Ursuline Academy’s work. These gifts allow you to take care of your family, provide for gifts to loved ones, and include a charitable gift for Ursuline Academy. We can help you find the best way to make your gift, and perhaps help you to make a larger gift than you thought possible.

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Estate Planning Overview

Estate planning can entail difficult choices, but once your plan is in place, it provides a sense of relief and peace of mind. You’ll know that you have done your best to plan and provide for yourself and for loved ones, as well as for the causes you’ve cared about during your lifetime.
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Retirement Planning Tips

It’s really never too early – or too late – to do retirement planning. With this in mind, Ursuline offers the following list of basic points to consider.
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Benefits of Giving

A gift plan can provide you substantial tax benefits, especially when you give stock or real estate. Depending on your situation, you may save income taxes, capital gains taxes, probate expenses, and estate taxes.
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