Planned Giving

Planned giving is vital to Visitation’s future. Your gift will become part of the school’s endowment and will support initiatives vital to advancing our mission. It will provide resources that can be drawn upon year after year, helping to ensure the legacy of the Visitation Sisters well into the future.

The DeChantal Foundation

The DeChantal Foundation recognizes and honors the generosity of those who make provisions for Visitation School in their estate plan. We invite you to become a member by making a lasting and meaningful contribution to Visitation, ensuring that future generations of students benefit from an education that is “Not for school, but for life.”

Planned Giving Options
Please review the following planned giving options with your financial and tax advisors:

Charitable Bequest. A charitable bequest is an easy method of making a gift to Visitation upon your death. A bequest can be included in your will directing that a specific dollar amount, asset or percentage of your estate be distributed to Visitation upon your death.  In addition to benefiting Visitation, the gift could reduce potential estate taxes. Perhaps it is time to update your will and consider including a bequest to Visitation.  Sample Will Language

Retirement Plan Beneficiary. Naming Visitation as the beneficiary of one or more of your retirement plans is a great tax-saving strategy. As a charity, Visitation is not required to pay income tax on the amount received upon your death. In contrast, your family members will be required to pay income in respect of a decedent tax on amounts in your qualified retirement plans and IRAs. 

Life Insurance Beneficiary. Consider naming Visitation as the beneficiary of a life insurance policy on your life if your spouse or children will not need the funds. This can be a great way to make a substantial gift to Visitation. Another option is to transfer ownership of the policy to Visitation during your lifetime.

Charitable Remainder Trust. A charitable remainder trust allows you to transfer assets to a trust, receive an annual income stream from the assets and pass the remainder amount to Visitation upon your death or after a term of years. You will receive a present income tax deduction upon the creation of the trust based on the remainder amount that will pass to Visitation.

Charitable Gift Annuity. A charitable gift annuity allows you to donate assets to Visitation in exchange for Visitation’s promise to pay you a lifetime income stream. In addition, you receive a tax deduction.

Upon notification to Visitation of your gift intentions, you will be invited to join The DeChantal Foundation.

For More Information

If you would like additional information about including Visitation in your estate plan, please contact:

Lisa Shaughnessy, Director of Advancement • (651) 683-1702