BEQUESTS AND PLANNED GIVING

A bequest is a gift from your estate – a transfer of cash, securities or other properties made through your estate plan. You can make a bequest to Albertus Magnus High School by including language in your will or living trust leaving a portion of your estate to AMHS, or by designating AMHS as a beneficiary of your Retirement account or life insurance policy. Making a bequest of a planned gift is a wonderful way to show your support and appreciation to AMHS. You will know that you have made a meaningful contribution to Albertus Magnus. On top of that, smart estate planning strategies can be employed to reduce the tax burden on your heirs. If you have included Albertus Magnus, please let us know. We would like to thank you for your generosity, make sure the purpose of your gift is understood by the high school and recognize you as a member of the Legacy Society.

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