GIVING

Planned Giving

Planned Giving

Did you know that a planned gift to FGR can benefit both you and the school? Our Advancement professionals will help you design a gift that will support our students and exceptional program while reducing or eliminating your income, gift, and estate taxes.
Bequests
Bequests are an easy way to create a planned gift to Father Gabriel Richard High School. Simply include the school in your will or trust.
Beneficiary Designation
Include FGR as a beneficiary in your personal or group life insurance, your 401k, IRA or other retirement plan.
Gift of Stock

With a gift of stock you can support the mission of Father Gabriel Richard High School and enjoy valuable tax benefits. Simply transfer stock of appreciated value directly to The Catholic Foundation.

Avoid Capital Gains Tax
If you transfer stock of appreciated value directly to The Catholic Foundation, you will not have to pay capital gains tax on the appreciated value of the stock that you may be obligated to pay if you were to sell the stock. That’s a real tax advantage for a charitably minded stock owner who doesn’t want to pay capital gains taxes.

A Great Source for Major Gifts!
If you wish to make a larger gift to The Catholic Foundation, you can make a tax-wise gift with a transfer of stock rather than tapping into your cash accounts this year.
Ready to make a stock transfer gift? It’s easy! Click here or just follow these steps:

  • Direct your broker to transfer a gift of stock to The Catholic Foundation at:
    Account Information
    Name: The Catholic Foundation of the Diocese of Lansing
    DTC #: 0015
    Account #: 395-015775-043
    Federal Tax ID #: 81-2025056
  • Notify The Catholic Foundation of your stock transfer gift intention:
    Donor Name
    Address
    Preferred Phone & Email
    Name of Security
    Number of Shares
    Anticipated Date of Delivery
    Gift Designation: Father Gabriel Richard High School

The Catholic Foundation Contact: Matt Hufnagel, Vice President of Development (517-253-8748 or mhufnagel@dioceseoflansing.org)

If you would like to discuss your planned gift, please contact President Joe Jordano at 734.662.0496 ext. 204 or email advancement@fgrhs.org.

Your FGR Journey Begins Here