Planned Giving

Planned Giving

A Lasting Legacy of Faith and Opportunity

Planned giving offers a meaningful way to support Bishop Stang while also honoring your personal, financial, and philanthropic goals.

By including Bishop Stang in your long term plans, you help ensure that future generations of students experience the faith, academic excellence, service, and community that define Spartan Village.

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The Bonitas Dei Society

Carrying the Goodness of God Forward

Bishop Stang is blessed by the charism of Saint Julie Billiart, who taught us to recognize and proclaim the Bonitas Dei, the goodness of God, in every person and every moment.

Members of the Bonitas Dei Society help secure Bishop Stang's future by remembering the school in their estate or long term financial plans. Their generosity is a profound statement of faith and confidence in the enduring value of Catholic education.

Ways to Create Your Legacy

Planned Giving Options

Your attorney or financial advisor can help you identify an approach that reflects your intentions and personal circumstances.

01 A Bequest in a Will or Trust

One of the simplest and most popular ways to join the Bonitas Dei Society is by remembering Bishop Stang in your will or trust. A bequest allows you to leave a specific amount, a percentage of your estate, or a residual gift after other obligations are fulfilled. It is an enduring way to express your faith and values while supporting future generations of Spartans.

Unrestricted Bequests

An unrestricted bequest allows the school to determine how to use the funds based on its most pressing needs. Unrestricted bequests are extremely valuable because Bishop Stang can use them flexibly to meet its future needs.

Sample Language: Unrestricted Bequest

“I give, devise, and bequeath to Bishop Stang High School, Federal Tax Identification Number 99-1832722, the sum of $__________ (or __________% of my estate) to support the objects and purposes of the school.”

Sample Language: Unrestricted Endowed Bequest

“I give, devise, and bequeath to Bishop Stang High School, Federal Tax Identification Number 99-1832722, the sum of $__________ (or __________% of my estate). The property comprising this gift may, for investment purposes, be merged with any of the investment assets of Bishop Stang, but the gift shall be entered in the school's books and records as an endowed fund known as THE ____________________ FUND (the “Fund”). Bishop Stang shall use the endowment payout from the Fund to support the objects and purposes of the school.”

Restricted Bequests

A restricted bequest directs assets to a specific existing fund, department, or particular purpose, such as needs based or merit based scholarships. The sample language below shows how to word gifts to be restricted for such purposes. A restricted bequest may be for an expendable or endowed fund. Because each restricted bequest is unique, Bishop Stang encourages donors considering this type of gift to speak, or have their estate planner speak, with the Advancement Office about the appropriate language.

Sample Language: Restricted Bequest

“I give, devise, and bequeath to Bishop Stang High School, Federal Tax Identification Number 99-1832722, the sum of $__________ (or __________% of my estate) to support [scholarships, campus ministry, athletics, etc.]. If at any time in the judgment of the Board of Trustees it is impossible or impracticable to carry out this purpose, the Board shall determine an alternative use that most closely aligns with my original intent.”

Sample Areas to Restrict Your Gift Toward
  • Needs based financial aid
  • Merit based scholarships
  • Library or technology
  • Athletics
  • Co-curricular activities
  • Science or another department, including Theatre, Visual Arts, or Languages
02 Retirement Plan Beneficiary

Naming Bishop Stang as a beneficiary of your IRA, 401(k), or other retirement plan is a tax-wise way to make a legacy gift. These assets are often among the most heavily taxed when left to individuals, but when directed to a nonprofit like Bishop Stang, they can be transferred tax-free, making your generosity go further.

Sample Language

“I designate Bishop Stang High School, Federal Tax Identification Number 99-1832722, as a __________% (or specific amount) beneficiary of my [IRA/401(k)/retirement account].”

03 Life Insurance

A life insurance policy can provide an extraordinary gift at a relatively modest cost. By naming Bishop Stang as a beneficiary or transferring ownership of an existing policy, you can transform a simple instrument into a legacy that will touch generations.

Sample Language

“I designate Bishop Stang High School, Federal Tax Identification Number 99-1832722, as a beneficiary of policy number ____________________ issued by ____________________.”

04 Charitable Gift Annuity or Trust

Charitable gift annuities and charitable remainder trusts allow you to make a gift to Bishop Stang while still providing income for yourself or loved ones. These planned gifts may also offer immediate tax benefits while ensuring your generosity continues to sustain Catholic education.

Sample Language

Because the terms of annuities and trusts vary, donors typically establish them with their advisor and then designate Bishop Stang High School as the charitable beneficiary. Suggested wording may follow along the lines of: “I designate Bishop Stang High School, Federal Tax Identification Number 99-1832722, as the charitable beneficiary of the [charitable gift annuity/charitable remainder trust] established with [financial institution].”

05 Appreciated Securities or Real Estate

Gifts of stock, bonds, or real estate are powerful ways to support Bishop Stang while also providing significant tax advantages. By donating appreciated assets, you may avoid capital gains tax while also receiving a charitable deduction.

Sample Language

“To transfer a gift of securities, please instruct your broker to direct the transfer to Bishop Stang High School's account [insert brokerage details]. For gifts of real estate, please contact the Office of Advancement at Bishop Stang High School, 500 Slocum Road, North Dartmouth, MA 02747, to ensure your intentions are recorded properly.”

How to Begin

Four Thoughtful Steps

Planned giving begins with a conversation and continues with guidance from the professionals you trust.

  1. Speak With Your Advisor

    Talk with your attorney, financial advisor, or tax professional about which planned giving option may be appropriate for you.

  2. Contact Bishop Stang

    Connect with the Office of Advancement to share your interest, ask questions, and begin a confidential conversation.

  3. Clarify Your Intentions

    Let us know the purpose you hope your gift will serve so Bishop Stang can understand and honor your wishes.

  4. Celebrate Your Legacy

    Take joy in knowing that your generosity will reflect the goodness of God in the lives of students for generations to come.

It Starts With a Conversation

We Welcome the Opportunity to Hear From You

If you have included Bishop Stang in your plans, please let us know. We would be honored to thank you and make sure the purpose of your gift is understood.