Planned Giving

Bishop Fenwick Legacy Society

The Bishop Fenwick Legacy Society was established to recognize individuals who have generously made a planned gift to benefit Bishop Fenwick High School.  A benefactor may choose the designation of a planned gift.

There are a myriad of options when making a planned gift:

  • Wills and Bequests - A gift to Bishop Fenwick High School by will permits you to retain all your assests during your lifetime and/or the life of your spouse. Designations may be for a percent of your estate or for a specified amount.
  • Charitable Remainder Trusts - A charitable trust can provide income to you and your spouse as long as either of you live. Thereafter, the trust principal will go to the Bishop Fenwick High School Endowment Fund. You may name other charities as principal recipients as well.
  • Charitable Gift Annuities - When you transfer cash or securities of more than $10,000 to the Dayton Foundation, the annuity would guarantee you a fixed steam of income for life. The income would flow to you (and to your spouse, if you desire), after which the remaining principal of the annuity becomes a gift to Bishop Fenwick High School. This provides a current income tax savings and possible capital gains savings.
  • Life Insurance - When the added protection of an insurance policy is no longer needed, transferring the policy's ownership to Bishop Fenwick High School can result in tax benefits for you and a generous gift for Bishop Fenwick High School. Bishop Fenwick High School can also be included as a beneficiary, contingency beneficiary or owner of a new or existing policy.
  • Charitable Lead Trust - A charitbale lead trust can be appropriate if you have ample income now, but desire to retain ownership of the trust principal to meet future financial goals for your family. Income will be directed to the Bishop Fenwick High School Endowment Fund for the specific term of the trust, after which time the principal will return to you or designated survivors.
  • Outright Gift - A direct gift of cash, appreciated securities or real properties may be the most convenient way for you to make a contribution to the Bishop Fenwick High School Endowment Fund.
  • Retirement Funds - For those who may have significant retirement plan assets, potential estate and income taxes on any part of those assests that might still be in one's estate at death can be avoided by making the Bishop Fenwick High School Endowment Fund the beneficiary of any unused plan assets.

We thank you for your support of Bishop Fenwick High School! We would also like to recognize members of the Legacy Society:

Donald '60 & Andrea Accurso
*Salvatore B. & Kathryn Accurso
Dave '70 & Tish Agoston
*John & Lillian Blust
*Carl Burgemeir
*Cora K. Currier
*Dorothy R. Dobrozsi
*Neil & Sally Enright
*John C. Erb
*Al & *Olive Homan
*Rev. Lawrence R. Krusling
Lawrence '59 & Cathie (Herr) Mulligan '58
*Mary E. (Nellie) Murphy
*Ted J. Parrella
*John "Butch" D. Rossi '53
*James H. Sweeney, Jr.

*Denotes deceased