ESTABLISHING A NEW FUND
Named endowments can be created with a single gift or over a period of several years using a variety of methods – including a contribution of cash or appreciated securities or by making a provision for the SCHS Foundation in your will or estate plan. Our donors have a wide variety of planned gift vehicles to choose from, which include designating the school as a beneficiary of an IRA or other retirement asset, a life insurance policy, a checking or savings account, a charitable lead trust or charitable remainder trust. St. Catherine’s recommends you always contact your financial advisor or attorney when making changes to your estate.
For those who wish to establish a new named endowment, the first step is to contact Tim Weiss, Vice President of Advancement, at (262) 833-5521 to discuss particulars surrounding the fund – including its name and purpose. Once finalized, every donor will receive a copy of their formal fund agreement paperwork for his or her records, along with periodic updates from the Foundation and invitation to special donors-only events.