Consolidated Appropriations Act 2023 (CAA) and Your Support

How Will You Leave Your Legacy?

A planned gift enables you to preserve your assets during your lifetime and leave a valuable legacy. Your gift to The Academy of the Sacred Heart helps ensure that we can continue to educate and inspire the heart and mind of each child.

Let us help you make the gift that's right for you. Explore several popular ways of supporting The Academy of the Sacred Heart, then begin a confidential, no-obligation conversation to get started.

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The Academy of the Sacred Heart honors those who have included the Academy in their charitable plans through membership in the Legacy Society.

We thank all members for their generosity and for inspiring others to support our students and programs with a planned gift.

When you make a gift to The Academy of the Sacred Heart from your will or trust, you'll join the others who share your commitment to sustaining an Academy education that graduates young men and women of value and strength.

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If you've already included the Academy in your plans, please let us know so we can properly thank you and make sure your gift will be used as you've intended.

Meet Our Donors

  • "My favorite thing about the Academy of the Sacred Heart is that I feel like it's a home. I feel like I'm dropping my children off at a friend's or a relative's house every day when they walk through the doors."

    Dr. Jessica Metcalf Miller '93
  • "The Academy builds character in a way that has been lost to most of this generation. [The school helps] students look outside of themselves and their comfort zones to really see the world around them and understand their place in that world."

    Rachel Brown
  • "Wonderful academic atmosphere with over 200 years of living, loving and learning...the Academy has provided our child an exceptional pathway for lifelong education and a lifetime of friendships and memories."

    Janine Kampelman
  • "Forever grateful for the outstanding education the Academy provided my three brothers and me. Outside of the phenomenal education, the welcoming and loving family community was always a favorite part of mine! [The Academy of the Sacred Heart] will always hold a special place in my heart!"

The Most Popular Planned Gifts

Gifts From Your Will
General Bequest

Through a provision in your written and executed will, you can make a gift in the form of cash, securities, real estate or personal property. There are many types of bequests. Choose the one that best fits your needs and intentions.

Beneficiary Gifts
Retirement Accounts

Naming The Academy of the Sacred Heart as the beneficiary of a qualified retirement plan asset such as a 401(k), 403(b), IRA, Keogh, profit-sharing pension plan or other donor-advised funds, will accomplish a charitable goal while realizing significant tax savings.

Gifts That Pay You
Charitable Gift Annuity

You can turn underperforming assets (stock, cash in a savings account, CDs, savings bonds, etc.) into a gift to The Academy of the Sacred Heart that provides income to you. Your Charitable Gift Annuity will give you quarterly, fixed payments for life and tax benefits, too.

Current Gift Options

Gifts of Stock
Appreciated Stock

When you donate appreciated stocks, bonds, or mutual fund shares instead of cash, you'll receive charitable deductions at full, fair market value while reducing capital gains impact.

Charitable IRA Rollover
Charitable IRA Rollover

If you're 70 ½ or older, you can make a gift directly from your IRA to The Academy of the Sacred Heart. While there is no charitable deduction for a rollover gift, you do avoid the income tax on the donated portion of your required minimum distribution.

Gifts of Property
Real Estate and Other Valuables

Like stock, the fair market value of gifts of appreciated assets such as real estate, artwork, and other well curated collections, can be deducted from your income tax today and reduce your estate taxes in the future.

Let’s Talk

There are many giving options available to you, such as naming The Academy of the Sacred Heart as a beneficiary in your will and charitable gift annuities that provide steady income for you and your family during your lifetime. For more information, please find our contact info below, or submit this form.

Contact Us

Academy of the Sacred Heart
 619 North Second Street
St. Charles, MO 63301

636-946-6127 Ext. 1601

For Professional Advisors

If you are working with a professional advisor or advising a donor, here's a useful guide for including The Academy of the Sacred Heart in a charitable estate plan.

Download Advisor Guide

© The Academy of the Sacred Heart and Planned Giving Marketing.
This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice. For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.
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