Easy Planning Options
Making a gift for the benefit of St. Philip & St. Augustine Catholic Academy after you are gone is a wonderful way to create a lasting legacy and ensure that Catholic education and formation will continue to be received at SPSA for generations to come.
For more information or to answer your questions about a possible gift, please phone or e-mail Erica Romero at (214) 381-4973 or firstname.lastname@example.org.
If you need more advanced information about planned giving, we have partnered with The Catholic Foundation to provide you with the most up-to-date ways of fulfilling your charitable intentions. Click here to access The Catholic Foundation website or call them at (972) 661-9792.
The SPSA Tuition Assistance Fund of The Catholic Foundation
Bequest from Your Will or Living Trust
You can easily make a charitable gift of a specific dollar amount, percentage of your estate/trust, a certain asset or make the SPSA Tuition Assistance Fund a “residual beneficiary”. In addition to a very generous charitable gift, your trust or estate receives an estate tax deduction as well. Click here for more information on bequests and specific wording options that may be appropriate for your will or trust.
Beneficiary Designation from a Retirement Plan
By designating the SPSA Tuition Assistance Fund as a beneficiary of your IRA or retirement plan, you support important our work and avoid both estate and income tax. All that is required is to name “The Catholic Foundation for the benefit of the SPSA Tuition Assistance Fund” as beneficiary for a portion or all of your IRA or qualified retirement plan.
Charitable Gift of a Life Insurance Policy
You can assign whole life insurance policies and name “The Catholic Foundation for the benefit of the SPSA Tuition Assistance Fund” as beneficiary. In return for your generosity, in most cases you receive a tax deduction for the premiums you have paid on the policy.
St. Philip & St. Augustine Catholic Academy has established a tuition assistance fund at
The Catholic Foundation that is uniquely ours which will provide annual support to allow deserving students the opportunity to attend our school.
You can specify that your gift is added to our Fund or for a specific need at the school.
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