PLANNED GIVING

The Mother Dolorosa Society was formed to honor those who desire to leave a lasting legacy and have included FSHA in their estate plan. The Mother Dolorosa Society encourages donors to think beyond their lifespan to make sure that the mission and vision of FSHA continues and thrives. There are a number of ways to include FSHA in your estate plan and receive tax advantages.

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Sample Language for a Bequest to Flintridge Sacred Heart Academy

Unrestricted Bequest:
An unrestricted gift is frequently the most useful as it allows the school to determine the wisest and most pressing need for the funds at the time of the receipt. This is a gift that supports the ongoing mission and can be used to at the discretion of the governing board for either endowed or current use needs.

"I [name] of [city, state, zip] give, devise and bequeath to Flintridge Sacred Heart Academy, [specific dollar amount or __ percentage (or all) of the rest, residue and remainder of my estate] for its unrestricted use and purpose at Flintridge Sacred Heart Academy."

Restricted Bequest:
You may restrict your gift by directing how you want it used. If you wish to designate a specific purpose, we encourage you to consult us in advance to make certain we will be able to carry out your intent.

"I [name] of [city, state, zip] give, devise and bequeath to Flintridge Sacred Heart Academy, [specific dollar amount or __ percentage (or all) of the rest, residue and remainder of my estate] for support of [______, (for example: scholarships, educational initiatives, maintenance of buildings/grounds, boarding program, etc.)] at Flintridge Sacred Heart Academy."

Honorary or memorial bequest:
This is a gift given "in honor of" or "in memory of" yourself, in your family's name or on behalf of someone else. We are pleased to honor your request and have many ways to grant appropriate recognition. This language can be added into any of the other bequest options.

"I [name], of [city, state, zip] give, devise and bequeath to Flintridge Sacred Heart Academy, [specific dollar amount or __ percentage (or all) of the rest, residue and remainder of my estate] in honor of [name] for [the reason for honoring]."

Endowed Bequest:
This bequest allows you to restrict the principal of your gift, requiring us to hold the funds permanently and use only a small percentage of its value each year. Creating an endowment or adding to our existing endowments means that your gift can continue giving indefinitely. (To establish a separate endowment or to create a named fund within an existing endowment requires a minimum gift level. Please contact the development office for further details.) Gifts of all sizes are welcomed for existing endowments.

"I [name], of [city, state, zip], give, devise and bequeath to Flintridge Sacred Heart Academy, [specific dollar amount or __ percentage (or all) of the rest, residue and remainder of my estate] to be added to its endowment and used for [general charitable purposes (or) used for ______________ purpose]."

The following are the current endowment funds to which additional funds can be added:

General Scholarship Endowment Fund
Established in 1998, this fund is made up of gifts that have been assigned by the donors to Scholarship Endowment. The income earned from this endowment supplements the percentage of tuition that is set aside each year to provide much needed scholarships/financial aid to current students.

Alumnae Scholarship Fund
Established in the early 1980s, the fund awards scholarships to 9th grade students who have strong academic records and are directly related to an FSHA alumna. Recipients are chosen based on the alumna's participation in FSHA since graduation as well as the applicant's grades and activities.

The Building Maintenance Endowment Fund
This fund was established in 1997 by James N. Gamble to encourage the school to begin to build an endowment for the maintenance of Flintridge Sacred Herat Academy facilities. Contributions continue to be welcomed annually.

Legal Name:
Flintridge Sacred Heart Academy

Address:
440 St. Katherine Drive, La Canada, CA 91011

Taxpayer Identification Number:
95-0739610

For more information please contact:
Shelly Wenker Schroth '94
Director of Advancement
sschroth@fsha.org
Direct Line: 626-685-8396
FAX Number: 626-685-8390