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Planned Giving Overview

Leave a Legacy

leave legacyMaking a gift for the benefit of the Notre Dame School of Dallas after you are gone is a wonderful way to create a lasting legacy and ensure that this critical educational resource for students with intellectual disabilities will be there for generations to come.

For more information or to answer your questions about a possible gift, please phone or e-mail Kay Barry at 214-720-3911 or email kbarry@notredameschool.org.

The Notre Dame School of Dallas has established a permanent endowment fund that is uniquely ours which will provide annual support for our facilities as well as funds for our programs and operating expenses. You can specify that your gift is added to our endowment or for a specific need at the school.

Easy Planning Options

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 Notre Dame School of Dallas Endowment Fund a “residual beneficiary”. In addition to a very generous charitable gift, your trust or estate receives an estate tax deduction as well. Contact Kay Barry at 214-720-3911 or email kbarry@notredameschool.org 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 Notre Dame School of Dallas Endowment Fund as a beneficiary of your IRA or retirement plan, you support important our work and avoid both estate and income tax. All that‘s required is to name “Notre Dame School of Dallas Endowment 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 “Notre Dame School of Dallas Endowment 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.

If you need more advanced information about planned giving, contact Kay Barry at 214-720-3911 or email kbarry@notredameschool.org to provide you with the most up-to-date ways of fulfilling your charitable intentions.