7 Ways to leave a legacy 

 

1. Visit with Our Lady of the Elms to see what a potential gift can do.

 

2. Prepare or amend your will or living trust, naming charities that have made a difference in your life – like Our Lady of the Elms.

 

3. Change a portion of the beneficiary designation on your retirement plan, life insurance policy or tax-deferred annuity to Our Lady of the Elms.

 

4. Give appreciated assets to Our Lady of the Elms while you are alive.

 

5. Remember loved ones with memorial gifts made to Our Lady of the Elms.

 

6. Encourage family members and friends to leave gifts to Our Lady of the Elms in their wills.

 

7. Ask your financial advisor to include charitable giving to Our Lady of the Elms as part of his or her counsel to other clients. 

  

If you have any questions regarding legacy gifts or donations to Our Lady of the Elms School, please contact Julie Forgach, Director of Institutional Advancement at 330.867.0751 or