Planned Giving
Create Your Legacy
A planned gift secures a legacy that endures - one that sustains and grows our Jesuit mission.
Benefactors who make a bequest or any other type of legacy gift to Loyola Blakefield become members of our Ferdinand Wheeler, S.J. Society. These individuals and families demonstrate remarkable foresight and generosity in ensuring their lasting mark and impact on Loyola through a legacy gift to the school.
We welcome your support through a variety of legacy giving options. Learn more about ways to give below and consult your attorney or financial advisor before making a legacy gift of any type.
The Office of Development will help you with your own plans or provide you with more specific information. If you have already included Loyola Blakefield in your will or other long-range plan, please let us know. It would be the school's pleasure to induct you into The Ferdinand Wheeler, S.J. Society.
Benefactors who make a bequest or any other type of legacy gift to Loyola Blakefield become members of our Ferdinand Wheeler, S.J. Society. These individuals and families demonstrate remarkable foresight and generosity in ensuring their lasting mark and impact on Loyola through a legacy gift to the school.
We welcome your support through a variety of legacy giving options. Learn more about ways to give below and consult your attorney or financial advisor before making a legacy gift of any type.
The Office of Development will help you with your own plans or provide you with more specific information. If you have already included Loyola Blakefield in your will or other long-range plan, please let us know. It would be the school's pleasure to induct you into The Ferdinand Wheeler, S.J. Society.
Ways to Give
List of 4 items.
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Name Loyola Blakefield in Your Will
You may indicate the school is to receive a certain sum of money, a particular piece of property, or a percentage of your estate. You may also indicate that the school will benefit if named beneficiaries do not survive you. A bequest to Loyola Blakefield is also deductible for estate tax purposes.
It is not necessary to rewrite your will in order to make a bequest. A simple addition or codicil will suffice. Your legal advisors will know how to proceed. -
Put your IRA to work for Loyola Blakefield
The IRA Charitable Rollover allows those age 70 1/2 or older to transfer up to $100,000 annually from their IRA accounts directly to a charity without having to recognize the distribution as income. -
Make Loyola Blakefield a beneficiary of a Life Insurance Policy
You may own a life insurance policy that was originally purchased to fill a need, which no longer exists. For example, you may have purchased a policy to give financial support to your family in the event that you were unable to provide for them. Your children are now grown with insurance of their own, and the policy you purchased is no longer necessary. Turning such a policy over to Loyola is an excellent way to make a meaningful gift. By doing so, you may be able to claim a tax deduction equal to the policy’s replacement value (essentially the cash surrender value) and any existing premiums to be paid may be deductible as a charitable contribution.
You can also purchase a new policy designating the school as the owner and beneficiary. Since a new policy has no cash surrender value to deduct, the advantage is that the annual premiums paid by you may be deductible. -
Donate Real Estate or other Personal Property
When you give Loyola appreciated property you have held longer than one year, you qualify for a federal income tax charitable deduction, which eliminates capital gains tax. And you no longer have to deal with that property's maintenance costs, property taxes or insurance.
You can deed the property directly to Loyola Blakefield or ask your attorney to add a few sentences in your will or trust agreement.
Meet Our Donors
The Ferdinand Wheeler, S.J. Society
The Ferdinand Wheeler, S.J. Society recognizes those who have made commitments to the school through their estate plans.
We invite you to join with others in building a strong Loyola Blakefield for both today and for tomorrow by becoming a member of the Ferdinand Wheeler, S.J. Society. The only requirement for membership is written notification to the school that a remembrance has been made in a will, trust, annuity, life insurance policy, etc.
Please contact Lisa Kenney Dittmar with any questions, or to let us know if you have already included Loyola Blakefield in your estate plans. All inquiries are held in strict confidence.
Please contact Lisa Kenney Dittmar with any questions, or to let us know if you have already included Loyola Blakefield in your estate plans. All inquiries are held in strict confidence.
James Joyce once said that a Jesuit education taught one 'to arrange things so that they can be grasped and judged.' While true, it is much more than that. A Loyola Blakefield education also teaches students to be ‘Men for Others,’ not only in words but also in deeds.
— THE HONORABLE J. NORRIS BYRNES '56 | WHEELER SOCIETY MEMBER
I decided to become a Wheeler Society member when I realized that the entire economic model of Catholic schools had changed, and Loyola Blakefield really needs the support of its alumni. After doing estate planning, I realized that it is easy to leave a bequest to the school and it would really help advance Blakefield’s mission.
