GIVING Methods and Identification

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- Giving
  - GIVING Methods and Identification
  - Lourdes Fund Annual Appeal
  - Lourdes Academy Foundation
  - Our Lady of Lourdes Legacy Society
  - Our Lady's Wish List
  - Capital Campaigns
    
    one by One Campaign
  - Annual Fundraising Events
    
    Lourdes Gala
    Trivia Knight
    'Tee It Up For Kids' Golf Outing
  - Donate Now
    
    Lourdes Fund Annual Appeal
    Lourdes Academy Foundation
for more information
- Karen Boehm
  
  Director of Advancement
  
  (920) 426-3626 ext. 546
  kboehmlourdes.today

GIVING Methods
- Gifts of cash, checks, stock, bonds, or property
- Qualified Charitable Distribution (QCD) at age 70.5 and Required Minimum Distribution (RMD) at age 73 from most retirement savings accounts
- Estate gifts through wills, trusts, charitable gift annuities, remainder trusts, life insurance policies and securities among others for membership in Our Lady of Lourdes Legacy Society
Contact your legal/financial advisor for guidelines and tax advantages.
GIVING Identification
- Unrestricted: Use of such gifts is determined by Lourdes Academy and can be directed to either of the following funds:
1. Lourdes Fund (Annual Appeal)
2. Lourdes Foundation Fund (Unrestricted General Operations)
- Restricted: Use of such gifts is purpose-specified by the donor.
- Honorariums and Memorials: All giving may be identified in honor of your loved ones through the Honorariums and Memorials chart at Donate Now.
How to Donate Stock
This form is not accepting responses at this time.
- Thank you for considering a gift of stock to Lourdes Academy.
  Donating appreciated stock benefits Lourdes Academy by supporting our mission, and benefits the donor by providing tax advantages. The following information is designed to facilitate the stock donation process.
- Date REQUIRED Please fill out this field. Please enter valid data.
- Donor Name REQUIRED Please fill out this field. Please enter valid data.
- Donor Email REQUIRED Please fill out this field. Please enter valid data.
- Donor Phone Number REQUIRED Please fill out this field. Please enter valid data.
- Donor Address REQUIRED Please fill out this field.
- Name of Stock(s) (if known) REQUIRED Please fill out this field. Please enter valid data.
- Number of Shares (in order of stocks) Please enter valid data.
- Approximate Value of Shares (If known in order of stocks) Please enter valid data.
- Brokerage Name REQUIRED Please fill out this field. Please enter valid data.
- Broker's Name REQUIRED Please fill out this field. Please enter valid data.
- Broker's Email REQUIRED Please fill out this field. Please enter valid data.
- Broker's Phone Number REQUIRED Please fill out this field. Please enter valid data.
- Purpose of Gift (Lourdes Fund, UKnighted Campaign, Endowment, Other Specific Donation) REQUIRED Please fill out this field. Please enter valid data.
- If the stock is held in “street name” at your brokerage firm, shares can be transferred electronically to Lourdes Academy or the Lourdes Academy Foundation. Lourdes Academy works through Carl M. Hennig, Inc. Provide your broker with the following:
  1. Receiving firm: RBC Capital Markets, LLC (Carl M. Hennig's Clearing House)
  2. DTC # of RBC Capital Markets: #0235
  3. Account titles:
  * Lourdes Academy of Oshkosh, Wisconsin, Inc. - #819-03979
  * Lourdes Academy Foundation, Inc. - #819-03980
  4. The final information will be sent in an auto-response email.
  For questions regarding stock donations, please contact Karen Boehm, Director of Advancement, at 920-426-3626, ext. 546 or [email protected].
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