Jump to: MAKE A SECURE ONLINE GIFT

In an effort to keep quality, Catholic education as affordable as possible, the actual expense of educating each child is covered by a combination of tuition and fees, proceeds from the annual fundraiser, Interlude, and the annual fund campaign. To ensure the continuation of excellence that marks Ursuline Campus Schools, including Sacred Heart Academy, Sacred Heart Model School, Ursuline Child Development Center, Ursuline Montessori School, and Ursuline School for the Performing Arts, it is important for families to support their child's school in all three ways.

Annual Fund – The annual fund drive helps cover the operating expenses at each of the five schools. Annual gifts benefit every current student by providing instructional resources, helping keep student-to-teacher ratios low, and for some schools it helps provide tuition assistance for students in need. The money raised for each school is spent on that school, within the school year it is raised.

Interlude – This campus-wide fundraiser is held every September in conjunction with the Ursuline Campus Art Fair. Proceeds from the dinner, auction, and raffle directly benefit the five Campus schools. Interlude is the only major fundraising event that families are asked to support.

Capital Campaign – Annual Fund and Interlude income supports the annual operating expenses of our five campus schools but does not fund long-term facility needs, such as construction or renovation of buildings. Occasionally, the UCS trustees identify essential facility needs, and all campus schools’ parents, alumni and their parents, grandparents, faculty/staff, and the trustees are asked to make major gifts and pledges toward meeting these goals.

Endowment/Planned Giving – Endowments create institutional strength and provide long-term financial stability. Endowments to UCS or one of its five campus schools may be specific to the wishes of the donor or to the specific needs of the campus or one of its schools. These gifts may expand academic programs and/or update physical features of the school and its facilities.

St. Angela Merici Circle
Our Future Begins with You

If you are like many of our friends, you may be considering making a financial gift in support of Ursuline Campus Schools (UCS) or directing a gift to one of its five schools: Sacred Heart Academy, Sacred Heart Model School, Ursuline Child Development Center, Ursuline Montessori School, and Ursuline School for the Performing Arts; however, you may be unsure as to the type of contribution that would be most beneficial to you, your family, and your chosen benefactor. There are many charitable gift options available today that serve to fulfill charitable wishes while providing you and your loved ones with economic security. We are grateful to our generous friends for ensuring our future by including UCS or one of its five schools as part of their planned giving.

Below are some of the charitable gift options you may wish to consider. Please consult your personal financial advisor or attorney when considering your planned giving.

• Cash, Stock, Real Property - Gifts of cash, stocks, and real property provide varying tax deductions for the donor. Certain factors must be addressed prior to a charitable organization accepting real estate or personal property.
• Gift by Will or Revocable Living Trust - A planned gift through a will allows you to make a donation in a fixed financial amount, property, percentage of estate, etc. For sample language, click here.
• Charitable Remainder Annuity Trust - This type of planned giving is an irrevocable trust that features income based on the value of the property donated.
• Gift Annuity Agreement - A gift to a charitable organization can be made, while the giver receives a fixed annual payment for life.
• Life Estate Agreement - Under this arrangement, the title to a residence is transferred to the charitable organization while the donor retains the right to live in and enjoy the property for life.
• Charitable Lead Trust - This arrangement provides income to a charitable organization for a designated period of time.
• Life Insurance or Retirement Accounts - Under this arrangement, accounts can be made wholly or partially payable to charity upon death, while retaining full lifetime control. Making retirement accounts payable to charity upon death may result in both income tax and estate tax savings.

If you would like to discuss your charitable gift plans, or if you have any questions about the proper designation provision to be included in your will or trust documents, contact Leslie Harmata, Executive Director of Development, at lharmata@ucschools.com or click here for a planned giving information form.

If you have already designated Ursuline Campus Schools or one of its five schools as a benefactor and would like to inform UCS or the named school of the specific bequest, please click here for a bequest commitment form.

Please return completed forms to:
Development Office
Ursuline Campus Schools
3105 Lexington Rd.
Louisville, KY 40206
phone: (502) 896-8681 fax: (502) 895-0989