Founders’ Circle/ Planned Giving

 

Founders’ Circle / Planned Giving

 

If you value the education that Alverno provides for young women and men and would like to help secure its future, please consider becoming a member of the Alverno Founders’ Circle by making a planned gift.

Types of Planned Gifts

Bequests in Wills and Living Trusts

Gifts of Retirement Assets

Gifts of Life Insurance

Members of the Alverno Founders’ Circle 

Anita Eberlen Cruver ’69

Julia V. Fanara, Head of School, P ’01, ’03, and ’05

Debra Lasham Schweiner ’73

Robin McCarthy P ’05

Sarah O’Gara ’64

Learn more about the Founders’ Circle from inaugural member, Anita Eberlen Cruver ’69, in this VIDEO

A planned gift is an individual decision and Alverno Heights Academy asks you to consult with an independent advisor regarding the best way to structure a planned gift. Laws related to estates, planned giving, and tax consequences are subject to change. A professional advisor will know tax and legal regulations that can impact your planned gift.

For further information regarding Planned Giving, please contact Wendy Finch-Burk in the Advancement Office at wfinch@alvernoheights.org.   

 
Alverno Heights Academy is a registered 501(c)(3) non-profit organization.  

Our legal name is Mt. Alverno High School. Our Tax ID is #95-3331866.

 

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