Giving

Planned Giving

LEAVE A LASTING LEGACY
“Indeed someone may say, ‘You have faith and I have works.’ Demonstrate your faith to me without works, and I will demonstrate my faith to you from my works.”

– James 2:18 

Planned gifts ensure a strong foundation for generations to come.

Planned giving is a powerful way to make a lasting impact on Bishop Hartley High School, ensuring our mission of academic excellence and faith formation endures for generations to come. It involves charitable donations that are arranged during a person's lifetime, but whose benefits may not be realized until a future date—often through a will, trust, or other deferred gift arrangement.

Planned giving offers flexibility and potential tax benefits, allowing you to make a more significant contribution than you might think possible. It's a thoughtful way to balance your financial goals and philanthropic aspirations, while leaving a lasting legacy in the lives of Bishop Hartley students. By joining the St. James the Greater Legacy Society, you will help secure a vibrant future for our school and the students we serve. 

Make a direct impact on Bishop Hartley:
  • Enhance educational programs and resources
  • Provide scholarships for deserving students
  • Support faculty development and retention
  • Maintain and improve our facilities

Secure the Future of Bishop Hartley

To learn more about planned giving options and how your generosity can impact future generations, please contact Heather Rush at hrush@cdeducation.org.

Create Your Unique Legacy Today

List of 6 items.

  • Bequests

    Designate Bishop Hartley as a beneficiary in your will or trust, leaving a specific amount, percentage, or asset to support the school’s mission.
  • Charitable Gift Annuities

    Provide financial support to Hartley while receiving fixed lifetime payments. A portion of the gift may be tax-deductible.
  • Charitable Remainder Trusts

    Establish a trust that provides income to you or loved ones for life, with the remainder supporting Hartley’s future.
  • Life Insurance Policies

    Transfer ownership of a policy or name Hartley as a beneficiary, turning a policy into a meaningful legacy gift.
  • Real Estate & Other Assets

    Donate property, securities, or other appreciated assets, which may provide tax benefits while supporting Hartley’s students.
  • Retirement Plan Assets

    Name Bishop Hartley as a beneficiary of your IRA, 401(k), or pension plan to maximize giving and reduce estate taxes.
Recognizing Your Commitment 
The St. James the Greater Legacy Society honors those who have included Bishop Hartley High School in their estate plans, ensuring the school’s mission continues for future generations. Members of the Society receive special recognition in school publications, invitations to exclusive and community events, and the satisfaction of knowing their generosity will provide scholarships, enhance programs, and sustain Hartley’s tradition of excellence. By joining the St. James the Greater Legacy Society, named after the school’s patron saint and honoring Bishop James Hartley, donors leave a legacy of faith, opportunity, and impact for years to come. 
“My father believed deeply in the mission of Bishop Hartley High School, and his decision to include Hartley in his estate was a reflection of his gratitude and faith. Our family is proud of the legacy he left, knowing that his generosity will continue to impact young lives for years to come.”

– Paul Coleman, III, son of Paul Coleman, Jr., Class of 1961
“I was blessed and privileged to go to Bishop Hartley. I had kind schoolmates, very good teachers, and a supportive guidance counselor. I was so fortunate to have all of these adults, especially Father Don Franks, as part of my high school experience. Future students should have the opportunity to attend Hartley, as I did. That is why I give.”

– Julie Sramcik, Class of 1987
“Bishop Hartley has played a significant role in my family’s life, providing each of my children with a strong education rooted in faith, character, and service. Including Hartley in my estate plan is my way of giving back and ensuring future students have the same opportunities to grow and succeed.” 

– Larry R. Woerner, father of four graduates in the 70s and 80s