Charitable Gift Annuities

Turn Your Generosity Into Lifetime Income

When you are looking for ways to make a difference for our students and Roger Bacon High School, you shouldn't feel like you are choosing between your philanthropic goals and financial security. One gift that allows you to support Roger Bacon’s commitment to Franciscan education while receiving fixed payments for life is a charitable gift annuity.

Not only does this gift provide you with regular payments and allow us to further our mission, but when you create a charitable gift annuity with Roger Bacon you can receive a variety of tax benefits, including a federal income tax charitable deduction.

Delay Your Payments

If you are younger than 60 or don't need your payments immediately, you can set up a deferred gift annuity. This allows you to delay receiving payments until a later date—such as when you reach retirement.

Next Steps

  1. Contact the Office of Advancement at 513.641.1313 or plannedgiving@rogerbacon.org for additional information on bequests or to chat more about the different options for including Roger Bacon High School in your will or estate plan.
  2. Seek the advice of your financial or legal advisor.
  3. If you include Roger Bacon High School in your plans, please use our legal name and Federal Tax ID.

Legal Name: Roger Bacon High School
Address: 4320 Vine Street, Cincinnati Ohio 45217
Federal Tax ID Number: 31-0536691

The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results.