Bequests

Bequests

One of the most meaningful ways to support Roger Bacon High School is through a gift in your will or estate plan. A bequest allows you to make a lasting impact on future Spartans while retaining full use of your assets during your lifetime.

For many donors, this type of gift offers both flexibility and the opportunity to leave a legacy that reflects their values.

Ways to Structure a Bequest

There are several options to consider when including Roger Bacon High School in your estate plans:

Specific Gift
You may choose to leave a particular asset or a fixed dollar amount. This could include cash, real estate, or personal property.

Percentage Gift
Another option is to designate a percentage of your total estate. This allows your gift to adjust over time based on the value of your estate.

Residual Gift
After all other gifts and expenses have been distributed, you can direct that all or a portion of the remaining estate be given to Roger Bacon High School.

Contingent Gift
You may also name Roger Bacon High School as a backup beneficiary. In this case, the gift would only be made if your primary beneficiary is no longer able to receive it.

Benefits of a Bequest

Bequests are one of the most flexible ways to give:

• They can be updated or changed at any time
• You maintain full control of your assets during your lifetime
• You may designate your gift for a specific purpose or leave it unrestricted
• Bequests may qualify for estate tax benefits, potentially reducing the overall tax burden on your estate

Sample Bequest Language

We recommend working with your attorney to include Roger Bacon High School in your estate plans. The examples below can serve as a starting point.

Specific Gift (Dollar Amount)
“I give to Roger Bacon High School, located in Cincinnati, Ohio, the sum of $_____ to be used for its general purposes.”

Specific Gift (Property)
“I give to Roger Bacon High School the following property: ________, to be used for its general purposes.”

Real Estate Gift
“I give to Roger Bacon High School all of my interest in the real property located at ________, to be used for its general purposes.”

Percentage of Estate
“I give _____% of my estate to Roger Bacon High School, to be used for its general purposes.”

Residual Gift
“I give all (or _____%) of the remaining assets of my estate to Roger Bacon High School, to be used for its general purposes.”

Contingent Gift
“If my primary beneficiary does not survive me, I direct that ________ be given to Roger Bacon High School, to be used for its general purposes.”

Designated (Restricted) Gifts

If you have a specific vision for how your gift should be used, we are happy to work with you to honor your intentions. We encourage you to discuss your goals with us and your attorney so that your gift can be structured accordingly.

To ensure your gift can still make an impact in the future, your attorney may include language that allows flexibility if your original designation becomes impractical over time.

If you would like to learn more about including Roger Bacon High School in your plans, we are here to help guide you through the process.