Endowment Gifts

Endowment Gifts

An endowment gift allows you to create a lasting source of support for Roger Bacon High School. By establishing an endowment, your generosity continues to make an impact year after year.

An endowment is designed to provide ongoing funding, with earnings supporting the areas you care about most—both now and in the future.

How It Works

Endowment gifts are built to create long-term sustainability:

1. Make an Initial Gift
   You establish an endowment with a contribution during your lifetime or through your estate.
2. Invest for Growth
   The funds are invested to generate long-term returns.
3. Provide Ongoing Support
   Each year, a portion of the earnings is distributed to support the purpose you’ve designated.
4. Grow Over Time
   You may continue adding to your endowment, increasing its impact for future generations.

Key Benefits

An endowment gift offers both immediate and long-term advantages:

• Create a lasting legacy that supports Roger Bacon annually
• See the impact of your gift during your lifetime (if established now)
• Receive a charitable income tax deduction for your contribution
• Potentially avoid capital gains taxes when donating appreciated assets
• Direct your support toward a specific program or leave it unrestricted

Tailored to Your Vision

When you establish an endowment, you’ll work with Roger Bacon High School to define how your gift will be used. This is typically outlined in an agreement that ensures your intentions are honored over time.

Endowment funds are managed with a focus on long-term growth and stability, allowing for consistent annual distributions while preserving the fund’s value.

A Gift That Lasts Forever

Endowments are one of the most powerful ways to make a lasting difference. Your gift continues to provide support year after year, helping sustain the mission of Roger Bacon High School for generations of students.