Donating stock or appreciated securities to Mount Notre Dame High School is a smart way to make a planned gift while potentially benefiting from tax advantages. By contributing these assets, you can avoid capital gains taxes and receive a charitable deduction for the full market value of the securities at the time of the donation. This approach allows you to support our mission while making a significant impact on the future of our students.

Making a planned gift through your retirement plans, such as an IRA or 401(k), is a powerful way to support Mount Notre Dame High School. By naming the school as a beneficiary of your retirement account, you can ensure that your hard-earned savings continue to impact future generations. This method allows you to avoid income taxes on the distribution while providing a significant gift to our mission. For more information on how to designate Mount Notre Dame as a beneficiary, please contact Director of Development, Maria Miller.

A qualified charitable distribution (QCD) allows individuals who are 70½ years old or older to donate up to $108,000 total to one or more charities directly from a taxable IRA instead of taking their required minimum distributions. As a result, donors may avoid being pushed into higher income tax brackets and prevent phaseouts of other tax deductions, though there are some other limitations.