Planned Giving
"Do now what you wish to have done when your moment comes."
St. Angela Merici
Planned Giving is Impactful
Making a planned gift to Ursuline Academy offers lasting benefits for you and future generations of Ursuline students. By including Ursuline in your estate plans, you ensure that our mission of academic excellence, faith, and service continues for years to come—while also enjoying potential tax advantages and financial benefits.
Create Your Legacy with Ursuline:
- Bequests – Name Ursuline Academy in your will or trust for a specific amount, percentage, or residual estate.
- Retirement Assets – Designate Ursuline as a beneficiary of your IRA, 401(k), or pension plan.
- Life Insurance – Name Ursuline as a beneficiary or transfer ownership of an existing policy.
- Charitable Gift Annuities & Trusts – Provide lifetime income for you or your loved ones while supporting Ursuline.
- Real Estate & Appreciated Assets – Donate property or securities to benefit Ursuline and receive tax advantages.
Tax Benefits of Giving from an IRA
Beginning at age 70½, you can make a tax-free gift to Ursuline Academy directly from your IRA. Required Minimum Distributions (RMDs) must begin at age 73, and donating all or a portion of your RMD can reduce your taxable income while supporting Ursuline’s mission. Consult with your financial advisor to explore this giving opportunity.
Laurel Legacy Guild
Your Legacy, Our Future
For nearly 300 years, Ursuline Academy of New Orleans has been a cornerstone of faith-based education, empowering young women through academic excellence, service, and leadership. As the oldest school for girls and the oldest continuously operating Catholic school in the United States, Ursuline's legacy is steeped in the traditions of courtesy, loyalty and courage; serves as a leader in academic excellence and innovation; and, prepares confident and compassionate leaders for a diverse global society.
Your Support Ensures:
- Excellence in Education – Providing resources for academic programs, faculty development, and state-of-the-art learning environments.
- Access & Opportunity – Offering financial assistance to deserving students, ensuring that an Ursuline education remains accessible to all.
- Faith & Service – Upholding the Ursuline commitment to Serviam—"I will serve"—instilling a lifelong dedication to faith and community service.
Planned gifts help fund scholarships, enhance academic programs, support faculty excellence, and preserve our historic campus, allowing Ursuline to uphold its nearly 300-year tradition of faith-based education.
Join the Laurel Legacy Guild Today
Become a member. It’s as simple as letting us know of your intent to include Ursuline in your planned giving. We welcome the opportunity to discuss your giving options and help you create a lasting legacy for Ursuline.
For more information, contact development@uanola.org.