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Planned Giving

Ensuring the well-being of every Lion to come.

Let your impact be felt for generations to come. You can guarantee every student that walks our halls receives the same transformative high school experience you did by making a planned gift. This is your chance to touch countless lives and create endless opportunities. 

Planned giving is more than a gift - it is a lasting investment in the future of Cardinal O'Hara High School. By including O'Hara in your plans, you help ensure that generations of young men and women will continue to experience a Catholic education grounded in faith, pride, excellence, and tradition. It is a way to leave a legacy that reaches far beyond today and helps shape the lives of students for years to come.

- President Mike Connor '85, P '13, '15, '26

Contact the Development Department

John Spurlock

Director of Institutional Advancement
School: 610-544-3800 ext. 1881

Bequests

Leaving a bequest in your will allows you to leave a specific dollar amount or percentage of your assets to our school without affecting your current financial state. This is a great way to maintain full control over your assets while protecting your money from large tax amounts. Your participation ensures your assets directly impact our mission. Inform us of your intent to name COHS as a beneficiary by completing the bequest disclosure form.

401K and IRA Designations

Naming COHS as a beneficiary of a retirement account or life insurance policy allows your gift to be put to use immediately without affecting current cash flow or altering your estate planning. Designating tax-deferred IRA's or 401k's allows every cent of your hard earned money be put to use. Your gift can initiate real change within our building.

IRA Charitable Rollover

Rollovers allow you to make a tax-free gift through personal IRA accounts. Individuals are able to transfer money directly without the amount counting towards taxable income. For certain individuals above specific age markers, these transfers can also count toward your required minimum distribution. Maximize your tax savings and avoid higher tax brackets by changing the lives of our students.

Charitable Gift Annuities

Through a standard contract, you can turn underwhelming assets into guaranteed income. By making a transfer of cash, stock, or assets, we'll commit to paying you a fixed income for life. Payout rates are established up front and can be personalized to your age bracket. CGA's allow you to immediately qualify for a federal income tax deduction while a portion of your payouts continue to be completely tax free.

You have the power to shape generations of Lions to come. Inform us of your interest in planned giving today!