Consolidated Appropriations Act 2023 (CAA) and Your Support

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Charitable gift planning affords you opportunities to have an outsized impact on the causes that matter most to you with the possibility of reducing or eliminating current and future tax liabilities, creating income for you or your loved ones, and preserving wealth for future generations of your family.

Recent and pending changes to the tax code (Tax Cut and Jobs Act, CARES Act, CAA, and BBB) contain provisions incentivizing you to plan how, what, and when you give to charity. If you have recently experienced or are anticipating changes in your personal life or business, we encourage you to partner with us to ensure you're taking full advantage of these incentives.

Regina Dominican's Office of Institutional Advancement is a ready resource for you and your advisors. We welcome you to have a confidential, no-obligation conversation to align your personal financial situation with your philanthropic goals.

How Will You Leave Your Legacy?

A legacy gift enables you to support Regina Dominican, secures the financial needs of your loved ones, and provides you with tax benefits. Legacy gifts of all sizes combine to help us meet our current goals and reach further into the future.

By including Regina Dominican in your will or trust, naming the school as a beneficiary of all or part of a life insurance policy, or taking advantage of other giving opportunities, you can preserve your assets now and support Regina Dominican for years to come. Your gift will have a real, lasting impact.

Let us help you make the gift that's right for you. Request a confidential, no-obligation conversation to get started.

Get in Touch with Us

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Dominican Heritage Society

When you make a gift to Regina Dominican from your will or trust, you'll be welcomed into Dominican Heritage Society and join other supporters and friends of our important mission. Is Regina Dominican already in your plans? Please let us know so we can properly thank you and make sure your gift will be used as you've intended.

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If you've already included RDHS in your plans, please let us know so we can properly thank you and make sure your gift will be used as you've intended.

How to Give

Not only do you have options for how your gift will be used, you also have options on what to give and how to give. There are gifts that cost you nothing now, gifts that pay you income, and gifts that allow you to decide what happens when.

Gifts From Your Will
General Bequest

Through a provision in your written and executed will, you can make a gift in the form of cash, securities, real estate or personal property. There are many types of bequests. Choose the one that best fits your needs and intentions.

Beneficiary Gifts
Retirement Accounts

Naming Regina Dominican as the beneficiary of a qualified retirement plan asset such as a 401(k), 403(b), IRA, Keogh, profit-sharing pension plan or other donor-advised funds, will accomplish a charitable goal while realizing significant tax savings.

Gifts of Stock
Appreciated Stock

When you donate appreciated stocks, bonds, or mutual fund shares instead of cash, you'll receive charitable deductions at full, fair market value while reducing capital gains impact.

Charitable IRA Rollover
Charitable IRA Rollover

If you're 70 ½ or older, you can make a gift directly from your IRA to RDHS . While there is no charitable deduction for a rollover gift, you do avoid the income tax on the donated portion of your required minimum distribution.

Donor Advised Funds
Beneficiary Designation and Grants

Designate RDHS as a beneficiary to receive all or a portion of the balance of your Donor Advised Fund (DAF) through your fund administrator. You also can make a grant to us at any time from your donor-advised fund.

Gifts of Life Insurance
Beneficiary Designation and Paid-Up Policies

Name Regina Dominican as the beneficiary of an existing life insurance policy; donate an existing, paid-up life insurance policy you no longer need; or purchase a new life insurance policy and name Regina Dominican as the owner and beneficiary.

Meet Our Donors

Cathy and Bob Cerone

Cathy and Bob Cerone

"This method of contribution to Regina Dominican enables us to maximize our giving potential and ensure that the students and the school receive the greatest benefit possible."--Bob Cerone
When it came time for Cathy '71 and Bob Cerone to send their daughter Lizzie '03 to high school, the only choice was Regina Dominican. They credit Regina Dominican for shaping their daughter into an intelligent, strong, and confident young woman. The Cerones feel this wonderful school is a unique place in which "girls are able to embrace who they truly are and become unapologetically themselves." Cathy still proudly bleeds black and white, so it's no wonder her daughter became just as passionate about Regina. While attending, Lizzie was Co-captain of the Cross Country team and active in the Athletic Association and Arts Society. In the 2003 yearbook, Lizzie was quoted as saying that she loves motivating a team. That desire to cheer people on to do their best is fitting for her career choice: today, she is using those leadership skills as a human resources professional in Sacramento, California. The Cerones say they've seen firsthand how Regina positively impacts not just its students, but also students' families and communities. They agree it's a special place where lifelong friendships and a solid foundation of faith are formed. And it's why the family has supported Regina for 25 years, and will continue to support the school through a planned gift. "It is so important for Regina to continue its legacy through legacy giving."
Elizabeth Betsy Finzer

Elizabeth "Betsy" Finzer

"This method of contribution to Regina Dominican enables us to maximize our giving potential and ensure that the students and the school receive the greatest benefit possible."
Joanie Reynolds

Joanie '72 and Bob Reynolds

"My four years at Regina Dominican left me with a strong foundation, lifelong friendships, fond memories, and a profound sense of gratitude to the community that gave me so much. More recently, Bob and I have seen how our two daughters have benefitted from the education, guidance, and opportunities that are the hallmarks of a Regina Dominican education. Over the course of my life, these bonds to Regina Dominican have only deepened. By supporting Regina, Bob and I have committed to helping young women today become global leaders tomorrow. It is our hope that though our support and the support of others, we will ensure the future success of Regina Dominican."

Contact Us

Use the Form Below to Get In Touch with One of Our Planned Giving Officers.

Let us know how we can help you include Regina Dominican in your estate plans. Discussing your charitable intentions with us can lead to a much better result than going it alone - and will ensure that your gift is used just as you wish.

Contact Us

Joan Mulvihill '77 Kitchie
Vice President of Advancement
847-256-7660 ext. 224

About Planning

For those interested in learning more about financial planning, we suggest this book.

What Your Money Means (and How to Use it Well)
Frank J. Hanna