Your St. Philip & St. Augustine Catholic Academy Legacy

Making a gift for the benefit of our school after you are goine is a wonderful way to create a lasting legacy and ensure that the educational opportunities our children have received will be there for generations to come.

For more information or to answer questions about a possible gift, please phone or email Dianne Brungardt at 214.381.4973, [email protected].

St. Philip & St. Augustine Catholic Academy has established a permanent endowment fund at The Catholic Foundation that is uniquely ours.  This endowment fund will provide annual support for our programs, facilities, and operating expenses.  You can specify that your gift is added to our endowment or for a specific need at the school.


Easy Planning Options
Bequest from your Will or Living Trust - You can easily make a charitable gift of a specific dollar amount, percentage of your estate/trust, a certain asset, or make the St. Philip & St. Augustine School Endowment Fund a "residual beneficiary".  In addition to a very generous charitable gift, your trust or estate receives an estate tax deduction as well.  Click here for more information on bequests and specific wording options that may be appropriate for your will or trust.

Beneficiary Designation from a Retirement Plan - By designating the St. Philip & St. Augustine School Endowment Fund as a beneficiary of your IRA or retirement plan, you support important work and avoid both estate and income tax.  All that is required is to name "The Catholic Foundation for the benefit of the St. Philip & St. Augustine School Endowment Fund" as beneficiary for a portion or all of your IRA or qualified retirement plan.

Charitable Gift of a Life Insurance Policy - You can assign whole life insurance policies and name "The Catholic Foundation for the benefit of the St. Philip & St. Augustine Catholic School Endowment Fund" as beneficiary.  In return for your generosity, in most cases you receive a tax deduction for the premiums you have paid on the policy.

If you need more advanced information about planned giving, we have partnered with The Catholic Foundation which can provide you with the most up-to-date ways of fulfilling your charitable intentions.  Click here to access The Catholic Foundation website or call 972.661.9792.