571 New London Road   Hamilton, Ohio 45013   Office: 513-863-3993   FAX:513-785-2844

Endowed Gifts

Invest in Our Future


You have the power to help safeguard the future of Badin High School and Catholic education in our region. How? By making an endowed gift. Your gift is an investment in our future, helping us grow and thrive for years to come.

Check Out this Potential Scenario
Longtime supporters Jack and Martha want to make sure Badin continues to flourish long after they’re gone. They also want to memorialize Jack’s parents, Mr. and Mrs. Smith. They make a $25,000 gift to Badin, which we invest. Each year, a portion of the income from the invested money will be used to support our mission and honor the Smiths. The rest of the income is reinvested in the fund; that’s what allows it to support us indefinitely. Martha and Jack get a federal income tax charitable deduction on their taxes because they made a lump-sum gift.

Learn How to Fund It
You can use the following assets to fund a charitable remainder trust:

  • Cash
  • Securities
  • Closely Held Stock
  • Real Estate
     

Next Steps

  • Contact Kelli Verdin Kurtz at 513-863-3993 or kkurtz@BadinHS.org to discuss using a donor advised fund to support Badin’s mission.
  • Talk to your financial or legal advisor.
  • If you include Badin in your estate plans, please use our legal name and Federal Tax ID:
    Legal Name: Stephen T. Badin High School
    Address: 571 New London Road, Hamilton, OH 45013
    Federal Tax ID Number: 31-0537113

The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results.