How to Give
St. Gregory Legacy Society
"For where your treasure is, there your heart will be also." Luke 12:34
The St. Gregory Legacy Society was established to remember and honor those who have made The Athenaeum of Ohio/Mount St. Mary's Seminary a beneficiary of their estate plans, either through a bequest, life insurance policy, charitable annuity or trust, or a gift of real estate or other property. The St. Gregory Legacy Society now has 340 members dedicated to keeping our Catholic faith alive and vibrant.
The St. Gregory Legacy Society allows you to change the lives of people you may never meet, by serving as the instrument to provide the future means to educate people to serve our Church and to spread our Catholic faith.
Your gift to the Athenaeum's endowment will benefit the Catholic faith forever.
We invite you to prayerfully consider establishing a bequest or planned gift. Your gift allows you to make a statement of support during your lifetime and create a legacy benefitting countless generations to come.
When Bishop Edward D. Fenwick founded The Athenaeum of Ohio in 1829 to form local priests to serve the local Church, he could not have envisioned the legacy he would leave—an institution destined to train thousands of priests, deacons, high school and college students, teachers and lay ministers.
To ensure that the Athenaeum can continue to provide the education and training needs of our Catholic community, we need a strong endowment—a permanent source of funding to sustain the ongoing training and formation of priests, deacons and lay ministers.
There is no minimum gift amount required from your estate, only a firm belief in the mission of The Athenaeum. Even a small sum will have a big impact over time.
Your charitable gift may also benefit you and your family by providing an income tax deduction, helping you to avoid capital gains, reducing your estate taxes or providing a steady stream of annual income.
Contact your financial advisor or Kyle Isaack at 513.233.6161 or KIsaack@athenaeum.edu to join the St. Gregory Legacy Society or to further explore charitable gift options.
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. Annuities are subject to regulation by the State of California. Payments under this agreement, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.