Fennelly Society

Leave your legacy to Riordan through Planned Giving.
 
Our alumni and parents know the impact that a Riordan education can have on the life of a young man. Your participation in Archbishop Riordan High School’s Fennelly Society will allow you to support the growth and development of the school well into the future. Society members will enjoy the benefits of tailored gift planning information and invitations to exclusive Fennelly Society events.

What is Planned Giving?

Planned giving is the process of donating planned gifts. Commonly granted through wills or trusts, planned gifts, can be cash, property and much more. Some planned gifts provide life-long income to the donors. Other gift plans use estate and tax planning to provide for charity and heirs in ways that maximize the gift and/or minimize its impact on the donor’s estate. A planned gift is any major gift, made in lifetime or at death as part of a donor’s overall financial and/or estate planning.

Why Make a Planned Gift?

Planning your legacy can help you meet your financial and philanthropic goals. There are a variety of ways to structure a gift that can satisfy both your financial and philanthropic goals while providing you and your family with financial benefits. Some benefits of planned giving include income tax relief, reduced estate taxes, and capital gains tax savings. It is important to satisfy your wishes and keep in mind the potential tax and financial benefits.

Why Support Riordan?

Riordan is dedicated to providing an environment that both challenges and nurtures its students during their high school years. The school offers a college preparatory curriculum that respects the integrity of each individual as a unique human being and is committed to admitting students of varying abilities. In order to continue providing deserving students with the assistance they need to attend Riordan, we rely on the generosity of donors in our community.

Types of Planned Gifts

Below are some of the popular options for Planned Gifts; we recommend that you consult your financial planner, estate or tax attorney before taking action.

BEQUESTS

Bequesting a specific amount or percentage of your estate is one of the easiest ways to make a planned gift, allowing you the flexibility of a gift commitment that does not affect your cash flow. Your assets remain in your control and you can modify your gift according to changing circumstances.

IRA/401K

Utilizing your IRA, 401(k) or other qualified retirement plans, you can continue to take regular lifetime withdraws and maintain flexibility to change beneficiaries if your needs change during your lifetime.
 

CHARITABLE REMAINDER TRUST

A charitable remainder trust is an irrevocable trust in which you transfer cash or property to a trustee and in return you or other individuals named as income beneficiaries receive income from the trust for life or a specified term of years not to exceed 20 years. When the trust terminates, the corpus is distributed to the charities named as the charitable remainder beneficiaries.

CHARITABLE LEAD TRUST

A charitable lead trust is a trust arrangement that pays current annual income to Riordan for a specified period of years, with the trust principal reverting to you or your family when the trust ends. This allows for assets to pass on to your family with reduced or possibly no exposure to gift or estate tax.

REAL ESTATE

Real estate is the second most common type of noncash gift. This gift can relieve you from capital gains tax and provide you with a charitable income tax deduction equal to the current fair market value of the property.

STOCK

Appreciated stock - publicly traded or closely held - represents the most common type of noncash gift.

CHARITABLE GIFT ANNUITY

A charitable gift annuity is a simple contract between you and Riordan whereby you make an irrevocable transfer of cash or property to Riordan. In return for the contributed property, Riordan agrees to pay a fixed amount of money each year for your lifetime.
 

Archbishop Riordan High School Tax ID number: 94-1156677

Address:
175 Frida Kahlo Way
San Francisco, CA 94112

Ed Fennelly

A Riordan Legend:
Ed Fennelly

Riordan’s planned giving society honors the memory of Ed Fennelly, a man who demonstrated exceptional vision, organization, and dedication throughout his 40 years of service at the school. Fennelly joined the faculty at Riordan upon its opening in 1949 and influenced the lives of hundreds of students, athletes, and fellow educators and coaches. Read More

There is a great need to raise money for current initiatives and increase the endowment, whether that is through a bequest in a will or living trust, or through a life income gift. In the end, planned gifts are going to secure the future for our boys and the school.

Hon. Jeff Holl '72

More Information

Karin Haskell

Karin Haskell

Titles: Director of Special Events and Planned Giving
Email:
Phone Numbers:
School: 415-586-8200 ext. 232