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Planned Giving

Planned Giving


Will and Estate Planning

One of the most common ways of making a planned gift is by including the Institute of the Blessed Virgin Mary Loretto Sisters in your will. This is a meaningful way to ensure that the sisters will continue their mission and will be cared for in their retirement.

Your financial advisor and/or attorney will be able to phrase your intentions properly.  All we ask is that our full legal name:  The Institute of the Blessed Virgin Mary, be used in the legal document.  We are listed in The Kennedy Catholic Directory.  Our Federal Tax ID is:  36-9179797. 

If you have questions or would like more information, please contact the IBVM Office of Development by email:  development@ibvm.us or 630-682-9097.

Gifts of Stock, Donations from an IRA or Donor Advised Fund

Appreciated securities, whether stocks or bonds, provide the same benefit as a cash gift.  A Donor Advised Fund is also a way to make a donation and receive the full benefit of a charitable tax deduction. Please talk to your financial advisor for more information and advice when making this type of donation.  Our office will provide our brokerage information to you, upon request.

Please contact the IBVM Office of Development by phone:  630-682-9097 and ask for Anne Delaney, Director of Development.

Contact


Anne Delaney
Development Director
630.682.9097   EMAIL

IBVM Office of Development   PO Box 508   Wheaton, IL 60187  630.682.9097
The Institute of the Blessed Virgin Mary is a 501(c)3 organization and all contributions are tax deductible to the full extent of the law.