The Siena Catholic Schools Advancement Team is ready to work with you to fashion the most beneficial means for making your gift in support of the System. Gifts to Siena Catholic Schools are income tax deductible to the full extent allowable by law.
There are many ways to make your gift to Siena Catholic Schools:
If you prefer to make your gift by mail, you may send your check, money order, or credit card authorization to the address below. Please do not send cash. Checks and money orders may be made payable to Siena Catholic Schools of Racine.
Our address is:
Siena Catholic Schools of Racine
245 Main Street, Suite L-2
Racine, WI 53402
If you wish to designate your gift to any one of the Siena Schools, to the “Our Time Is Now” Campaign, or to the St. Catherine’s High School Foundation, please indicate this in an accompanying letter or on the memo line of the check.
Call us at 262-833-5511 to charge your gift to your credit card any weekday from 8:00 a.m. to 4:00 p.m. Central time.
Gifts of stock or other securities can be a very advantageous way to express your support of Siena Catholic Schools. Here is the information:
Brokerage Firm: Baird
Account Name: St. Catherine’s High School (Note: this account handles stock gifts to all Siena Catholic Schools and to the Siena headquarters.
DTC Number: 0547
Account Number: 4224
Our representative is Kay Shalbrack: 262-631-5013
The Securities (stock) being donated must have been held by the donor for at least one year and must have appreciated in value. Before transferring securities please call the Development Office at 262-833-5511 to inform us the gift is forthcoming.
Closely Held, or Privately Held Stock
Owners of closely held companies may also find significant benefits in gifting shares of stock in their company to Siena Catholic Schools of Racine, which is a public charity. Special rules apply for gifts of this kind. Please contact us for details.
A gift through your will to Siena Catholic Schools can be in three forms:
- a specific dollar amount or specific thing, such as retirement account or real property (home, land, etc.);
- a percentage of your estate; or,
- the remainder of your estate after other bequests have been made.
When making a bequest to us in your will, the following language may be used:
“I hereby give ( _____ dollars) (_____ percent of my estate) (a specific asset) or (the remainder of my estate) to Siena Catholic Schools of Racine, a Wisconsin not-for-profit corporation, for its general purposes.”
Contact us for more information on including a bequest to Siena Catholic Schools in your will or estate plan.
Donor Advised Funds
Siena Catholic Schools gratefully accepts gifts from all Donor Advised Funds. Simply contact your Fund manager for recommendation details.
Individual Retirement Accounts (IRA)
Donors age 70 ½ and older to transfer up to $100,000 a year directly to a qualified charity, free of federal income tax. The IRA Charitable Rollover is not included in the donor’s adjusted gross income, and counts towards the taxpayer’s required minimum distribution for the year. To count for the calendar year, this transfer must be completed by December 31.
To make an IRA charitable roll-over gift in support of Siena Catholic Schools of Racine, contact your IRA plan administrator and request a direct Qualified Charitable Distribution be made from your IRA account to Siena Catholic Schools, a 501(c)3 organization. Call us at 262-833-5511 with any questions.
Other Gift Options
The Development Staff at Siena Catholic Schools would be pleased to meet with you and your advisors to discuss a gift from a Charitable Trust or other gift options that meet your needs. Please contact us to arrange a meeting, 262-833-5511.
Siena Catholic Schools of Racine received a grant to fund start-up operations in January 2018 from The Catholic Community Foundation. We are most grateful.
Siena Catholic Schools of Racine received a grant to fund start-up operations in September 2017 from the Faith in Our Future Trust. We are most grateful.
System leadership in collaboration will develop details on specific policies, practices and events for fundraising with Principals and Parish leadership in 2017/18. However, we are appreciative of and want to encourage the generosity displayed so often by parishioners in the past. We know from our benchmarking work other systems coordinate major fundraising activities on a system-wide basis (e.g. Scrip, major fund-raising events, building campaigns) and encourage school-level events as a means of providing funds for special school activities (e.g. graduation and field trips, patron saint celebrations, athletic teams, etc.). At this time, parishes should continue all planned fund raising through the end of 2017/18.
Siena is grateful to receive support from many surrounding parishes.