Year End Tax Strategies

Year End Tax Strategies

As we approach the end of 2022, we have provided below some year-end tax-saving options for you to consider. We hope you find this helpful as you prepare for the coming year. 

If you have questions, please contact Lynn Roy at 318-445-8233 or lroy@holysaviormenard.com.

Gifts of cash are tax deductible in the year the gift is made. 

PERSONAL CHECK: 

CREDIT OR DIRECT DEBIT: holysaviormenard.com/giving/annual-fund

If mailing a gift by credit card, please mail by December 23 to allow adequate time for your gift to arrive before December 31. Credit card gifts received after December 31 must be processed as 2023 gifts. Please contact for any questions concerning cash gifts. 

SCHOLARSHIP GRANTING ORGANIZATION: holysaviormenard.com/giving/louisiana-tax-credits

Arete offers Louisiana taxpayers a budget-favorable giving opportunity under the Louisiana Tuition Donation Credit (TDC) Program. Learn how individuals and corporations can participate. 

GIFTS OF SECURITIES

In order to make a transfer of stock to Holy Savior Menard, please have your stock representative make an electronic transfer to Holy Savior Menard.

Please notify Lynn Roy at Menard via email Lroy@holysaviormenard.com or phone 318.445.8233 with the anticipated date of transfer, the name of the stock(s) being transferred, and the estimated number of shares. This will help us match the gift of stock to you. 

The value of the gift is determined by multiplying the number of shares by the average price for the stock on the day it enters Menard's account. 

IRA CHARITABLE ROLLOVER: holysaviormenard.com/giving/planned-giving

If you are 70½ years old or older, you can take advantage of a simple way to benefit Menard High School and receive tax benefits in return. You can give up to $100,000 from your IRA directly to a qualified charity such as ours without having to pay income taxes on the money.  To make an IRA Charitable Rollover gift to Menard, contact your IRA custodian and ask that your distribution be a charitable rollover to Menard and include your name and address in the transfer.

For more information visit 

THANK YOU! 

Your gift to Holy Savior Menard Central High School helps us continue our commitment to our current families, to our students, and to generations to come. Our mission to form students, in collaboration with their parents and church parishes, to make disciples and build the Kingdom of God.