Honoring those who ensure the mission endures
"To those who love God, all things are possible." — Blessed Pier Giorgio Frassati
A planned gift to Bishop McGuinness is one of the most meaningful decisions you can make. Explore the options below — no matter your age, wealth level, or stage of life, there is a gift that fits.
The simplest planned gift — name Bishop McGuinness in your will for a specific dollar amount, a percentage of your estate, or the residue after other gifts. Costs nothing today and is fully revocable.
Most CommonAlready have a will? A codicil lets you add a gift to Bishop McGuinness without rewriting your entire document — a simple, low-cost update through your attorney.
Simple UpdateIf you have a revocable living trust, name Bishop McGuinness as a beneficiary. Avoids probate and ensures a seamless, private transfer of your gift.
Avoids ProbateName Bishop McGuinness as full or partial beneficiary on your IRA or 401k. Retirement assets are among the most tax-efficient to leave to charity — heirs pay income tax on inherited IRAs, charities do not.
No Attorney NeededName the school as full or partial beneficiary on a life insurance policy — or donate a paid-up policy you no longer need and receive an immediate charitable deduction.
FlexibleAdd a "Transfer on Death" (TOD) or "Payable on Death" (POD) designation to any financial account. Transfers directly at death — no probate, no attorney required.
Avoids ProbateDonating stock that has grown in value is one of the most tax-smart ways to give. You avoid capital gains tax entirely and receive a charitable deduction for the full fair market value — a double benefit you don't get when selling first and donating cash. Transfer stock directly from your brokerage; do not sell first.
Significant Tax SavingsAppreciated fund shares can often be transferred directly. Your financial advisor or fund administrator can walk you through the process for your specific holding.
Ask Your AdvisorIf you are age 70½ or older, you can transfer up to $111,000 per year directly from your IRA to Bishop McGuinness — completely excluded from your taxable income. If you are 73 or older, it counts toward your Required Minimum Distribution (RMD). Simply contact your IRA custodian and request a direct transfer to us.
Tax-Free · Age 70½+Leaving your IRA to charity is often the smartest estate planning move. Heirs pay income tax on inherited IRAs; charities do not. Name us as full or contingent beneficiary at no cost.
Estate EfficiencyTransfer cash or assets to Bishop McGuinness in exchange for fixed, guaranteed payments for life. A portion may be tax-free, and you receive an immediate partial charitable deduction. Payout rates increase with age.
Guaranteed Income for LifeA CGA that makes payments to you and a second person — typically a spouse — for both of your lifetimes. Payments continue until the last surviving annuitant passes.
Couples OptionMake a gift now and defer payments until a future date — ideal for those still working who want larger, higher-rate payments in retirement.
Future IncomeTransfer assets into a trust that pays income to you for life or a term of years. At termination, remaining assets pass to Bishop McGuinness. Provides an immediate partial deduction and bypasses capital gains tax on appreciated assets.
Income + LegacyThe trust makes payments to Bishop McGuinness first (for a term of years), then remaining assets pass to your heirs. Useful for estate tax planning and transferring wealth to children at a reduced tax cost.
Wealth TransferA living trust avoids probate and allows you to name Bishop McGuinness as a beneficiary of trust assets — effective at death and entirely private.
Avoids ProbateA DAF is like a charitable savings account. Contribute cash or appreciated assets, receive an immediate tax deduction, then recommend grants to Bishop McGuinness on your own timeline. Assets grow tax-free. You can also name Bishop McGuinness as the beneficiary of your entire DAF — one of the most powerful legacy gifts available.
Flexible GivingUse the DAF widget below to recommend a grant from your Fidelity Charitable, Schwab Charitable, or other DAF account directly to Bishop McGuinness — no fees, no paperwork.
Instant GrantBishop McGuinness offers a free, guided will planning tool for Oklahoma residents. Document your wishes, provide for your family, and — if you choose — include a gift to the school.
Your information stays private in your browser. No account required. No attorney needed to get started.
Open the BMCHS Will Planner →Questions? Email the Legacy Office
Provided by the Bishop McGuinness Legacy Office
A step-by-step guided process to create a legally complete will aligned with Oklahoma law — at no cost.
An Italian layman of profound faith, Frassati dedicated himself to serving the poor and sick. Beatified by Pope John Paul II in 1990, he is the patron of Bishop McGuinness — a model of generosity, courage, and Catholic witness.
The St. Pier Giorgio Legacy Society honors individuals and families who have chosen to remember Bishop McGuinness through a planned gift — a bequest, beneficiary designation, or other deferred giving arrangement.
These visionary donors ensure that generations of students will receive the same faith-centered, academically excellent formation that has defined Bishop McGuinness since its founding.
Anyone who has made or intends to make a planned gift. No minimum. You qualify if you have:
We gratefully honor those who have made a commitment to Bishop McGuinness through a planned gift.
All conversations are confidential and without obligation. Reach out any time.
801 NW 50th St
Oklahoma City, OK 73118
Our legacy conversations are informative, unhurried, and completely without pressure. We're here to answer questions and help you make a decision that reflects your values.
All conversations are entirely confidential. You are under no obligation to give.
Schedule a Call with the Legacy OfficePrefer to call? (405) 758-4912 · mjoyce@bmchs.org