1960 Society

1960

The 1960 Society is an invitation to all members of the Moeller Family to secure Moeller’s future through planned giving commitments and ensure that the school’s sacred Mission lives on forever. Leaving a legacy to those who follow begins with a conversation about how your passions and interests align with Moeller, our Mission and the Men of Moeller. Let’s explore together opportunities to leverage the power of the Moeller Endowment to advance Moeller’s important Mission into the future. 1960 Society Members:

Mr. Gerald Barnes † Mr. and Mrs. Michael S. Bohmer ’91 Mr. William J. Bonn, Jr. † Mr. and Mrs. Bruce Buckley ’67 Mr. and Mrs. Gerald B. Budde ’79 Mr. and Mrs. Greg D. Carmichael Mr. and Mrs. Robert E. Coletti Mr. John J. Cox, III ’88 Mr. and Mrs. Curtis Curran Mr. Douglas J. Drennan ’69 Mr. Dennis W. Eling ’72 Mr. Roy Dan Fales and Ms. Anne Arbaugh Mr. and Mrs. Thomas E. Fitz, Sr. Mr. Thomas Gannon ’95 Mr. Frank A. Garry † Mr. and Mrs. K. Kyle Gearhart Mr. and Mrs. William T. Geiger Mr. Timothy Gilday ’68 † Mr. James Grau ’69 Mr. Douglas A. Groh ’84 Mr. Douglas W. Guller, III ’91 Mr. Michael W. Hanley, Sr. ’67 † Mr. and Mrs. Michael L. Heglin ’64 Dr. Tracy and Mr. Nicholas Hodge ’94 Mr. Gregory L. Hoernschemeyer ’83 Mr. and Mrs. Robert A. Hornback ’88 Mr. and Mrs. Bill Hunt Mr. and Mrs. F. Michael Hyzdu Mr. and Mrs. Michael L. Jones Mr. and Mrs. Thomas M. Kilgore Mr. and Mrs. Pete Kimener Reverend Thomas W. Kreidler Dr. and Mrs. Timothy E. Kremchek Mr. and Mrs. Donald S. Kruse ’68 Mr. and Mrs. Rex E. Lee Mr. and Mrs. Russ Logue Mr. Anthony Luck ’96 Mr. Joe Lukens, Jr. ’79 Ms. Colleen Lynch Dr. Thomas M. Morand ’71 Mr. and Mrs. Daniel B. Moroski Mr. Donald L. Neyer Mr. and Mrs. Dennis Oltorik Mr. Harold J. Pisciotta, Sr. † Mr. and Mrs. Carl Renneker Mrs. Mary E. Repasy † Mr. Mark A. Rippe ’72 Mr. Gregory J. Rossmann ’79 Mr. and Mrs. Anthony M. Sansalone ’78 Mr. and Mrs. William Schaffner Mr. and Mrs. Kenneth J. Strottman ’67 Mr. Kenneth H. Toft ’85 Mr. Steven T. Walsh ’82

† Deceased

For more information, contact Vice President of Advancement Mary Fischer, at (513) 618-9685.

Charitable Gift Annuities

A Charitable Gift Annuity (CGA) at Moeller affords benefactors the opportunity to make an impactful gift while also benefiting from a partial income tax deduction and the financial security of fixed annual payments for the duration of their lives, backed by the full assets of the high school. As with estate gifts and CRTs, benefactors can dedicate the purpose and use of their gift at Moeller after they pass away.

Charitable Remainder Trusts

A Charitable Remainder Trust (CRT) presents members of the Moeller Family a “win-win” giving option, allowing alumni, parents and friends of the high school to benefit personally from the performance of Moeller’s Endowment and make an extraordinary gift. Gifts to a Moeller CRT are investing in the Endowment. Members of the Moeller Family receive a variable, annual income stream that reflects the Endowment’s year-overyear performance for the duration of their lives or a term of years, all without the assessment of any in-house management or administrative fees. When the term of a CRT ends, the balance of the CRT may be dedicated by the benefactors, either for Moeller’s greatest need or for a particular purpose indicated by the family. Those who establish a CRT at Moeller may also benefit from an immediate income tax deduction, avoid immediate recognition of capital gains taxes for gifts of appreciated stock and reduce estate taxes. An estate gift is quite often the simplest and most recognizable way for a member of the Moeller Family to realize their charitable goals and typically provides an avenue for alumni, parents and friends to have an impact at Moeller beyond what would be possible during their lifetime. An estate gift can be made by including Moeller High School in the terms of a will or revocable trust, or by naming Moeller as the beneficiary of a retirement plan, like an IRA, while allowing benefactors to maintain complete use and control of their assets for the duration of their lives. While these gifts can be modified at any time, sharing one’s estate gift intentions allows Moeller to confidently plan for the future and paves the way for benefactors to dedicate the use of their estate gifts either for areas of Moeller’s greatest need or for a particular purpose indicated by the family.

IRA Charitable Rollover and Real Estate

Benefactors who are 70 ½ or older can reduce or eliminate the recognition of income from their IRAs and satisfy required minimum distributions by making a qualified distribution of up to $100,000 per year from their IRAs directly to Moeller High School. Gifts of long-term appreciated assets to Moeller (including real estate and privately held business interests), via outright gift or to fund a Charitable Remainder Trust, allow benefactors to minimize or completely eliminate the capital gains that would have been recognized had the benefactors sold these assets.