Make a Legacy Gift to Valley of the Sacred Heart

Leaving a legacy gift to Valley of the Sacred Heart allows you to make a lasting impact on a community dedicated to faith, learning, and service. A legacy gift can offer financial and tax benefits, such as income or estate tax advantages, while allowing you to maintain your current lifestyle. By planning a legacy gift to VSH, you create a meaningful and enduring way to leave your mark for years to come.

  • A legacy gift to Valley of the Sacred Heart is a planned or deferred gift made with the intention of leaving a lasting impact on our school, often beyond a donor’s lifetime. These gifts allow supporters to create a meaningful and enduring contribution to the school’s mission, programs, and facilities.

    • Bequests through a will or living trust – Naming the school as a beneficiary so that a portion of your estate supports it after your lifetime.

    • Charitable remainder or lead trusts – Transferring assets like real estate, stocks, or cash while receiving income or tax benefits.

    • Endowed gifts – Donations added to the school’s endowment, where the principal remains intact and only the income is used for a designated purpose, creating ongoing support.

    • Life insurance or retirement accounts – Naming the school as a beneficiary of a policy or account.

  • Generously donating a legacy gift is a way to leave a lasting mark. It also helps the school sustain and grow its mission for generations, while often providing tax or financial benefits to the donor.

    Next Steps:

    1. Contact Chris Simpson at 530-574-0804 or csimpson@cavsh.org to discuss the possibility of contributing a legacy gift to VSH.

    2. Seek the advice of your financial or legal advisor to make sure this gift fits your goals.

    3. If you include VSH in your plans, please use our legal name and federal tax ID.

    Legal Name: Valley of the Sacred Heart
    Address: 210 Peters Ave., Dixon, CA 95620
    Federal Tax ID Number: 88-2629532