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St. Mary's School

Planned Giving

A planned gift is a powerful way for donors to fulfill both their philanthropic and personal financial goals.  It provides a way to make charitable gifts now or after your lifetime while gaining some financial benefits today. There are many types of planned gifts, and choosing the right one depends on your needs and goals.  Any one of them, however, will support our mission and sustain the School in the future.

Some common types of planned gifts include: 

Closely Held Stock

You can realize valuable tax benefits by donating your closely held stock.

Securities

One of the most popular methods for charitable giving is donating stock that has increased in value, once it has been held for more than one year.

Real Estate

You can help St. Mary's, enjoy tax benefits, and potentially set up a lifetime stream of income by donating many types of real estate assets. 

Life Insurance

The original goal of life insurance sometimes changes or the protection is no longer needed.  If this happens, the policy can be redirected to help St. Mary's.  You can also name St. Mary's as the beneficiary of your own insurance policy.

Retirement Plans

An option to help your heirs minimize tax liabilities on your retirement assets is to declare St. Mary's as a primary beneficiary of a percentage of your assets.  Because St. Mary's is a non-profit corporation, we are exempt from paying taxes and are eligible to receive the full amount.

Charitable Trusts

This kind of trust can be set up during a donor's life or as part of a will.  The donor can provide an income stream to a beneficiary, and St. Mary's School can receive the residual value when the trust is terminated.

Charitable Lead Trusts

This arrangement allows for payments to be made to St. Mary's during its term.  At the end of the trust term, the remainder can be transferred to the beneficiaries.

St. Mary's encourages you to consider all of your options by consulting with your tax advisor and attorney.  We are happy to visit with you about the impact you can have on the future of St. Mary's.  Please contact Bethany Brown at bbrown@smschool.us or 541-414-1208.

 

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lsosey@smschool.us
816 Black Oak Dr.  |  Medford, OR 97504  |  541.773.7877
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