Planned Giving
Hero - Image Slideshow
Making a planned gift is a wonderful way to show your support and appreciation for Saint James School and its mission while accommodating your own personal, financial, estate-planning, and philanthropic goals. With smart planning, you may actually increase the size of your estate and/or reduce the tax burden on your heirs. Just as important, you will know that. you have made a meaningful contribution to Saint James School.
Some examples of planned gifts include bequests, beneficiary designations, trusts, and other irrevocable planned gifts.
Begin Your Legacy With Us
To help you get started on your plans and legacy, you can use FreeWill, an online tool that guides you through the process of creating your will or trust. It’s easy to use, accessible online, and can be completed in 20 minutes. You can use this resource on its own, or use it to document your wishes before finalizing your plans with an attorney.
Report Your Gift
Have you already included a gift in your will or trust? Please fill out this form to let us know! We would love to thank you for your generosity.
Non-Probate Assets
Do you have an IRA, 401(k), life-insurance policy, or any other assets not included in your will? If so, these are called non-probate assets and you must plan your beneficiaries for them separately. Use this online tool to make your plans and designate us as a beneficiary of one or more of these assets.
Get In Touch
Please contact Joseph Regan, Associate Director of Development, for assistance or to discuss your personal objectives: jcregan@stjames.edu or 301-671-4894.