Friends and alumni who wish to leave a legacy, ensuring that the School will be as strong tomorrow as it is today, may choose to include Saint James in their estate plan. A planned giving strategy allows you to put your assets to work for any part of the School you choose—while you, your family, and Saint James are able to share in the benefits. A planned gift integrates personal, financial and estate-planning concepts, and is often transmitted through a legal document, such as a will or trust.
Become a Member of the Fountain Rock Society by Making a Planned Gift
The Fountain Rock Society recognizes individuals who have designated Saint James School as a beneficiary in their will and/or estate plan. Members demonstrate remarkable foresight and generosity in ensuring their legacy through a planned gift to Saint James. There are many kinds of planned gift options, including: simple bequests (the most common type of planned gifts) in a will or trust, or within an estate plan, charitable gift annuities, charitable remainder trusts, charitable lead trusts, and non-cash assets, such as real estate or securities.
Planned gifts require more thought and planning than other types of charitable contributions. Below, are basic definitions of several types of planned gifts. Since tax laws may vary by state and are subject to change, we recommend that you discuss the best strategy with your family and financial advisor.