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Planned Giving

Planned giving is a way to ensure your legacy lives on. A planned gift to St. Mary's School provides essential support for the future of St. Mary's.

Your gift will enrich the lives of children at St. Mary’s for generations to come. As a 501c3 nonprofit, St. Mary’s offers a variety of ways to transform your memory into support for the education. Planned gifts to St. Mary's may include the following:

Types of Planned Gifts

Gift Annuities

In return for a transfer of cash, marketable securities, or other assets, St. Mary's would pay a fixed amount of money to one or two individuals, for their lifetime.
In return for a transfer of cash, marketable securities, or other assets, St. Mary's would pay a fixed amount of money to one or two individuals, for their lifetime.

Bequest

Through your Will, you can indicate St. Mary's to receive any dollar amount, percentage of your total estate, or residual amount remaining after all specific bequests and expenses have been paid.

Through your will, you can indicate St. Mary’s to receive any dollar amount, percentage of your total estate, or residual amount remaining after all specific bequests and expenses have been paid.

Life Insurance Policy or Other Investments

If you have a life insurance policy or other investments, please consider making St. Mary's School the beneficiary.

If you have a life insurance policy or other investments, please consider making St. Mary's the beneficiary.

Charitable Remainder Trust

The trust provides you, the donor with an income stream. At the end of the trust, the balance of the trust assets is given to St. Mary's School.

The trust provides you, the donor with an income stream. At the end of the trust, the balance of the trust assets is given to St. Mary’s School.

You can also give to St. Mary’s through other gift vehicles such as donor-advised funds and charitable lead trusts.

With so many ways to give, it makes sense to include St. Mary’s in your estate planning today. For more information or to make a Planned Gift call 541-414-1208

or email Bethany Brown, Director of Advancement at bbrown@smschool.us.

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