Giving

Planned Giving



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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 our school, students, and community.

Your gift will enrich the lives of students 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:

List of 5 frequently asked questions.

  • IRA Charitable Transfer

    An IRA Charitable Rollover is a great way to make a gift to St. Mary's School and receive a tax benefit for yourself. Individuals age 70½ and older are able to make direct transfers of up to $100,000 per year from individual retirement accounts to St. Mary's School without having to count the transfers as income for federal tax purposes.
  • 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.
  • 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.
  • Life Insurance Policy or Other Investments

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

    Thank you for considering a donation, in the form of stock, to St. Mary’s School! Please provide the following information to your financial advisor:
     
    Morgan Stanley DTC # = 0015
    St. Mary’s of Medford
    173-022313-009

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 email Rick Hood, Director of Planned Giving rhood@smschool.us