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WHAT YOU GIVE CAN REMAIN YOUR OWN. People who love St. Catherine’s School know why they want to give. Memories of good friends, good times, and an excellent preparation for higher education and the world beyond make it easy to see why so many alumnae, parents and friends have given to the school over the years. More than 200 members of the St. Catherine’s community have included the school in their estate plans in some way, joining The Arcade Society, which recognizes those individuals who have informed the school of their planned gift.
Is planned giving for you too? Think about which of the options below best suits your needs.
You can give, and –
KEEP YOUR RESOURCES AS LONG AS YOU NEED THEM.
A bequest in your will – Look at some approaches that have worked for alumnae and friends of the school, complete with sample bequest language.
Giving with retirement plans- Make a gift without changing your will, by including St. Catherine’s in your IRA or 401(k) plan.
Giving with life insurance - Find out more.
RECEIVE AN INCOME BACK FROM YOUR GIFT.
A secure lifetime income – A charitable gift annuity provides both fixed and secure lifetime payments, and a gift to the school.
An income with flexibility – A charitable remainder trust can provide variable or fixed income for persons chosen by you, and for a time period.
PASS ASSETS ALONG TO HEIRS MORE EASILY, AT LOWER TAX.
A charitable lead trust - Pass important assets to your heirs while paying little estate tax.
Giving with retirement plans - Give part of your retirement plan to the school and save taxes, whether or not you are concerned about estate taxes.
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