Create a giving plan that allows you to make a larger gift to St. Anthony High School while receiving income and tax benefits. Options include charitable remainder trusts, gift annuities, and bequests. These gifts can be customized to fit your financial and estate planning goals. St. Anthony High School can assist you and your financial planner in exploring and setting up planned gifts.
Saints Legacy Society
The Saints Legacy Society was established to secure financial support for St. Anthony High School long-term needs and recognizes individuals who have made provisions in their estate plans for St. Anthony High School College Preparatory. It is our hope that you will consider including St. Anthony High School in your estate plan. If you have already done so, please let us know so we can include you as a member of the Saints Legacy Society!
At St. Anthony High School, you have flexible options for how your estate and planned gifts are utilized to the benefit of our students. You can choose from various types of gifts, including those that require no immediate financial outlay, gifts that provide you with income, and gifts that give you control over timing and distribution. Explore the different ways to contribute and make a lasting impact on our school community.
Gifts from your Will or Trust: By including a provision in your will or trust, you can make a gift of cash, securities, real estate, or personal property. There are various types of bequests available, allowing you to select the option that best aligns with your needs and intentions.
Charitable IRA Rollover: If you are 70 ½ or older, you can make a direct gift from your IRA in the form of a Qualified Charitable Distribution (QCD) to St. Anthony High School. While rollover gifts do not qualify for a charitable deduction, you can avoid income tax on the donated portion of your required minimum distribution.
Retirement Accounts: Naming St. Anthony High School as the beneficiary of a qualified retirement plan asset such as a 401(k), 403(b), IRA, Keogh, profit-sharing pension plan, or other donor-advised funds can help you achieve a charitable goal while realizing significant tax savings.
Donor Advised Funds: Designate St. Anthony High School as a beneficiary to receive all or a portion of the balance of your Donor Advised Fund (DAF) through your fund administrator. You can also make a grant to us at any time from your donor-advised fund.
Gifts That Pay You: You can convert underperforming assets, such as stocks, cash in savings accounts, CDs, or savings bonds, into a gift to St. Anthony High School that provides you with income. By setting up a Charitable Gift Annuity, you will receive fixed quarterly payments for life along with tax benefits.
Gifts Through Trusts: Charitable Remainder Trusts provide you with income from an asset that eventually becomes a gift to St. Anthony High School. Charitable Lead Trusts, on the other hand, provide income to St. Anthony High School before the asset passes to your heirs. For the savvy donor, these charitable trusts offer tax-advantaged income, eliminate capital gains, and help preserve assets for your heirs.