Planned Giving

List of 4 items.

• Bequests

  You may name St. Andrew's Episcopal School as a beneficiary in your will in a number of ways. You may specify an outright gift of cash, securities, real estate, or personal property. You may also consider a gift in your will of a certain percentage of your estate rather than a fixed sum or asset.

• Gifts of Life Insurance

  To receive a charitable deduction, name St. Andrew’s Episcopal School as both the owner and beneficiary of the policy. If the policy is paid in full and has a cash value, you may take a charitable deduction approximately equal to the cash value at the time of the gift. If annual premiums are still to be made and you continue to pay them, those premiums will become tax deductible each year.

• Charitable Remainder Trusts

  Charitable Remainder Trusts pay a specified annual amount to the donor or other beneficiary for life, or a specified term. At the end of the term, the remaining funds are distributed to St. Andrew’s.

• Charitable Lead Trusts

  Charitable Lead Trusts are similar, but the annual payments go to St. Andrew’s (rather than the donor), and the remaining funds are distributed to the donor or their beneficiaries at the end of the term.