• Giving

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Ways to Give

Charitable Remainder Trust
A widely popular way to give, this plan allows a donor to decide how much to put into the trust and chooses to receive a fixed percentage of the fair market value of these assets, this value is re-evaluated annually for the life of the donor. At the donor’s passing the trusts assets go to the school.

Charitable Gift Annuity
This form of gift is actually a contract between the donor and the charity wherein the donor transfers assets, (cash, securities or real property), in exchange for the annual fixed dollar payment for the life of one or two stated beneficiaries.

Usually the simplest kind of planned gift. A bequest is a provision in a donor’s will and testament which names a charity as a beneficiary of a portion of the donor’s estate. The donor’s estate receives a charitable deduction for the total amount given to the charity with no limit.

Charitable Lead Trust
If your goal is to provide an inheritance for your children, but you would also like to make a significant charitable gift through your estate this form of gift may be right for you. Once the trust is set up the assets are invested and generate annual income to the school for a specified number of years. At the end of this time the trust is returned to the donor. This method generates a substantial amount of income, provides the donor an immediate tax deduction and can save on estate taxes.


For more information contact the Advancement Office (619)764-5541

Saints e-Scene