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Goals & Benefits

There are many ways to make a gift to St. Stephen's & St. Agnes School. Take a look at some of the options designed to help you to achieve different goals, and feel free to contact us with questions.

Your Goal

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Your Strategy

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Your Benefits

Make a gift for St. Stephen's & St. Agnes’ future that costs you nothing now.

 

Include a gift from your will or trust (cash, specific property, or a share of the estate).

  

A great way to help St. Stephen's & St. Agnes build financial strength and provide resources that maintain our traditions.

Avoid capital gains liability and take an income tax deduction.

  

Use appreciated securities instead of cash to make your gift.

  

Buy low and give high — while avoiding capital gains tax.

Leave more of your estate to your heirs.

 

Name St. Stephen's & St. Agnes as beneficiary of your retirement plan, and leave less-taxed assets to family.

  

Eliminate income tax on retirement plan assets, and free up other property to pass to your heirs.

Continue to receive benefits back from the assets you give to St. Stephen's & St. Agnes — and thus make a larger gift.

  

Make a contribution to a pooled income fund. Create a life-income plan like a charitable gift annuity or a charitable remainder annuity trust or charitable remainder unitrust.

 

Receive income for your lifetime, receive a charitable deduction, and diversify your holdings.

Reduce high tax liability now; gain additional income later.

  

Establish a deferred gift annuity.

  

Receive a larger deduction and a higher income rate than an immediate payment annuity.

Create a long-term gift that won't draw funds from your estate.

  

Create a new life insurance policy, or donate a paid-up policy of coverage you no longer need.

  

Increase your ability to make a significant gift to St. Stephen's & St. Agnes.

Reduce gift and estate taxes and leave more of your assets to your heirs.

  

Create a charitable lead trust to pay income to St. Stephen's & St. Agnes for a fixed time, then pay the remainder to your heirs.

  

Reduce gift and estate taxes, and freeze the taxable value of growing assets before they pass to your family.



The material presented on this Planned Giving website is not offered as legal or tax advice.
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Various Planned Gift Options Can:
  • Generate lifelong income
  • Convert low-yielding assets into a higher income stream at a reduced capital gains cost
  • Obtain significant tax deductions
  • Reduce or eliminate estate taxes
    • Signet Society
    Have you already designated the school in your estate plans? We would love to include you in our Signet Society. This special designation recognizes all individuals who make provisions for the school in their estate plans. Joining the Signet Society is a wonderful way to show your loyalty to the school as well as to leave a legacy for future Saints to follow. Let us know about your plans by completing our Signet Society Enrollment Form.
    Contact
    If you would like to explore other ways to make a planned gift to St. Stephen’s & St. Agnes School please contact: Kelly McCaskill, Campaign Director, kmccaskill@sssas.org or 703-212-2769.