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Gifts From Your Will or Trust: The Details

Is this gift right for you?

A gift from your will or trust is for you if:

  • you want to help ensure St. Stephen's & St. Agnes’ future viability and strength.
  • long-term planning is more important to you than an immediate income tax deduction.
  • you want the flexibility of a gift commitment that doesn't affect your current cash flow.

Your bequest to support our mission should be planned thoughtfully. Many good planning techniques are available, and you should choose the type of bequest that best suits your personal objectives.

For example, your bequest can be a stated dollar amount, or you can bequeath specific property to St. Stephen's & St. Agnes. Some of our friends prefer to bequeath a certain percentage of the remainder of their estate — the amount that remains after paying all debts, costs, and other prior legacies. (You can visit our Sample Gift Language to get you started.)

Whichever form you prefer, you can direct that your bequest be used for the general support of our work or for a specific purpose you designate. Whatever your objectives, we will be happy to work with you in planning a bequest that will be satisfying, economical, and effective in carrying out your wishes in our important mission.

With your permission, we will recognize your gift through membership in The Signet Society, a distinguished group of supporters who have made a planned gift to our mission.

Next: Will Your Gift Be Restricted?

Please contact us so that we can assist you through every step of the process.

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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.