Print This Page Close Print Window

The Legacy Society

The Legacy Society recognizes the generosity of individuals who establish a planned gift arrangement with St. Mary. Planned giving allows dedicated supporters to

• Make a larger contribution than they could by making a gift outright;
• Make a gift with retention of income for self or beneficiaries,
• Manage assets at low or no cost; and
• Have income, estate and capital gains tax savings.

An Invitation to Join The Legacy Society

Members of The Legacy Society have expressed their commitment to St. Mary through a very special and important form of financial support.

These donors have named St. Mary as the ultimate beneficiary of a planned gift. Such gifts might include a bequest and/or charitable income gifts, such as charitable gift annuities, charitable remainder unitrusts, charitable remainder annuity trusts, or gifts of life insurance.

Once you complete your estate plans, please fill out our Legacy Intention form to let us know. We would like to thank you for your generosity by including you in The Legacy Society.

Membership Benefits

Your membership involves no dues, obligations, or solicitations, but it does allow us to thank you and recognize you for the plans you have made, and it may inspire generosity in others.

Benefits of membership in The Legacy Society also include annual luncheons, invitations to special events and seminars and a subscription to our newsletter.

The most important benefit, however, you will receive from joining The Legacy Society is the satisfaction derived from making a lasting contribution to our long-term prosperity.