Planning a Gift to St. Mary's

You can be a partner in developing the future of St. Mary's and the "Completing the Dream" plan. Through your gifts and support you will be helping shape the future of young people and gain emotional and spiritual fulfillment. There are as many different ways to support St. Mary's as there are needs. We have many different paths and the potential tax savings that might result if we are able to structure a plan that is beneficial to you now and to your heirs in the future.

If you are new to the concepts of gift planning, please take a moment to familiarize yourself with our glossary of terms and the various planned giving vehicles that are described on this page.

There is an array of methods to plan a gift. They include:

• Charitable Lead Trusts
  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, find out how a charitable lead trust can help you satisfy both objectives. It's a charitable lead trust that can provide a significant charitable gift through your estate and provide an inheritance to your children. More...
  
• Charitable Remainder Trusts
  What are your plans for the future? While there is no single way to achieve all of your personal and financial goals, there is one strategy that can meet many of your needs. It's called a charitable remainder trust. In the right circumstances, this plan can increase your income, reduce your taxes, unlock appreciated investments, rid you of investment worries and ultimately provide very important support. More...
  
• Gifts of Securities
  
  • Closely Held Stock
    Closely held stock, that which is not publicly traded, can also be used as a charitable gift even if you want to maintain a control position in the stock. More....
    
  • Appreciated Securities
    The best stocks to donate are those that have increased greatly in value, particularly those producing a low yield. Even if it is stock you wish to keep in your portfolio, by giving us the stock and using cash to buy the same stock through your broker, you will have received the same income tax deduction but will have a new, higher basis in the stock. More...
    
• Gifts of Real Estate
  If you own property that is fully paid off and has appreciated in value, an outright gift may be the simplest solution. You can deduct the fair market value of your gift, avoid all capital gains taxes and remove that asset from your taxable estate. You can transfer the deed of your home or farm to us now and keep the right to use the property for your lifetime and that of your spouse. More...
  
• Gifts of Life Insurance
  You can donate a life insurance policy to us or simply name us as the beneficiary. For the gift of a paid-up policy, you will receive an income tax deduction equal to the lesser of the cash value of the policy or the total premiums paid. To qualify for the federal charitable contribution deduction on a gift of an existing policy, you must name us as owner and beneficiary. More...
  
• Living Trusts
  A revocable intervivos or "living" trust is an important part of the estate plan of many people. Intervivos means "during life," which is when the trust is established. Revocable means that the creator, also known as the grantor, of the trust can change the terms of the trust or revoke it completely during his or her lifetime. Assets in trust are not part of your will; they are transferred according to the instructions in the trust document. More...
  
• Wills and Bequests
  Leave your legacy by making a gift in your will to friends, family and charitable organizations. A bequest is one of the simplest ways to remember those you care about most. More...

If you are interested in helping St. Mary's now, while preparing a plan to aid your heirs in the future we can help.

Please call DJ Burke at (949) 448-9027 ext. 324 to learn more about St. Mary's Planned Giving Program.