What is a Planned Gift?
Gift planning means exactly that, planning now for how to make a charitable gift using the assets in your estate in a way that will benefit you and the program of your choosing.
Saint Mary's Foundation can help you:
• Decrease capital gains and income taxes
• Preserve assets to benefit heirs
• Establish guaranteed income for life
Charitable contributions can provide a great sense of personal satisfaction and achievement. Your charitable contributions can also provide real economic benefit for you and your family and your heirs.
Including Saint Mary’s Foundation in your will or trust couldn’t be easier, but there are many ways in which you can plan for a future gift to Saint Mary’s. Please consider the options in our Planning Strategies brochure, and consult with your financial advisor for specific advice.
Donors who choose to make a planned gift will be recognized as members of our Heritage Society. Please click here to learn more about this special recognition group.
