Planned Giving

Regardless of your age or the size of your estate, there are many vehicles which allow you to balance your own income needs, the needs of your family, and your philanthropic interests. You can help to ensure St. Frances Academy's financial foundation without affecting your life style.

• You can make a gift that costs you nothing during your lifetime — make us a beneficiary of your will or revocable trust, or a beneficiary of your retirement plan, and leave your cash flow and current financial planning uninterrupted.
  
  
• You don't have to use cash to make your gift — you can give us appreciated securities instead, and use an asset that costs you less than the tax deduction you'll get for it today.
  
  
• You can make St. Frances Academy a partner in your giving — you can deed us your home but continue to live there, and you can make a gift that pays you lifetime income by creating a charitable remainder unitrust or annuity trust.
  
  
• You may be holding assets that would benefit St. Frances Academy more than they do you — such as a life insurance policy that you no longer need, or a collection artwork that you no longer have room to display.
  

Contact Tom Nealis at 410.539.7030 for further information.