Planned Giving

Planned Giving

 

St. Anne's School of Annapolis has always benefited from the loyalty and generosity of the people whose lives it has touched and transformed. When you make a planned gift to St. Anne's School, your generosity has an impact far beyond your lifetime. Your gift supports generations of students whose lives will be forever changed by their St. Anne's School experience.

A wide range of planned giving choices present practical options for safeguarding your financial security, realizing tax advantages, and contributing to St. Anne's School's financial well-being. Whether you want to put your donation to work immediately, with a charitable annuity or trust, or design a plan that benefits our students after you're gone, with a bequest or beneficiary designation, you can feel good knowing that you are giving back to school that you love. With just a little planning, you can honor the past and secure the future.

Bequests

A bequest is a gift that comes to St. Anne's School after your lifetime. Through a bequest you can give a specific sum of money, a percentage of your total estate, or a percentage of the remainder of your estate after all other bequests are satisfied. Your gift also entitles you to unlimited federal tax charitable deductions.

Charitable Gift Annuity

A charitable gift annuity is a simple contract between you and St. Anne's School where you agree to make a gift and we, in return, agree to pay you a fixed amount each year for the rest of your life.

Charitable Remainder Trust

You transfer assets to a trust and receive either a fixed income or an income based on the annual valuation of the trust. The trust can be established for a certain number of years or for your lifetime. At the end of the trust, the assets are transferred to St. Anne's School.

Charitable Lead Trust

Similar to a charitable remainder trust, except the trust income is directed to St. Anne's School for a term determined by you. The longer the length of time, the better the gift tax savings to you. When the term is up, the remaining assets go to you, your family, or other beneficiaries you select.