Planned Giving

Ways to Give

Bequests

Leave your legacy by making a gift in your will to friends, family, and charitable organizations. A bequest is of of the simplest ways to remember those you care about most.

Retained Life Estate

One of your valued possessions, your home, can become a valued gift to us even while you are still living in it, and if you want your spouse or other survivor to live there for life. This arrangement is called a retained life estate.

Charitable Gift Annuity

The concept of the charitable gift annuity in America dates back to 1843, when a merchant in Boston first donated of money to the American Bible Society in exchange for a flow of income. Today, the concept includes valuable tax benefits for donors. But perhaps more valuable than the financial advantages is the satisfaction donors gain by helping to continue our mission and good works.

Charitable Remainder Trust

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.

Charitable Lead Trust

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 that can provide a significant charitable gift through your estate and provide an inheritance to your children.

Donor-Advised Funds: The Fund That Listens to You

Gone are the days when only people with millions of dollars and names like Rockefeller, Kennedy, or Gates could establish family foundations from which to spread their wealth. Now mainstream Americans with a fraction of the resources can take an active role in benefiting their communities through donor-advised funds.

Wealth Replacement Trust

Perhaps you would like to make a sizable contribution to us now to help meet our current needs but you don’t want to reduce the estate you will pass to your family. The solution? Purchase life insurance.

Pooled Income Fund

When you contribute to the pooled income fund for our organization, you receive an income for the rest of your life as well as a current income tax deduction. You make a meaningful gift to us – a gift that also gives back to you.

Which Gift Matches Your Goals?

There is a gift for every objective. Find out which gift is right for you.

What to Give

Gifts of Securities

The best stocks to donate are those that have increased greatly in value, particularly those producing a low yield. And 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.

Gifts of Real Estate

If you own property that is full 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.

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 names as owner and beneficiary.

Gifts of Retirement Plan Assets

Did you know that nearly half your retirement plan assets can be eaten away by taxes at your death? Learn how to preserve more of your estate for the people and organizations that matter most in your life.

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.

Gifts of Cash

The simplest way to give. However, you can deduct a cash gift for income tax purposes only in the year in which i you contribute it. Your cash gifts are deductible up to 50 percent of your adjusted gross income for the taxable year, but any excess is deductible over the next five years.

Contact

St. Mary’s School Foundation of Ukiah, Inc.
Development Office
PO Box 1658
Ukiah, CA 95482

Phone: (707) 621-4464
Email:development@stmarysukiah.org

Building a Foundation for a Lifetime.