Charitable Remainder Unitrust

You may be concerned about the high cost of capital gains tax with the sale of an appreciated asset. Perhaps you recently sold property and are looking for a way to save on taxes this year and plan for retirement. A charitable remainder unitrust might offer the solutions you need!
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Charitable Bequest

A charitable bequest is one of the easiest and most flexible ways that you can leave a gift to St. Vincent-St. Mary High School that will make a lasting impact.

Charitable Bequest
Property
Donor's Family
STVM
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Benefits of a bequest

  • Receive an estate tax charitable deduction
  • Reduce the burden of taxes on your family
  • Leave a lasting legacy to charity

How a bequest works

A bequest is one of the easiest gifts to make. With the help of an attorney, you can include language in your will or trust specifying a gift to be made to family, friends or St. Vincent-St. Mary High School as part of your estate plan, or you can make a bequest using a beneficiary designation form.

Here are some of the ways to leave a bequest to St. Vincent-St. Mary High School

  • Include a bequest to St. Vincent-St. Mary High School in your will or revocable trust
  • Designate St. Vincent-St. Mary High School as a full, partial or contingent beneficiary of your retirement account (IRA, 401(k), 403(b) or pension)
  • Name St. Vincent-St. Mary High School as a beneficiary of your life insurance policy

A bequest may be made in several ways

  • Percentage bequest - make a gift of a percentage of your estate
  • Specific bequest - make a gift of a specific dollar amount or a specific asset
  • Residual bequest - make a gift from the balance or residue of your estate
Click here to review sample bequest language.

Contact us

If you have any questions about leaving a bequest to us, please contact us. We would be happy to assist you. If you have been so generous as to include a bequest to St. Vincent-St. Mary High School as part of your estate plan, please take the time to let us know. We would like to recognize you and your family for your generosity.

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