Charitable Gift Annuity
Offers fixed payments for life with flexible funding options. Learn more about a Charitable Gift Annuity.
Annuities/Remainder Trusts
Did you know there's a gift to St. Benedict's Preparatory School that returns payments to you? Yes, the IRS allows and encourages these creative plans that can stretch your giving ability. Here’s how they work:
Some of the best ways to support St. Benedict's Preparatory School are available through life-income gifts. These "Annuities/Remainder Trusts" help you make a substantial gift to St. Benedict's while increasing your income.
The plans described here all have one substantial advantage over investment vehicles you read about elsewhere: they produce generous gifts to St. Benedict's Preparatory School. So, while you will receive income for life or a set period of time, you can provide for yourself and St. Benedict's today.
The Benefits
- An additional source of lifetime income for you, your spouse, or other significant persons.
- A potential increase in the income you are currently receiving from your investments.
- An immediate tax deduction for a portion of your gift.
- No capital gains tax due at the transfer of appreciated assets to your gift plan.
Which life-income gift best fits your needs?
Deferred Gift Annuity
As a younger donor still in high-earnings years, you are still saving for retirement and also trying to lower your taxable income. Learn more about a Deferred Gift Annuity.
Pooled Income Fund
You are comfortable with variable income today and the opportunity for income growth in the future. Learn more about a Pooled Income Fund.
Charitable Remainder Unitrust
You want maximum flexibility with regard to the investment and benefits of your gift plan. Learn more about a Charitable Remainder Unitrust.
Charitable Remainder Annuity Trust
You want the flexibility to invest and manage your gift plan, and also the security of stable income. Learn more about a Charitable Remainder Annuity Trust.
Goals & Benefits
Glossary