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Students in graduation

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?