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Planned Giving

Planned gifts, such as bequests or charitable trusts, can be an advantageous way to provide for a future gift to charity. You can take care of yourself, your family, and take care of St. Richard’s Episcopal School.

Planned giving involves providing for a future gift to SRES through your financial and estate plans. We welcome gifts through different planned giving arrangements. These arrangements can:

  • Provide for you or your loved ones,
  • Entitle you to charitable income and/or gift or estate tax deductions,
  • Enable you to leave a legacy for St. Richard’s.

If you decide to include St. Richard’s in your estate plans, you become a member of the Legacy Society, an honorary society created for those donors who have made us a special part of their family.

Click on the links to the left of the page to learn more about various planned giving opportunities or call John Mainella, Director of Development and Major Gifts at 317-926-0425 for more information.

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