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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.

To learn more about various planned giving opportunities, call John Kroetz, Director of Development & Major Gifts at (317) 503-0593.