Ways to GivE
The following drop down menu is a brief description of various vehicles that a donor might use to make a planned gift to St. Richard’s Episcopal School. For more information on these and other ways to leave a lasting legacy to St. Richard’s, please contact John Mainella, Director of Development and Major Gifts at 317-926-0425. This information is for educational purposes only. Please consult with your personal financial advisors for tax information.
- Retirement Plan
- Life Insurance
- Charitable Gift Annuity
- Charitable Remainder Unitrust
- Charitable Remainder Annuity Trust
- Charitable Lead Trust
You can make a bequest or gift through your estate by including a provision in your will or living trust. The amount left to St. Richard’s can be expressed as a dollar amount or as a percentage of the assets to be given.
Sample Bequest Language:
I give, devise, and bequeath ______________(insert amount or percentage of asset or estate) to the St. Richard’s Episcopal School Foundation, 33 E 33rd St, Indianapolis, IN 46205.
There are many advantageous ways to use life insurance as a planned gift option for St. Richard’s. You can:
- Name SRES as beneficiary of a policy you own.
- Purchase a new policy that helps you make a substantial gift in an affordable and tax-efficient manner.
- Assign policy dividends to SRES.
- And there may be other ways that we can explore with you.
Charitable gift annuities are examples of life income gifts that allow you to give assets to St. Richard’s while providing yourself or others with income for a period of time before the school is permitted to use your gift. In exchange for an outright gift, SRES agrees by contract to pay a fixed amount each year to you and/or another benficiary for life.