Endowment and Planned Giving
RSPS Endowment and Planned Giving
A planned gift will provide a current or deferred income to Resurrection-St. Paul School. We invite you to consider making a positive impact on the lives of our students by making a planned gift to Resurrection-St. Paul School. Your gift is a specific way to express gratitude to God for a lifetime of blessings.
Types of Planned Gifts
Bequests
A gift made through a will and given to Resurrection-St. Paul School as the named beneficiary. Gifts may also include remainder trusts, lead trust, gift annuities and retained life estate plans.
Gifts of Appreciated Stocks or Bonds
Securities held longer than 12 months and transferred to the school, allows the donor to save taxes twice through charitable deduction and the avoidance of capital gain taxes.
The following Deferred Gifts provide an income tax deduction and lifetime income for the owner:
Charitable Lead Trust
A trust created in which the income is paid annually to the school for a term of years, after which the principal reverts to the donor or non-charitable beneficiaries.
Charitable Remainder Unitrust
Provides income to Resurrection-St. Paul School as the beneficiary or one of several beneficiaries based upon annual valuation of the trust’s assets.
Charitable Gift Annuity
The income paid to Resurrection-St. Paul School as a beneficiary is a fixed dollar amount annually and the donor receives a guaranteed income for life.
Need More Information?
For more information about making a planned gift to Resurrection-St. Paul School, please contact Ms. Lauren Shutz, Director of Development, at lshutz@resstpaul.org.