Planned Giving is the transfer of assets to a specific nonprofit organization during a donor’s lifetime or upon a donor’s passing. Reviewing and implementing future giving plans today can help each of us meet our personal, financial and estate planning goals. Planned Giving often enables the donor to provide more for his or her heirs, and to make a larger gift than otherwise possible. It often reduces taxes as well.
In addition to personal financial benefits, Planned Giving is an excellent way to ensure the fiscal stability and successful future of St. Mark’s Episcopal Church and St. Mark’s Episcopal Day School. Each of us can leave a lasting mark through a gift that provides for the future well-being of the Church.
- Gifts by Will or Living Trust
- Charitable Trusts
- Gifts of Real Estate, Appreciated Property, and Tangible Personal Property
- Gifts of Life Insurance and Retirement Accounts