Leave a legacy gift that will impact St. Martin’s students for a lifetime.

"St. Martin's has played a large role in our family for more than a half-century. While it is impossible to put a monetary value on what we have received from St. Martin's, remembering the school in our will is a convenient and comfortable way of saying "Thank you" for all it has meant to us over the years."

- Murrell and John Girault ’55

Recognition in planned giving honors students, alumni, parents, grandparents, former parents, and other friends of St. Martin’s Episcopal School, who are committed to the school and the delivery of its mission by naming the school as a beneficiary of a planned gift. Making a charitable bequest allows you to support St Martin’s more significantly than you could during your lifetime by making a gift in your will, either with a specific dollar amount, a percentage of your estate, or specific assets. You can help shape the future of St Martin’s through the generosity of your legacy. A gift such as this one is free from federal estate tax as well as inheritance tax in many states.

Benefits

Gift planning can be tailored to suit your personal goals; your financial advisor can help you design the best plan for you. Depending upon the gift option that you choose, you may obtain some or all of these benefits:

  • Income tax reduction
  • Avoidance of capital gain taxes
  • Increase in spendable income
  • Elimination of federal estate tax
  • Fulfillment of philanthropic goals

There are many ways for you to leave a legacy that can benefit St. Martin’s for generations to come. Bequests (gifts by will), gifts of life insurance, and gifts of retirement benefits are common planned giving options. A Charitable Remainder Trust gives you income during your lifetime; St. Martin’s receives the remainder interest in the trust. And a Charitable Lead Trust allows you to make a gift to St. Martin’s while retaining property in your family.

Questions?

To discuss a planned gift for St. Martin’s, don't hesitate to get in touch with Julia Bland at 504.736.9914