Planned Giving

Planned gifts are estate planning options that can be highly effective ways to advance the St. Mark's mission and support future generations of students. Families may even give to their own relatives and loved ones while also helping the school. While there are many types of planned giving, wills and bequests are the most common. Although outright gifts of cash are critical to St. Mark's success in reaching current school objectives, we are also committed to securing our future through other types of planned giving such as:

Real Estate Gift
Eliminate capital gains tax on the sale of a home or other real estate by donating it or selling it to St. Mark's at a bargain price.

Life Insurance Gift
Make a large gift with little cost to you by naming St. Mark's School as owner and beneficiary.

Retirement Plan Gift
Avoid the double tax on retirement plan assets by naming St. Mark's as beneficiary of the remainder of your retirement assets after your lifetime.

Charitable Remainder Trust
Create a trust that pays you a fixed or variable percentage of the trust's assets, which can protect against inflation.

Charitable Gift Annuity
A charitable annuity pays you a fixed income annually.

Charitable Lead Trust
A trust that pays St. Mark's a fixed or variable income for a set term, and the remainder passes to your heirs.

We encourage families to inform us if you set up a planned gift so we can recognize your generosity during your lifetime. To let us know about a gift or to learn more, contact St. Mark's Development Director, Alison Samarias at [email protected]