Thank you to our Endowment donors for securing a bright future
for our children of God by giving $11,300,000!
OUR VISION
GOAL ONE Create a $10 Million endowment.
GOAL TWO Increase Enrollment through community outreach.
Provide additional scholarship funds to families who do not qualify for state programs.
Continue with resource, the gifted program, and honors curriculum.
GOAL THREE Work to attract and hire the best faculty with competitive compensation.
GOAL FOUR Increase our Donor Base through local parishes and organizations.
GOAL FIVE Increase Planned Giving.
“It is not how much we give, but how much love we put into giving.”
- Mother Teresa
GIVING OPPORTUNITIES
GIFTS OF CASH qualify for charitable deduction in the year given and are limited to 50% of your adjusted gross income annually. Any amount given over this limit is eligible for a five-year carryover.
GIFTS OF APPRECIATED SECURITIES held for more than one year permit a donor to use full value of the security at the time of donation as a tax deduction, while avoiding the capital gains tax that would be imposed if the security were sold.
GIFTS OF PROPERTY including residence, farm, vacation home, jewelry, art, etc., Can provide significant benefits to the school and to the donor. The specialized help of appraisers and tax advisors is necessary to make such a gift.
GIFTS OF LIFE INSURANCE can provide a way to make a sizable gift at a relatively low cost. Again, consulting with your attorney or tax advisor is important.
BEQUESTS AND LIFE PAYMENT PLANS are excellent ways to participate in the campaign at levels you might not ordinarily consider. These include a bequest in one’s will as well as various trust instruments. Our team of professionals will be happy to assist your own financial advisors in finding an attractive plan for your particular situation. The main consideration in making any type of gift to the campaign is to find a way that brings joy to you and your family—joy in supporting a cause in which you believe and value. When all is said and done, your friendship is your first gift to the Saint Ann School Foundation.
Each presents certain advantages. All are tax-deductible within the limits specified by the IRS code. We recommend that you consult with an attorney or financial advisor when planning your commitment.
NAMING OPPORTUNITIES
Fully-Endowed Faculty Chair $1,000,000
Half-Endowed Faculty Chair $500,000
Fully-Endowed Scholarship $250,000
Half-Endowed Scholarship $125,000
Recipients of endowed scholarships will be notified each year with a letter that will detail the name of the scholarship.
ENDOWMENT FUND - A FAMILY LEGACY FOR GENERATIONS TO COME
A minimum gift commitment of $5,000 (payable over 5 years) is required to establish an endowment gift. A signed gift agreement ensures that your gift will be used as intended. If desired, the agreement can include information from you on the inspiration for the creation of this fund and its importance. For example, you may name an endowment after a family member and create a family legacy.