Planned Giving at Saint Mary
Whatever inspires you, whatever drives you . . . you can make a difference by supporting Saint Mary through planned giving.
Plan Now, Give Now
A plan now, give now strategy involves gifting during your lifetime, such as:
Redrecting your IRA minimum required distribution (if age 70½ on or before June 30, 2004)
Plan Now, Give Later
A plan now, give later strategy involves estate planning, such as:
Benefits of Planned Giving
• Naming Saint Mary as a bequest in your will
• Naming Saint Mary as beneficiary of an account, property, insurance policy, etc.
Planned giving provides strategies for your charitable giving and estate planning. Many can reduce your taxes.
The greatest benefit, however, lies in knowing that you are supporting Saint Mary—our students, our traditions, our legacy.
Your decision to make Saint Mary part of your planned giving strategies help promote new ideas, the next generation of thinkers, leaders, and doers.
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Contact Jane Ellen Liebert, C’97, Alumni & Planned Giving Officer and proud member of the Saint Mary Legacy Society. Have a private and confidential conversation to explore the impact your decision could have on Saint Mary. Learn planned giving opportunities that can support your personal objectives both during your lifetime and for generations to come.