Planned Giving

Plan to Make a Difference

Planned gifts are a generous way to touch the lives of students now and beyond your lifetime. Considering the St. Anne Catholic School in your estate or financial plan is a special way to show your support and change the life of a student. If you are considering making a gift or ongoing gifts to the St. Anne Catholic School via the Foundation, there are many options for you to explore, most of which have tax benefits.

Here are ways that you can make a difference:

  • Donor advised funds
  • Memorial or honorary gifting
  • Endowed gifts
  • Beneficiary designations
  • Charitable gift annuities
  • Charitable trusts

With planned gifts, there are a variety of assets that you may choose to bestow on the school including securities, real estate, life insurance, cash, personal property, retirement plans and or business interests. If you have questions or want to discuss how to get started planning your gift, please contact Sharon Current at the Foundation office.