Give by phone/email: Contact Mark Hafley, Finance Administrator, at firstname.lastname@example.org if you need more information.
Annual Pledge Click the pdf form below:
Types of Planned Giving
Below is a summary of some common planned giving options. These are not offered as professional tax or legal advice and may not apply in all cases. Please consult your tax, legal and financial advisors about your specific situation.
A bequest through a will is the most common type of planned gift, and does not draw on assets during a donor’s lifetime. Bequests can be estate distributions of cash, securities, real estate, or personal property. Types of bequests include a percentage bequest, a fixed-dollar bequest, a residual bequest, and a contingent bequest. Important estate tax savings may result from a bequest. Contact us for suggested bequest language.
Charitable Remainder Trusts (CRTs)
CRTs allow a donor to make a gift to Saint Andrew’s, Bryan, while at the same time achieving several other financial objectives. When you create a CRT, you irrevocably transfer money, securities, real estate, or other assets to a trust that will then pay you an income for life or for a period of years. If you wish, the trust also can pay an income to another beneficiary. At the death of the surviving beneficiary, the remaining principal in the trust goes to Saint Andrew’s, Bryan. Several types of CRTs allow the donor to tailor their gifts to best serve their own needs.
Many donors choose to give life insurance policies to the Foundation either as an immediate gift or as a provision upon their passing. This can be an easy way to make a gift to Saint Andrew’s, Bryan, without revising your will and may have advantageous estate tax consequences. Donors may make Saint Andrew’s, Bryan either a beneficiary or an owner and beneficiary of a life insurance policy. Donors who consider giving life insurance policies do so because they have no heirs or because they already have made provisions for beneficiaries through other financial vehicles. Contact us for the information to put on the beneficiary designation form.
Donors may consider making Saint Andrew’s, Bryan, a beneficiary of a percentage of their pre-tax qualified retirement plan, such as an Individual Retirement Account, 401k, 403b or Thrift Savings Plan to name a few. This is done via a beneficiary designation form. These pre-tax assets are received by a qualified non-profit free from income tax liability, leaving other tax friendly assets available to pass along to your family and other heirs. Contact the parish office, 979-822-5176, for the needed information to put on the beneficiary designation form.