Leaving a Legacy, Securing the Future
Our student experience would not be possible without the generosity of benefactors who have planned their gifts to St. Bernard’s. Charitable gifts help you meet your current philanthropic goals and extend your generosity well into the future. With the right planning, a gift can also protect your assets, provide for your family, and guarantee you and your spouse income for life. A charitable bequest under your will can make a significant impact that will cost you nothing in your lifetime.
There is a vast multitude of ways that you can give to the future of St. Bernard’s and to our students while meeting your unique charitable goals andcrafting the legacy that you would like to leave. If you are interested in exploring your options for planned giving, please contact our Development Office. We are honored by the opportunity to work with you to develop a plan that aligns with your personal, financial, and charitable goals- goals that we will work diligently to serve.
Plan Your Legacy
By Giving Amount
Under $25,000
Under $25,000
The most popular options for this gift range are:
- Giving to a scholarship fund. More information.
- Gift in your will or living trust More information.
- Beneficiary designations More information.
- Donor advised funds More information.
$25,000 to $99,999
$25,000 to $99,999
The most popular options for this gift range are:
- Giving to a scholarship fund.More information.
- Gift in your will or living trust More information.
- Beneficiary designations More information.
- Donor advised funds More information.
- Charitable gift annuity More information.
- Appreciated securities More information.
$25,000 to $99,999
$25,000 to $99,999
The most popular options for this gift range are:
- Giving to a scholarship fund. More information.
- Gift in your will or living trust More information.
- Beneficiary designations More information.
- Charitable gift annuity More information.
- Charitable remainder or lead trust More information.
- Appreciated securities More information.
$100,000 to $999,9999
$100,000 to $999,9999
The most popular options for this gift range are:
- Establishing an endowed fund
- Giving to a scholarship fund. More information.
- Gift in your will or living trust More information.
- Beneficiary designations More information.
- Charitable gift annuity More information.
- Charitable remainder or lead trust More information.
- Gift of Life Insurance More information.
$1 million and above
$1 million and above
The most popular options for this gift range are:
- Establishing an endowed fund
- Gift in your will or living trust More information.
- Beneficiary designations More information.
- Charitable gift annuity More information.
- Charitable remainder or lead trust More information.
By Age
Under 40
Under 40
Gift options to consider:
- Giving to a scholarship fund. More information.
- Appreciated Securities More information.
- Donor Advised Fund More information.
- Gift in your will or living trust More information.
- Beneficiary Designations More information.
40-54
40-54
Gift options to consider:
- Giving to a scholarship fund. More information.
- Appreciated Securities More information.
- Donor Advised Fund More information.
- Gift in your will or living trust More information.
- Beneficiary Designations More information.
55-69
55-69
Gift options to consider:
- Giving to or establishing a scholarship fund. More information.
- Charitable Gift Annuity More information.
- Gift of property or real estate More information.
- Gift in your will or living trust More information.
- Beneficiary Designations More information.
- Charitable Remainder or Lead Trust More information.
- Appreciated Securities More information.
70+
70+
Gift options to consider:
- Giving to or establishing a scholarship fund. More information.
- Gift in your will or living trust More information.
- Beneficiary Designations More information.
- Charitable Gift Annuity More information.
- Gift of property or real estate More information.
- Charitable Remainder or Lead Trust More information.
- Appreciated Securities More information.
- Gift of Life Insurance More information.
- IRA or Retirement Giving More information.
By Assets
Appreciated Securities
Appreciated Securities
Gift options to consider:
- Appreciated Securities More information.
- Beneficiary Designations More information.
- Gift in your will or living trust More information.
- Charitable Gift Annuity More information.
- Charitable Remainder or Lead Trust More information.
Life Insurance
Life Insurance
Gift options to consider:
- Gift of Life Insurance More information.
- Beneficiary Designations More information.
Personal Property or Real Estate
Personal Property or Real Estate
Gift options to consider:
- Gift of property or real estate More information.
- Beneficiary Designations More information.
- Gift in your will or living trust More information.
- Charitable Gift Annuity More information.
- Charitable Remainder or Lead Trust More information.
Retirement Plan Assets
Retirement Plan Assets
Gift options to consider:
- Gift from your IRA More information.
- Beneficiary Designations More information.
- Charitable Remainder Trust More information.
- Donor Advised Fund More information.
By Type of Gift
Endowed Funds
Endowed Funds
St. Bernard’s holds multiple endowed funds, which make it possible for us to provide student scholarships and ensure the growth of our institution. Those who want to make a difference in this way are encouraged to give to one of St. Bernard’s endowed funds or consider establishing a fund at St. Bernard’s in your own name. More information.
Wills and Bequests
Wills and Bequests
Gift options to consider:
- Gift in your will or living trust More information.
- Beneficiary Designations More information.
IRA and Retirement Plan Giving
IRA and Retirement Plan Giving
Gift options to consider:
- Gift from your IRA More information.
- Beneficiary Designations More information.
- Charitable Remainder Trust More information.
- Donor Advised Fund More information.
Charitable Remainder Trust
Charitable Remainder Trust
A charitable remainder trust provides you with income while you make a sizable estate gift to St. Bernard’s. More information.
Charitable Lead Trust
Charitable Lead Trust
A charitable lead trust allows you to make an impact on St. Bernard’s now while also providing for your family. More information.
Charitable Gift Annuity
Charitable Gift Annuity
A charitable gift annuity allows you to make a gift to St. Bernard’s while still having a dependable income in your retirement years. More information.
Donor Advised Fund
Donor Advised Fund
A donor advised fund (DAF) is like a charitable savings account and gives you the flexibility to recommend how much and how often money is granted to St. Bernard’s. More information.
