gifts by will or trust

Gifts by Will or Trust

A charitable gift from your estate is a favored method of giving that enables you to achieve your financial goals, maintain control of your assets, and benefit SG.

Naming St. George’s in Your Assets

While you may transfer many of your assets through your will or living trust, a document called a beneficiary designation controls distribution of your retirement plans, life insurance policies, commercial annuities and a variety of financial accounts.

The IRA Gift (QCD)

The IRA charitable rollover (also called the Qualified Charitable Distribution, or QCD) is a great way to make a tax-free gift to St. George's School.

Life Income Gifts

Support SG while generating income for yourself and your family. Learn how these gifts allow you to achieve both of these goals.
charitable lead trust

Charitable Lead Trust

Make a substantial gift to St. George's School in the form of fixed annual payments and pass assets to your family or other heirs at reduced tax cost.
retained life estate

Retained Life Estates

Donate your home, farm or a second home to SG and receive an immediate income tax charitable deduction, while retaining the right to live in your home for the rest of your life. If you itemize your deductions instead of taking the standard deduction you could save significant income taxes.
bargain sale

Bargain Sale

Receive immediate cash and make a gift to St. George's School by selling to us a valuable asset, such as real estate, for less than it is worth.