Wills and Living Trusts
The Easiest Way to Make an Impact
Interested in helping Saint Mary's Hall with our mission but feel overwhelmed by the thought of writing another check or giving up your assets today? A simple, flexible and versatile way to ensure we can continue our work for years to come is a gift in your will or living trust, known as a charitable bequest.
By including a bequest to SMH in your will or living trust, you are ensuring that we can continue our mission for years to come. Your gift also entitles your estate to an unlimited federal estate tax charitable deduction.
Check Out This Potential Scenario
Early in their marriage, a couple made a point to put together a will to protect their assets. They both loved Saint Mary's Hall and decided to include a bequest of $75,000 to us in their will.
As their family grew to include three children, the couple decided to revise their will to ensure their children's future financial security. They met with their attorney and simply revised the bequest language so that their gift to SMH was now a percentage of their estate instead of a specific amount. These donors now rest easy knowing that when they die, their plans will provide for the people and charitable work they love.
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.