Annual Fund » Ways of Giving

Ways of Giving

As donors make a decision on a gift to St. Mary's High School, please remember that commitment payments are tax-deductible as provided by law. Because laws are always changing and each person/family is unique, St. Mary’s encourages donors to consult with their family and financial adviser(s) to determine which method is most beneficial.

There is great flexibility in how a donor can give to the five-year campaign. Commitment payments can be made on an annual, monthly, quarterly and semi-annual basis. The needs of the Heritage of Excellence Campaign are urgent, and St. Mary’s will gratefully accept gifts in various forms, including those described here:

SECURITIES

Making a gift of appreciated stock is one of the most advantageous forms of giving. For example, if a donor gives stock purchased for $2000 more than 12 months ago, and it is now worth $10,000, the donor gets a deduction for the full $10,000, avoiding the capital gains tax on the stock appreciation.

REAL ESTATE

Gifts of appreciated real estate are similar to gifts of stock. If a donor has owned the real estate for 12 months or more, he or she will avoid capital gains taxes and may deduct the fair market value of the real estate. Gifts of real estate should meet the criteria set forth by the St. Mary’s administration and advancement staff.

CHARITABLE REMAINDER TRUSTS

The trusts are funded with an asset and the earnings are paid as income to the donor’s beneficiaries. Upon the death of the last beneficiary, the principal goes to St. Mary’s.

CHARITABLE LEAD TRUSTS

Similar to Charitable Remainder Trusts, however, it is the accumulated interest that is paid to the campaign. When the trust reaches its termination date, the principal goes to the beneficiaries.

LIFE INSURANCE

Donors can give to the campaign by making St. Mary’s the beneficiary, or partial beneficiary, of their life insurance policy.

There is great flexibility in how one can give to the five-year campaign. Commitment payments can be made on an annual, semi-annual or quarterly basis.
 
 
Donors who make a Capital Campaign commitment at one of the Contribution levels listed below receive special recognition, benefits and are listed in the yearly Annual Report

NAMING AND RECOGNITION OPPORTUNITIES DEFINED BY GIVING LEVEL:
 
  • Visionary Level:  Gifts of $750,000 or more will be recognized at this level on a Wall of Honor to be prominently and permanently displayed within the new revamped quad (RV Wagner Courtyard). Gifts at this level provide the backbone for support in the campaign and will be afforded a personal and perpetual naming opportunity. Additionally, benefactors at this level will be profiled in the “Campaign Report” to be printed at the conclusion of the campaign and will be invited to attend a major donor reception.

  • Leadership Level:  Gifts of $250,000 or more will be recognized at this level on a Wall of Honor to be prominently and permanently displayed within the new revamped quad (RV Wagner Courtyard). Gifts at this level are a true expression of loyalty to the mission of St. Mary’s and will have a significant impact upon the success of the campaign. Benefactors at this level will be afforded a personal and perpetual naming opportunity as well as be profiled in the “Campaign Report” to be printed at the conclusion of the campaign and will also be invited to attend a major donor reception.

  • Strategic Level:Gifts of $100,000 or more will be recognized at this level on a Wall of Honor to be prominently and permanently displayed within the new revamped quad (RV Wagner Courtyard). Gifts at this level provide the leadership for support in the campaign and will be afford a personal and perpetual naming opportunity. Additionally, benefactors at this level will be highlighted in the “Campaign Report” to be printed at the conclusion of the campaign and will be invited to attend a major donor reception.

  • St. Mary's Level: Gifts of $25,000 or more will be recognized at this level on a Wall of Honor to be prominently and permanently displayed within the new revamped quad (RV Wagner Courtyard). Gifts at this level demonstrate a strong commitment for support in the campaign and will be afforded a personal and perpetual recognition opportunity.  Additionally, benefactors at this level will be noted in the “Campaign Report” to be printed at the conclusion of the campaign and will be invited to attend a major donor reception.

  • Community Level: Gifts of $1,000 or more will be recognized at this level on a Wall of Honor to be prominently and permanently displayed within the new revamped quad (RV Wagner Courtyard). Gifts at this level provide the broad base for support in the campaign. Additionally, benefactors at this level will be listed in the “Campaign Report” to be printed at the conclusion of the campaign.

If you would like to learn more about the different ways of giving to the Heritage of Excellence Campaign please contact the Advancement Director at 314-481-8400 or at advancementoffice@stmaryshs.com