Planned Giving

Did you know there are ways to support St. Elizabeth School that don't affect your current lifestyle or your family's security? The following planned giving options are popular vehicles to leave your legacy while helping the financial future of St. Elizabeth School.
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Gifts from a Will or Trust

Bequest a gift to SES in your will or trust. You can make it unrestricted or for a specific purpose.

Retirement Plan

Make SES the beneficiary of your IRA, 401K, or other qualified plan.

Life Insurance

Transfer ownership of a paid-up life insurance policy to SES and receive an income tax deduction.

Gifts from Third Party Special Needs Trust

Protect the asset of someone with a special needs and make SES the beneficiary.

Stock or Appreciated Assets

Transfer appreciated stocks, bonds, or mutual fund shares you have owned more than one year to SES. We will then sell your securities and use the proceeds.