Welcome to Gift Planning

Making a planned gift is a wonderful way to show your support and appreciation for St. Paul’s School and its mission while accommodating your own personal, financial, estate-planning, and philanthropic goals. We recommend that you familiarize yourself with various gift options by exploring How to Give and What to Give. Then compare gift options and/or calculate how these gifts could work for you. And of course, please contact us for assistance or to discuss your personal situation and objectives.

St. Paul’s School has established the Hargate Society to recognize supporters who have made estate plans, life-income arrangements, or other planned gifts.
A gift under your will is simple and is the most popular way to leave your lasting legacy and help support the future of St. Paul’s School.
This tool will help guide you through possible charitable solutions to the challenges and opportunities you may be facing.
Life-income gifts such as gift annuities and charitable remainder trusts can provide you with an income stream, tax savings, and the satisfaction of providing St. Paul’s School with vital, long-term resources.

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Planned Giving Blog

2024-11-01
Do you know the IRS delivery rules to ensure a year-end charitable gift qualifies for a tax deduction? Read more to find out and to learn about three smart giving opportunities. 
2024-10-01
This month we celebrate National Estate Planning Awareness Week. Read more to learn why having a complete estate plan is so important and for tips on what your plan should include.
2024-09-01
Is it time to rebalance your portfolio? If so, read more to learn tax-smart ways you can make a gift that meets both your financial and charitable goals.