Planned Giving
Thank you for your interest in supporting St. Timothy’s School. Your generosity will help us meet our current goals and reach farther in the future. We encourage you to plan your gift thoughtfully. Now is the time to consider how your gift can benefit you as well as St. Timothy’s School.
Your gift can take multiple forms and can help you address a variety of personal financial goals. A significant lifetime gift will allow St. Timothy’s School to meet our immediate objectives. In turn, it will give you maximum tax benefits, especially attractive if you are in high earnings years. It can also be the simplest gift to arrange.
You may, however, prefer to leave your assets and cash flow alone until your death, and instead make your gift through your estate. Even though we would not use this gift immediately, it will be critically important for long-term financial strength and will help ensure that we can meet the opportunities and challenges the future will present us.
You may use a will or revocable trust to make a gift from your estate. You may also use life insurance or the balance remaining in your retirement plan. These gifts help you keep your lifetime financial planning flexible, although they provide only limited income tax benefits. You will need professional assistance to set up most estate-plan gifts. We would be happy to meet with you and your advisors to discuss how making a planned gift to St. Timothy's School can help you to meet your financial and philanthropic goals.
Questions about St. Timothy's Planned Giving Program may be directed to Roz Christina Moore, Director of Development and Alumnae Relations, at 410-486-7400, extension 3035.
