Planned Giving & Non-Cash Gifts
 /  Planned Giving & Non-Cash Gifts

Planned Giving & Non-Cash Gifts

Stocks, Securities & Other Investments

Donating stocks is a great way to support St. Thomas More without dipping into your budget. Not only will you receive a tax deduction equal to the stocks’ fair market value, but securities donated to nonprofits like St. Thomas More are not subject to capital gains taxes. For more information about how to transfer your securities to St. Thomas More, please click here.

Retirement Assets

Donors who are 70½ or older can contribute up to $100,000 from an Individual Retirement Account (IRA) to nonprofits while avoiding the required minimum distribution and its applicable income taxes. Some exceptions apply. For more information, please contact your estate/financial planner.

Estate Planning

Estate Planning: Listing St. Thomas More as a beneficiary in your will allows you to leave a permanent legacy for our students. Other financial planning instruments, such as charitable remainder trusts, life insurance, and 401(k) plans, can also be utilized to support St. Thomas More while helping you avoid income and estate taxes. To discuss how you can maximize your legacy at St. Thomas More, please contact your estate/financial planner.

A lifelong supporter of St. Thomas More, Leonard Gigowski (SF ‘43) provides an example of the enormous impact that can be made through effective planned giving. To read more about Leonard’s story, please click here.

In-Kind Donations

St. Thomas will also accept donations of goods and services that can be used to enhance the educational experience for our students. These gifts can be tangible goods, such as musical instruments, or services, such as painting or landscaping work. You may receive an income tax deduction based on the value of the donated good/service. To discuss donating an item or service, please contact Kevin Russell.

Questions about planned giving,
donations and non-cash gifts?

Kevin Russell
Marketing Director
(414) 481-8370 x131 |

Translate »