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Fountain Rock Society
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How to Give

How to Give

Giving to Saint James School can be done either directly or through a gift model that can provide tax benefits and even income to you. Click on a gift model below to learn more.

  • Bequest
    You designate Saint James School as the beneficiary of your asset by will, trust or beneficiary designation form.
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  • IRA Rollover
    Congress has enacted a permanent IRA charitable rollover. As a result you can make an IRA rollover gift this year and in future years.
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  • Beneficiary Designation Gifts
    You can designate the school as a beneficiary of a retirement, investment or bank account or your life insurance policy.
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  • Donor Advised Funds
    You fund a DAF and make charitable gift recommendations during your lifetime. When you pass away, your children can carry on your legacy of giving.
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  • Charitable Remainder Unitrust
    You transfer your cash or appreciated property to fund a charitable remainder unitrust. The trust sells your property tax free and provides you with income for life or a term of years.
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  • Charitable Remainder Annuity Trust
    You transfer your cash or appreciated property to fund a charitable remainder annuity trust. The trust sells your property tax free and provides you with fixed income for life or a term of years.
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  • Charitable Lead Trust
    You fund a trust that makes gifts to Saint James for a number of years. Your family receives the trust remainder at substantial tax savings.
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  • Sale and Unitrust
    You give a portion of your property to Saint James to fund a charitable remainder trust. When the property sells you receive cash and income for life.
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  • Bargain Sale
    The school purchases your property for less than fair market value. You receive cash and a charitable deduction for the difference between the market value and purchase price.
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  • Give It Twice Trust
    You provide your children with a stream of income while making a gift to Saint James School.
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  • Life Estate Reserved
    You give your property to Saint James but retain the right to use the property during your life.
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  • IRA to Gift Annuity Rollover
    You may be looking for a way to help further our mission and enhance your income. If you are 70 or older, you can make a one-time IRA rollover to fund a charitable gift annuity and receive fixed payments for life.
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