Ways of Supporting St. Richards

Planned or Deferred Gifts

Become a charter member of the St. Richard's School Legacy Society by making a planned or estate gift. Planned or deferred gifts are another way to make a gift to St. Richard's School while meeting the long-term needs of your estate planning. This option is especially attractive for individuals holding highly appreciated assets that have become troublesome to divest because of capital gains taxes incurred upon selling. Did you know that making a planned gift to a charitable organization could provide you and/or a loved one with an income stream for life? Contributions can take the form of cash, securities, property, real estate, IRA accounts, retirement accounts, or life insurance. St. Richard's has a complete planned giving program and we invite you to talk to us about how to make a planned gift to our school meet your charitable intentions as well as work for you. Gifts can be made through the following vehicles:

Will requests
Charitable annuity or remainder trusts
Charitable lead trust

Gifts of stock (or appreciated securities)

If you own securities or other capital assets that have appreciated in value, transferring this asset to St. Richard's School can result in a significant tax savings, as well as meet your charitable goals. If you plan on making this type of gift, here is what you need to do:

We have a brokerage account with Charles Schwab & Co and their phone number is (602)355-9003.  St. Richard's account number with Schwab is #1119-4473. The DTC clearing number is 0164, code 40

Pledge

A gift may be pledged and paid over a period of time to be determined by the donor. For the Annual Fund pledges must be fulfilled by June 30th of each year.

Pledge card to mail

Cash

Cash gifts are deductible for income tax purposes up to fifty percent of your adjusted gross income, if you itemize on your tax return.

Credit Cards

St. Richard's accepts MasterCard, Visa, American Express and Discover for gift fulfillment. Click here to fill out online form.

Matching gifts

If you work for a company that matches your charitable giving to non profit institutions, please check with your company's business office for the specifics related to your place of employment. We are happy to help you with this process, just call the St. Richard's School Development Office at 317.926.0425 ext 109.

Gifts in Memory or in Honor of an individual

Memorial and honorary gifts may be made in memory of a friend, teacher or family member or in recognition of a special person or family member, graduation, anniversary, reunion or other significant event.                                                                                                                   

For more information, please contact Barbara Coury (bcoury@strichardsschool.org), Director of Development, at 317.926.0425 ext. 109