Planned Giving

Leaving a Legacy, Securing the Future

Our student experience would not be possible without the generosity of benefactors who have planned their gifts to St. Bernard’s. Charitable gifts help you meet your current philanthropic goals and extend your generosity well into the future. With the right planning, a gift can also protect your assets, provide for your family, and guarantee you and your spouse income for life. A charitable bequest under your will can make a significant impact that will cost you nothing in your lifetime.

There is a vast multitude of ways that you can give to the future of St. Bernard’s and to our students while meeting your unique charitable goals andcrafting the legacy that you would like to leave. If you are interested in exploring your options for planned giving, please contact our Development Office. We are honored by the opportunity to work with you to develop a plan that aligns with your personal, financial, and charitable goals- goals that we will work diligently to serve.

Plan Your Legacy

By Giving Amount

Under $25,000

Under $25,000

The most popular options for this gift range are:

$25,000 to $99,999

$25,000 to $99,999

The most popular options for this gift range are:

$25,000 to $99,999

$25,000 to $99,999

The most popular options for this gift range are:

$100,000 to $999,9999

$100,000 to $999,9999

The most popular options for this gift range are:

$1 million and above

$1 million and above

The most popular options for this gift range are:

By Age

Under 40

Under 40

Gift options to consider:

40-54

40-54

Gift options to consider:

55-69

55-69

Gift options to consider:

70+

70+

Gift options to consider:

By Assets

Appreciated Securities

Appreciated Securities

Gift options to consider:

Life Insurance

Life Insurance

Gift options to consider:

Personal Property or Real Estate

Personal Property or Real Estate

Gift options to consider:

Retirement Plan Assets

Retirement Plan Assets

Gift options to consider:

By Type of Gift

Endowed Funds

Endowed Funds

St. Bernard’s holds multiple endowed funds, which make it possible for us to provide student scholarships and ensure the growth of our institution. Those who want to make a difference in this way are encouraged to give to one of St. Bernard’s endowed funds or consider establishing a fund at St. Bernard’s in your own name. More information.

Wills and Bequests

Wills and Bequests

Gift options to consider:

IRA and Retirement Plan Giving

IRA and Retirement Plan Giving

Gift options to consider:

Charitable Remainder Trust

Charitable Remainder Trust

A charitable remainder trust provides you with income while you make a sizable estate gift to St. Bernard’s. More information.

Charitable Lead Trust

Charitable Lead Trust

A charitable lead trust allows you to make an impact on St. Bernard’s now while also providing for your family. More information.

Charitable Gift Annuity

Charitable Gift Annuity

A charitable gift annuity allows you to make a gift to St. Bernard’s while still having a dependable income in your retirement years. More information.

Donor Advised Fund

Donor Advised Fund

A donor advised fund (DAF) is like a charitable savings account and gives you the flexibility to recommend how much and how often money is granted to St. Bernard’s. More information.