Bequest and Planned Gifts
Planned giving allows you to support the programs you value most – often amplifying your impact beyond what you may have thought possible – while aligning with your financial and estate planning goals.
By including Saint Edward’s in your estate plans, you help ensure that future generations of students benefit from the exceptional opportunities and experiences that define a Saint Edward’s education.
Depending on the type of gift, planned giving can provide lifetime income, offer valuable tax advantages and help maximize the impact of your assets.
Whether through a bequest, charitable trust or another giving vehicle, you can make a meaningful difference while creating a plan that reflects your values and priorities.
Your generosity will help ensure that Saint Edward’s School continues to inspire, challenge and prepare students for lives of purpose for generations to come.
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Benedict Legacy Society
The Benedict Legacy Society honors two of Saint Edward’s most dedicated supporters, Nancy and Peter B. Benedict, and recognizes individuals who follow their example by including Saint Edward’s in their estate plans.
You become a member simply by notifying the School that Saint Edward’s has been named as a beneficiary in your will, retirement plan, life insurance policy, charitable trust, annuity, or another planned gift arrangement.
This thoughtful form of giving allows you to continue using the assets you have built throughout your lifetime while also making a meaningful commitment to the future of Saint Edward’s. It is a way to ensure that future generations of students benefit from the same exceptional education that has shaped you, your children, or your grandchildren.
Members of the Benedict Legacy Society leave a lasting impact on the life of the School while also potentially receiving important income and estate tax advantages. To learn more or share your plans, we welcome you to contact Kathy Savage for a confidential conversation.
Benefits Planned Gifts Offer
Provide lifetime income for you and, if you wish, another beneficiary.
Give you a substantial federal income-tax charitable deduction.
Enable you to turn low-yielding assets into a higher income stream.
Reduce or eliminate taxes on capital gains.
Eliminate or reduce federal estate taxes.
Ultimately provide a meaningful gift to Saint Edward’s School.