Selecting the best gift plan for St. Stephen’s depends on your personal financial situation and goals. As tax laws are always changing and each individual’s situation is unique, you are encouraged to consult with your financial advisors to determined which method of contributing is most beneficial to you, while still accomplishing your charitable goals toward St. Stephen’s School.

 

The following methods of giving will help maximize the impact of your gift and help secure the future of academic excellence at St. Stephen’s School:

 

CASH/PLEDGE

The most common method used to make a charitable gift is to contribute cash. Pledges may be fulfilled over a five-year period.

 

SECURITIES

Making a gift of appreciated stock is one of the most advantageous forms of giving. For example, if you donate stock that you purchased for $2,000 more than 12 months ago, and it is now worth $10,000, you get a deduction for the full $10,000.

 

BEQUESTS

A bequest in your will or trust can be tailored to complement your financial goals and support St. Stephen's School. It is the simplest way to make a significant gift to the school without affecting your assets during your lifetime.

 

PLANNED GIFTS

Gifts such as Charitable Gift Annuities, Charitable Remainder Trusts, Charitable Lead Trusts and Pooled Income Funds that will benefit the school in the future while providing tax benefits and income for the donor immediately and over time.

 

RETIREMENT PLANS

One of the best assets to leave to charities to avoid income and estate tax are traditional retirement plans and IRAs. You can designate St. Stephen’s School as a beneficiary to receive all or a portion of your retirement account upon your death. Your estate will receive a charitable deduction for the value of the assets distributed to the School. Since St. Stephen’s is a tax-exempt charity, your estate will pay no income tax on the distribution.

 

INSURANCE

You may donate to St. Stephen’s by making the school the owner and beneficiary of your insurance policy.

 

REAL ESTATE AND TANGIBLE PERSONAL PROPERTY

Gifts of real estate and tangible personal property such as artwork, books and manuscripts, jewelry, antiques, and collections may be donated to St. Stephen’s during your lifetime or by bequest. Tax and financial benefits depend on the asset given, as well as the structure and purpose of the gift.

 

Please contact our Development Director, Robert Holcomb, in New York at 212-505-7409 for more information.

St. Stephen's School Rome

Via Aventina 3, 00153 Rome, Italy

Tel: +39 065750605

Fax: +39 065741941

Email: ststephens@sssrome.it

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