Planned giving allows almost any individual to provide a gift to St. Margaret’s Episcopal School while carrying out his or her own financial goals. Through planned giving, donors may find that they are able to make a more generous gift to St. Margaret’s while receiving financial benefits such as increased current income, tax savings, avoidance of capital gains tax, and reduced estate settlement costs. St. Margaret’s offers a full range of charitable planning options including:

• Charitable Remainder Unitrusts
• Charitable Remainder Annuity Trusts
• Charitable Lead Trusts

• Pooled Income Fund