Planned giving offers many benefits to you while also allowing you to support St. Anne School’s commitment to Catholic values and academic excellence.

 

Planned Gifts are created through various financial instruments customized for your specific intentions and financial needs. With the guidance of St. Anne School staff and consultation of your attorney and financial planner, you can identify the planned giving strategies that best suit your needs. Your planned gift to St. Anne School can be funded with cash, retirement assets, life insurance, securities, tangible personal property, and real estate while providing you and your estate with income and tax advantages, including:

Tax savings for the charitable gift value
Avoiding capital gains taxes on certain securities, retirement accounts and real estate
Lifetime income for you or your beneficiaries
Increased income from low-yield assets
Reduced or eliminated estate taxes

 

Regardless of your income level, you can make a contribution to St. Anne School by planning a donation through your:

Will or Bequest
Direct beneficiary designation of your 401K, 403B or other estate retirement plan
Individual Retirement Account (IRA) as a planned gift or during the lifetime of some donors (click here for more information)
Charitable Gift Annuity
Gifts of Life Insurance
Charitable Remainder Trust or Charitable Lead Trust
Gift of Real Estate or personal property

 

Directing Your Gift
After consulting with St. Anne School to confirm that the school can accommodate your intent, you can direct how the funds from your planned gift will be used by our school. Your gift can be used to support the programs at the school that are most important to you.

 

If you would like to know more about making a planned gift to benefit St. Anne School, please contact:
Mrs. Talarie Bilharz, Principal 
St. Anne School
1112 North Brinton Avenue, Dixon, IL 61021
Phone: 815-288-5619 
Email: [email protected]