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Endowment Fund Opportunities

Outright Gift: Make a cash gift or transfer securities or property to the St.Stephen’s Permanent Endowment Fund.

Bequests: Bequests offer an excellent opportunity for you to make a significant gift to the St. Stephen’s Permanent Endowment Fund. You may designate in your will a specific bequest amount or a percentage of your estate.

Life Insurance: Make the Endowment Fund the primary beneficiary or the contingent beneficiary of an existing life insurance policy.

Charitable Remainder Trust: Place money, securities or property in a charitable trust and receive an annual income for life. The donor may designate The Endowment Fund to be the remainder beneficiaries. The donor receives an immediate substantial charitable tax deduction determined by the market value of the assets placed in the trust and the donor’s age at the time of the gift.

Charitable Gift Annuity: A charitable gift annuity can provide a guaranteed income for life and the assurance that the remainder will go to the Endowment Fund. Gift annuity agreements contain standard annuity rates which vary with the donor’s age. A confidential estimate of benefits and tax consequences will be prepared at your request. There are significant tax benefits in a single life or a two-life charitable gift annuity.

Additional information on Endowment Fund Opportunities is available HERE or contact Jim Allison, Chair of the Permanent Endowment Committee (703-323-8132).