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Planned Giving
Giving

Planned Giving

Beyond providing for the School’s immediate needs through gifts to the Annual Fund, we depend on our faithful and generous donors to help carry Saint James’ tradition of excellence into the future. Our challenge is to provide secure financial investments to support the School’s outstanding faculty, to maintain its beautiful campus, to assist its worthy students, and to support its innovative programs.

Transformational gifts to the School’s endowment and deferred gifts made through our estate and financial plans will ensure that Saint James will be as strong tomorrow as it is today.

Become a member of the Fountain Rock Society.
The Fountain Rock Society recognizes donors who have committed to support Saint James through a planned (deferred) gift.

Following are several common examples of financial vehicles that can contribute to the fulfillment of our mission:

Bequests

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Gifts of Retirement Funds

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Charitable Gift Annuities

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Charitable Remainder Trusts

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Charitable Lead Trusts

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Life Insurance

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Planned Giving Form
Please click here to view the Planned Giving Form
Fountain Rock Society
  • The Fountain Rock Society recognizes individuals who have designated Saint James School as a beneficiary in their will and/or estate plan. Members demonstrate remarkable foresight and generosity in ensuring their legacy through a planned gift to Saint James. Gifts through this society include trusts, life and other insurance policies, Charitable Remainder Trusts, Charitable Lead Trusts, IRA Charitable Rollovers, and additional funds which enable donors to structure a gift to provide tax and financial benefits to themselves and to the School. Learn more.
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