Deferred or planned gifts are received by the St. Thomas More Catholic High School Foundation. They include a bequest in a will, a charitable remainder trust, a gift annuity, a gift of real estate, a gift through a retirement plan designation, or a gift of life insurance.
Planned gifts may allow you to make larger gifts than you otherwise could out of your current assets. Depending on how a planned gift is set up, it may also let you receive a stream of income for life, earn higher investment yield, or reduce your capital gains or estate taxes. You should consult your financial advisor or insurance agent to determine the tax advantages of these options.