Planned Giving

Honor the Past, Support the Future

Creating your legacy through gift planning with St. Mary's Lynn will generate the financial resources necessary to sustain St. Mary's Lynn and the transformative, STEM-based, Catholic education for generations to come.

Gift Planning offers you the opportunity to use financial, estate, investment, and philanthropic options to help meet your current philanthropic goals and extend your generosity well into the future. A planned gift can also protect your assets, provide for your family, and guarantee you income for life.

Join the ranks of St. Mary's supporters who have committed to ensuring the long-term sustainability of our school. We are ready to work with you to establish a plan that is right for you and your family’s financial, tax, and estate planning needs.

Leave a Legacy with Planned Giving

 

Make a Lasting Impact

By including St. Mary's in your estate plans, you can ensure that your values and passions continue to make a difference for generations to come. Planned giving offers a unique opportunity to create a lasting legacy and support our mission in a way that aligns with your financial goals and personal values.

What is Planned Giving?

Planned giving involves arranging a donation to St. Mary's Lynn as part of your financial or estate plan. These gifts can be made through various methods, such as bequests, charitable trusts, or gifts of retirement assets. Planned gifts often provide significant tax advantages and allow you to leave a meaningful impact on the causes you care about.

Why Planned Giving?

  • Leave a Legacy: Your gift helps ensure that our work continues long into the future, creating a lasting legacy in your name.

  • Tax Benefits: Planned gifts can provide significant tax advantages, including deductions and reductions in estate taxes.

  • Flexibility: Many planned gifts can be modified to suit changing circumstances, giving you control over how and when your gift will be realized.

Join Us in Building a Brighter Future

Your generosity today creates a lasting impact tomorrow. Thank you for considering St. Mary's as part of your legacy.

Ways to Give

There are several types of planned gifts you can make to St. Mary's Lynn, depending on your personal estate planning and tax planning needs.

IRAs

If you are 70 1/2 years old or over, a qualified charitable distribution (QCD) from your IRA directly to HLS can be an advantageous way to give.

Bequests and Trusts

Testamentary gifts by will and by inclusion in trusts, provide important support for St. Mary's and ensure its long-term financial strength and ability to continue on its mission.

Blended Gifts

Blended gifts simply refer to a combination of giving strategies—often, a current donation combined with a gift designed to be executed sometime in the future. 

Gift Annuities

A gift annuity is an irrevocable contract in which St. Mary's Lynn promises to pay you a certain sum annually in exchange for your gift. This sum can be designated to up to two beneficiaries.

Charitable Remainder Trusts

Charitable remainder trusts are a wonderful way to make a gift while preserving or creating an income stream for yourself from the donated assets. They also allow you to diversify income sources while reinvesting 100% of the amount contributed to your trust because the trust is tax-free and funding assets are free of capital gains tax.

Charitable Lead Trusts

Charitable lead trusts are a great way to make current gifts to St. Mary's while creating a way to transfer assets to your heirs in the future or, in some circumstances, having the assets revert to you.

Gifts of Appreciated Securities

By donating appreciated securities to St. Mary's, you not only avoid paying capital gains tax but also receive a full fair market value tax deduction for your gift.

What Does Planned Giving Support?

  • The Annual Fund, that ​provides unrestricted gifts for broad and immediate impact, allowing St. Mary's to focus on the greatest needs. 
  • Scholarships that help make a St. Mary's education accessible and affordable to all who want to enroll regardless of a family's financial ability. 
  • Endowment that provides St. mary's a solid foundation to ensure growth for years to come.
  • Special Projects that allow St. Mary's to address emerging topics in the education profession and prepare students for real-world issues.

Contact the Office

For any questions about making a planned gift to St. Mary's Lynn, please contact:

Jamie Gigliotti
Executive Director of External Affairs
781-586-2018
jamie.gigliotti@stmaryslynn.com