The Ultimate Gift - a Bequest in Your Will

Friends of St. Anne's-Belfield School often seek to perpetuate their support for the School's mission. A bequest is a simple and effective way to continue your contribution to the School beyond your lifetime. A bequest uses resources that are no longer needed for yourself, to achieve your aspirations for the School:

  • Endowing one’s annual gift in perpetuity.
  • Providing general endowment for future needs not yet imagined.
  • Underwriting the critical needs of the School.

Bequests are the most common planned gift, with almost universal appeal. A bequest to the School may well suit your needs, if:

  • You have a will or revocable trust, or are ready to create one.
  • You want to give while ensuring that your family is taken care of first.
  • You wish to keep your options open should you wish to change your mind.
  • You seek to lessen any possible estate tax.

Your bequest to the School's endowment will ensure that St. Anne's-Belfield will thrive—and its mission will flourish—regardless of economic fluctuation or unforeseen events. A bequest gift is easy to make with an attorney's help. Bequest provisions can be written to suit your exact inclination, whether that is to give the School:

  • A particular percentage of the estate’s value.
  • A specific dollar amount.
  • A particular item of property such as real estate or stock.

Any information concerning giving options or their tax benefits, on this website or otherwise, provided by St. Anne's-Belfield School is of a general educational nature only and does not constitute, or substitute for, legal advice. Please seek competent legal advice regarding how any gift to the School might affect your personal situation.