SECURITIES GIFTS AND PLANNED GIVING
Gifts of appreciated stock, treasury bonds, dividends from mutual funds, and IRA distributions, etc. are a fantastic way to give to St. Bart’s! The long term benefits for the school create a lasting gift for future generations.
Please first contact your financial advisor to discuss your particular investment wishes and the associated tax implications, and then contact Ms. Neda Ghassebeh, Director of Development, at firstname.lastname@example.org or at 301-229-5586, ext. 12 to further discuss the procedure for such donations.
There is truly no better way to ensure that St. Bartholomew Catholic School will continue to thrive for the next generation than by committing to a donation through planned giving.
You can become one of these generous donors by making a future gift to St. Bart’s through your will or estate plan. Gifts such as these range from a specific amount or a percentage of your estate. You can also name St. Bart’s as the beneficiary of your IRA, life insurance policy or 401K. Contact Ms. Neda Ghassebeh, Director of Development, to discuss this option further and obtain the necessary information to facilitate this type of donation.