Give

Leave Your Legacy

Charitable Lead Trust

 


How It Works

  • You contribute securities or other appreciated assets to a Charitable Lead Trust. Our suggested minimum gift is $1,000,000.
  • The trust makes annual payments to St. Andrew's Episcopal School for a period of time.
  • When the trust terminates, the remaining principal is paid to you or heirs.

Benefits

  • Income payments to us for a term reduce the ultimate tax cost of transferring an asset to your heirs. 
  • The amount and term of the payments to St. Andrew's Episcopal School can be set so as to reduce or even eliminate transfer taxes due when the principal reverts to your heirs.
  • All appreciation that takes place in the trust may go tax-free to the individuals named in your trust.


Explore More Gift Options

Charitable Bargain Sale →

Provides cash to meet obligations, or an income stream.

Retained Life Estate →

Use your home to make a gift, but still live there.

Charitable Lead Trust →

How can you preserve your businesses' value for your family?

Contact Us

Planning your estate and legacy for future generations, including your charitable interests, takes careful evaluation. Consulting with the appropriate professionals can assist you in making informed decisions.

David Pivirotto CAP®
Associate Director of Advancement
St. Andrew's Episcopal School
301-983-4725
dpivirotto@saes.org

A Culture of Philanthropy

You can make your charitable contribution to St. Andrew’s by choosing any of the following payment options below.

Methods of Giving

List of 7 items.

To learn more or make a gift, please contact the Advancement Office at 240-477-1704. 
Did you know? You can give more for less by donating appreciated assets! Click here to learn more.
St. Andrew’s Episcopal School is a private, coeducational college preparatory day school for students in preschool (Age 2) through grade 12, located in Potomac, Maryland.