Give

Leave Your Legacy

Retained Life Estate

 


How It Works

  • You transfer the title to your residence, farm, or vacation home to St. Andrew's Episcopal School and live there for the rest of your life.
  • Continue to live in the property or use it for life or a specified term of years, and continue to be responsible for all taxes and upkeep.
  • The property passes to St. Andrew's Episcopal School when your life estate ends.

Benefits

  • You can give us a significant asset but retain the security of using your property for the rest of your life.
  • You receive an immediate income tax deduction for a portion of the appraised value of your property.
  • You can terminate your life estate at any time and may receive an additional income tax deduction OR you and St. Andrew's Episcopal School may jointly decide to sell the property and prorate the sale proceeds.


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.