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Planned Giving

- Giving
  - Ways You Can Give Back to St. Mark
    
    Gap Fund
    Legacy Brick
    Matching Funds
    Merchant Programs
    Planned Giving
    
    Technology Fund
  - Special Giving Opportunities

Leave a Legacy

Making a gift for the benefit of St. Mark Catholic School after you are gone is a wonderful way to create a lasting legacy and ensure that the education and formation you and your family have received will be there for generations to come. For more information, please contact Annette Vela at 972-578-0610 or annette.vela@stmcs.net.

St. Mark Catholic School has established a permanent endowment fund at The Catholic Foundation that is uniquely ours which supports our school.

You can specify that your gift is added to our endowment or for a specific need at the school.

Easy Planning Options

Bequest from Your Will or Living Trust
You can easily make a charitable gift of a specific dollar amount, percentage of your estate/trust, a certain asset, or make the St. Mark Catholic School Endowment Fund a “residual beneficiary.” In addition to a very generous charitable gift, your trust or estate receives an estate tax deduction as well. Click here for more information on bequests and specific wording options that may be appropriate for your will or trust.

Beneficiary Designation from a Retirement Plan
By designating the St. Mark Catholic School Endowment Fund as a beneficiary of your IRA or retirement plan, you support our important work and avoid both estate and income tax. All that‘s required is to name “The Catholic Foundation for the benefit of the St. Mark Catholic School Endowment Fund” as beneficiary for a portion or all of your IRA or qualified retirement plan.

Charitable Gift of a Life Insurance Policy
You can assign whole life insurance policies and name “The Catholic Foundation for the benefit of the St. Mark Catholic School Endowment Fund” as beneficiary. In return for your generosity, in most cases you receive a tax deduction for the premiums you have paid on the policy.

If you need more advanced information about planned giving, we have partnered with The Catholic Foundation to provide you with the most up-to-date ways of fulfilling your charitable intentions. Click here to access The Catholic Foundation website or call them at 972-661-9792.