Estate and Planned Giving

Our Mission  As a community we seek to remain faithful to the guidance of the Holy Spirit and to our authentic Benedictine tradition and heritage of apostolic and monastic zeal.  This zeal gives witness to God’s love revealed in Christ and in those who serve God by seeking him in the “school for the Lord’s service.”

Our Philosophy   The purpose of St. Bernard Preparatory School is to help a student become intellectually alert, socially responsible, physically healthy, and spiritually aware.

St. Bernard Prep invites you to consider a planned giving gift in the form of leaving St. Bernard as part of your will, a gift of real estate or one of the following types of planned gifts:

Type of Planned Gift Possible Benefits to the Donor Benefits to St. Bernard
IRA/Retirement Account
  • Gain income tax savings
  • Reduce estate tax
  • Avoid income tax on assets
A secured donation for future needs
Gift Annuities
  • Upfront tax deduction
  • Income stream for life
  • Avoid Capital Gains Tax
A secured donation for future needs
Charitable Trusts
  • Upfront tax deduction
  • Income stream for term of years
  • More control over gift
  • Ability to increase trust amount
A secured donation for future needs
Bequests
  • Does not impact current income
  • Can reduce estate tax for heirs
Provides future cash gift
Life Insurance or
Pay-on-Death Accounts
  • Does not impact current income
  • Can reduce estate tax for heirs
Provides future cash gift

For more information contact:  Fr. Marcus Voss, OSB

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