Contact
Info Mrs. Meridith Bolado Director of Advancement
301.657.4322 Ext. 352
FAX: 301.913.0380
A Planned Gift is charitable giving that involves estate and
financial planning. There are many ways for you to give a planned gift to Stone
Ridge, most of which provide long term tax advantages while continuing to
support our Sacred Heart legacy. It is important that you are aware of your
options so that you might make a gift with assets most suited to your own
financial situation. Of course we urge you to contact your financial planner or
tax advisor for the best and most current information.
Cash Cash gifts are made though a single payment or a pledge over a period of
years. Cash gifts are a valuable means of support as they are immediate and
liquid and help us meet our most pressing needs.
Bequests Wills provide many donors an excellent opportunity to support Stone
Ridge. You may bequeath a fixed percentage of your estate or a specific amount
to support our mission. When you notify us of your intentions you will become a
charter member of the Hic et Nunc Society*.
Charitable Remainder Unitrust (CRUT) A charitable remainder unitrust is a
custom designed and individually managed trust that enables you to retain a
variable income for your lifetime, claim a current income tax deduction and make
a gift to Stone Ridge.
Charitable Remainder Annuity Trust (CRAT) A charitable remainder annuity trust
is similar to a CRUT with the exception that the income you receive from it is
fixed and not variable. All of the other benefits apply.
Charitable Lead Trust Donors may make a gift in trust and provide that the
trustee shall pay an income to Stone Ridge for a fixed period of years and
further provide that at the end of the period the trustees will transfer the
property to children, grandchildren or other specified persons. This gift
preserves assets for your heirs.
Life Insurance and Retirement Policies Gifts of Life Insurance which are no
longer needed benefit the endowment and are fully deductible. Stone Ridge
encourages the gift of paid up policies. In the case of new policies, Stone
Ridge must be both the owner and the beneficiary. Retirement accounts such as
401K’s can also be a donation vehicle.
Securities Appreciated securities are a wonderful form of asset to use when
making a charitable donation to Stone Ridge. An outright gift of appreciated
securities entitles the donor to an income tax charitable deduction for the fair
market value of the appreciated security plus, in many cases, an avoidance of
capital gains tax. Stock is never held by Stone Ridge. It is sold immediately
and the cash distributed according to donor intent.
Gifts of Real Estate and Tangible Personal Property Stone Ridge welcomes gifts
of Real Estate and Personal Property. It is always advised that you speak with
your own tax professional to ascertain the tax benefits of your gift.
*Hic et Nunc Society is the bequest recognition society at Stone Ridge.
Translation of the Latin is Here and Now and is the Stone Ridge motto. We
have organized this society to continue to celebrate your generous gifts, here
and now. If you have already made plans for Stone Ridge in your will, please
notify us so that you are included
in our bequest recognition society.