A planned gift, sometimes called a deferred gift, is one that will not be realized until some future date. It may be a bequest, a life insurance policy, a charitable gift annuity or charitable trust, or a gift of retirement plan assets. A planned gift can help build Prep’s endowment, provide for loved ones and create tax benefits for you or your heirs.
CARITAS (KAR·E·TAS), NOUN, FROM THE LATIN: CHARITY, UNSELFISH LOVE; LOVE OR KINDNESS ESP. WITH NOTION OF GENEROSITY
Since its founding, Santa Fe Preparatory School’s growth can be traced to the extraordinary contributions of its alumni, trustees, parents, grandparents, and friends. The CARITAS Society, established by the School’s Board of Trustees in 2003, recognizes those who wish to remember Santa Fe Prep by testamentary provision in their will or estate plan. The Society, which is an honorary organization, recognizes those individuals who have made a deferred gift to the School. Besides enabling the School to thank these donors, it encourages them to tell us of their plans and encourages others to make similar gifts to ensure Prep’s future.
Membership in The CARITAS Society is open to those who have made bequest provisions or planned gifts in the form of charitable trusts, real estate, or life insurance. Membership in the society is for life.
Santa Fe Prep will express its gratitude to CARITAS Society members periodically with a special event in their honor, and their names will be published in the Annual Report.
After you have provided for the financial security of your family and loved ones, and have considered the full range of your philanthropic commitments, we respectfully ask that you consider how Santa Fe Preparatory School might fit into your estate plans.
If you have already named Prep in your estate plans, or if you are interested in more information about tax-wise charitable giving, please contact:
khatier-riess@sfprep.org
Director of Advancement