Saint Mary's Legacy
Saint Mary’s Legacy: Planned Giving Donors
We are deeply grateful to the following alumni and friends who have made commitments to our Lasallian Mission by including Saint Mary's in their estate plans. Through the sustaining power of their far-sighted support, the work of Saint John Baptist de La Salle—that began with the Christian Brothers in 1863—continues today. To leave a legacy that will last beyond your lifetime, include Saint Mary's in your estate plans. Contact Peter Boero '64 by Email (Click here) or (510) 559-6224.
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Mr. Peter G. Boero '64
Mr. Thomas M. Brady Jr. '80
Mr. Larry A. Brasesco '65
Mr. Thomas L. Brown '50
Mr. Richard J. Coffy, Jr. * '60
Mr. Ronald L. Douglas '61
Father Paul E. Duggan '41
Mr. Frank A. Flynn '39
Dr. Frank E. Frates, Jr. * '27
Mrs. Patricia Giambroni
Mr. John L. Griffin '54
Mr. Charles T. Hammons * '31
Mr. George Hauber *
Mr. Patrick J. Horan '37
Mr. David R. Kelly, C.P.A. '58
Mr. George W. Korte '55
Honorable Myron A. Martin * '37
Mr. Patrick W. McConahy '68
Mrs. Virginia C. Millerick *
Mr. Michael S. O'Banion * '57
Mr. Alex M. O'Mara * '30
Mr. Erwin Rehker * '33
Mr. William J. Rockett '36
Mr. John H. Scaglione * '37
Mr. Adelbert A. Sigwart, Jr. * '48
Mr. Alexander L Skermetta * 32
Mr. James K. Tresize '52
Dr. and Mrs. Theodore Tsukahara, Jr.
INCLUDE SAINT MARY’S IN YOUR ESTATE PLANS
Bequests
Leave your legacy at Saint Mary’s by including a gift to the school in your will. A bequest is one of the simplest ways to make a significant impact on the future of the Lasallian mission at Peralta Park.
Types of Bequests:
Unrestricted Bequest
This is a gift for the general needs of Saint Mary’s and the students she serves. A gift of this nature enables the school and its administration to make the most appropriate choice for the use the funds.
Restricted Bequest
This type of gift allows you to determine the impact your generosity will have on Saint Mary’s. For example, you may wish to fund a specific program such as the arts, athletics, academics or our tuition assistance program. Please contact Saint Mary’s if you wish to make a restricted bequest so that we may have a clear understand of your intentions.
Endowed Bequest
Most often used to establish scholarship funds, this type of bequest allows your impact to remain in perpetuity. The funds generated by your gift will be invested and distributed according to policies approved by the Board of Trustees.
Memorial or Honorary Bequest
This type of gift can be made in honor of or in memory of a family member, friend, or former teacher. Saint Mary’s will be honored and privileged to recognize your gift in an appropriate manner.
Gifts of Real Estate
A gift of real estate provides considerable tax benefits. You also have the option of retaining the right to occupy the property for life or even receive the income it generates.
Gifts of Life Insurance and Pension Benefits
A gift of life insurance allows you to contribute a previously acquired policy that may no longer be needed for its original purpose, and realize tax benefits. Saint Mary’s may also be named beneficiary of a life insurance policy, company pension plane or a private plan such as an IRA, Keough, or tax-sheltered annuity. Gifting of pension plan benefits helps you avoid both income and estate taxes.
Other
There are other more complex and sophisticated ways to make a planned gift to Saint Mary’s. They include: Charitable Remainder Trust, Charitable Lead Trusts, and Retained Life Estates to mention a few. Whatever your intentions it is important that you consult an Estate Planning Professional to maximize the tax benefits available to you while leaving your legacy at Saint Mary’s.
Please let us know if you have included Saint Mary’s in your will or estate plans. We want to thank and honor you properly. Hopefully others will be inspired by your generous and thoughtful example. We will recognize your gift by listing your name in the SAINT MARY’S LEGACY and designating you a lifetime member of the Saint LaSalle Society. If you wish to remain anonymous we will of course honor your request.
We appreciate your interest and support of Saint Mary’s College High School. Please be sure to contact your attorney, accountant or tax advisor for more specific information on how these ways of giving apply to your specific situation. If you have questions or desire a professional referral please contact Peter Boero ’64, Director of Advancement, at 510 559-6224 or Email Peter (Click here)