Planned Giving
Planned gifts of donor assets help ensure the future of The Scholarship Foundation. Contributions may be made during a donor’s lifetime or posthumously. The Scholarship Foundation benefits from bequests, charitable gift annuities, charitable lead trusts, and charitable remainder trusts.
Bequests
Donors can name The Scholarship Foundation of St. Louis as a beneficiary in their wills or trust agreements.
Charitable Gift Annuity
Donors can establish a charitable gift annuity with a contribution of $10,000 or more, which will be invested in The Scholarship Foundation’s Endowment Fund. In exchange, the Foundation will pay a fixed annuity to the donor for life or to one or two individuals designated by the donor for the lives of those individuals.
Charitable Lead Trusts
A donor can create a charitable lead trust with a gift of property or assets to an irrevocable trust he or she establishes by a written trust agreement. For example, the James C. Bates & Alison Bates Charitable Lead Annuity Trust helps fund the Foundation’s awards program.
Charitable Remainder Trusts
A donor can establish a charitable remainder trust to an irrevocable trust he or she establishes by a written trust agreement.
The Foundation accepts only those gifts that are consistent with its mission, operations, and guidelines. Donors are encouraged to seek their own legal and financial counsel before making planned gifts.
If you would like more information on planned giving through wills, bequests, and trusts, or would like to discuss particular giving options and ideas, please call Executive Director Faith Sandler at (314) 725-7990 or contact us.
