The St. Paul’s Endowment

Our most critical strategic asset, The St. Paul’s Endowment, is comprised of individual funds, each one a gift to the School from those deeply committed to the mission of St. Paul’s. Establishing an endowment at St. Paul’s is an investment in the future as it remains intact in perpetuity, forever supporting our faculty, staff, and most importantly, our students for generations to come. Perhaps the most rewarding aspect of establishing an endowment is that it allows you to directly accomplish your philanthropic goals while helping St. Paul’s fund its initiatives. Additionally, creating an endowment may result in tax savings or other financial benefits that may enable you to give more than you might have thought possible.

When you establish an endowment, you will select how your gift will benefit St. Paul’s, providing a sense of fulfillment as the gift is an investment in something you are passionate about. An ongoing relationship with St. Paul’s is formed once your gift is endowed and links your intentions to the tradition and the future of the school. A gift can be named to honor a person’s service to a particular area or memorialize their name. Additionally, friends and family can add to the endowment at any time to carry on the legacy you have created.

An endowed gift may take several forms, including an outright gift of cash, securities, real estate or tangible personal property. Endowments can also be created through a will, a charitable trust, retirement plan assets, or an insurance policy. Please contact Carrie Ashbee, Director of Advancement, for more information on how to make a meaningful gift to both you and the School.

Including

The 1947 Legacy Society recognizes individuals who have included St. Paul’s Episcopal School Foundation in their estate plans by providing a planned gift to the School. To make St. Paul’s a beneficiary of your will, revocable living trust, retirement plan, or your IRA account is to continue a historical path now extending 75 years. As with an outright gift to the School, you may direct your planned gift to benefit an area most important to you. Additionally, a planned gift may result in tax savings or other financial benefits that may not otherwise be possible.

ESTATE OR RETIREMENT ACCOUNT?

We invite you to join the 1947 Legacy Society, a distinguished circle of more than 60 committed families, by making a planned gift to St. Paul’s. Carrie Ashbee, Director of Advancement, stands ready to answer any questions you may have at cashbee@stpaulsmobile.net or 251-461-2185.

- MIKE STASHAK, PRESIDENT ST. PAUL’S FOUNDATION BOARD OF DIRECTORS