PLANNED GIVING

Planned gifts refer to estate assets dedicated to supporting long-term goals. Those who include St. Petersburg Catholic High School in their wills, bequests, or other estate plans—such as life insurance policies, annuities, or remainder trusts—become cherished members of the Baron Legacy Society. Their contributions are essential to securing the future of our school.

Many planned gifts take the form of trusts, like Charitable Lead or Charitable Remainder trusts, crafted by an attorney and set up with a bank or trust company. However, there are also simpler planned giving options, such as endowment funds and charitable gift annuities.

Members of the Baron Legacy Society have formally indicated their intention to support St. Petersburg Catholic High School through their estate plans. Planned giving is not only a profound gesture of generosity but also offers tax benefits. To learn more about arranging a planned gift and its personal advantages, please consult with your financial planner or accountant.

If you have made arrangements for a gift to St. Petersburg Catholic, in your estate planning and wish to be listed as a member of the Baron Legacy Society, please contact Robert Yevich, Director of Advancement, via e-mail at ryevich@spchs.org or phone  at (727) 344-4065.