Gift Giving Strategies
As the end of the year approaches, you may be considering a financial contribution to St. Louis University High. The links below are available as a resource for you as you consider the best avenues for your philanthropic giving.
Note: The information below is for reference only. Please consult your tax advisor to understand your specific situation.
- Gifts of Marketable Securities
- Gifts of Cash/Check/Online Donations
- Gifts from an IRA Distribution
- Gifts that produce income
- Matching Gifts
Gifts of Marketable Securities
Using publicly-traded stock to make a gift to St. Louis University High School can be a tax-wise method of giving, especially if the stock has appreciated in value since you acquired it.
Giving appreciated stock saves you tax dollars in two ways: First, you will receive an income-tax deduction for the current value of the stock. This value is the average of the high and low trading price on the transfer date. Second, you avoid paying the tax on the capital gain of the stock.
CLICK HERE for transfer instructions.
So that we can be sure to accurately match the donation to you, please alert us that you have made a gift of stock by contacting:
Amanda Antony, Gift Specialist
(314) 269-2084 | aantony@sluh.org
Gifts of Cash/Check/Online Donations
Gifts from an IRA Distribution
The Internal Revenue Service allows individuals over 70 ½ to make contributions directly from their IRA, up to the lower of the annual minimum distribution (RMD) or $100,000.
With the changes in the tax laws affecting 2018, many individuals will no longer itemize.
Those individuals using an RMD from their IRA will receive the reduction in taxable income whether they itemize or not.
To make a gift from your IRA, contact your IRA custodian and ask that your distribution be a charitable rollover to SLUH and include your name and address in the transfer.
For more information, contact:
Melissa Jones, CFRE, Vice President of Institutional Advancement
(314) 269-2186 | mjones@sluh.org
Gifts that produce income
Charitable Gift Annuities (click here for more information) and Charitable Remainder Trusts (click here for more information) allow donors to support St. Louis University High School and feel confident that they have dependable income in their retirement years.
For more information, contact:
Melissa Jones, CFRE, Vice President of Institutional Advancement
(314) 269-2186 | mjones@sluh.org
Matching Gifts
Many companies offer a Corporate Matching Gifts program to encourage their employees to be charitable. Click here to see if your company matches gifts.
If you have any questions or want to alert SLUH to a Matching Gift you have requested, contact:
Amanda Antony, Gift Specialist
(314) 269-2084 | aantony@sluh.org
Information
SLUH operates on a July 1-June 30 fiscal year.
If you have questions, please contact the Advancement Office at (314) 531-3062.