Gifts of publicly-traded securities can be a tax-wise method of giving. You may claim a charitable tax deduction based on the gift’s full fair-market-value (average of the high and low trading price on the transfer date) of the security and avoid paying capital gains tax on the security if it has appreciated since you acquired it.

CLICK HERE for transfer instructions.

If you plan to initiate a securities transfer to SLUH, please contact us so we can assure the transfer is complete and the gift is attributed to the appropriate donor.

Amanda Antony, Gift Specialist
(314) 269-2084 | aantony@sluh.org

​A donor-advised fund (DAF) is a charitable giving vehicle that allows donors to make charitable contributions at any time, with an immediate tax benefit, while maintaining flexibility on timing for grants.  

You transfer cash or other assets to a tax-exempt sponsoring organization such as a public foundation. You can then recommend-but not direct-how much and how often money is granted. In addition, you avoid the cost and complexities of managing a private foundation.

In return, you qualify for a federal income tax charitable deduction at the time you contribute to the account. This also allows for a centralized giving and record-keeping system in one location.

For more information, contact:
Linda Domeyer, Director of Leadership Giving
(314) 269-2113 | ldomeyer@sluh.org

Checks can be made out to "SLUH" and mailed to:
St. Louis University High
Attn: Advancement Office
4970 Oakland Avenue
St. Louis, Missouri 63110

If you have questions or need assistance, please contact:
John Penilla '99, Director of Annual Giving
(314) 269-2170 | jpenilla@sluh.org

Under the CARES Act, required minimum distributions from IRA’s (recently changed to those who are 72 or older) have been waived for 2020. 

If you are 70 ½ or older, you can still make a charitable gift of up to $100,000 from your IRA and exclude that amount from taxable income or name a charitable organization as a beneficiary. 

To make a gift from your IRA to SLUH, contact your IRA custodian and request that a Qualified Charitable Distribution be made to SLUH.

For more information, contact:
Linda Domeyer, Director of Leadership Giving
(314) 269-2113  |  ldomeyer@sluh.org

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:
Linda Domeyer, Director of Leadership Giving
(314) 269-2113 | ldomeyer@sluh.org

If your employer sponsors a matching gift program, you can easily increase the impact your gift will have at SLUH. Check with your HR department to see if matching gifts are available to you and, if so, how to proceed following your company's guidelines.

Questions and completed Matching Gift forms may be directed to:

Amanda Antony, Gift Specialist
(314) 269-2084 | aantony@sluh.org

St. Louis University High
4970 Oakland Avenue
St. Louis, MO  63110

SLUH’s Named Scholarship Program provides an opportunity to give the gift of SLUH to future generations of students. It enables donors to honor and recognize significant individuals, such as alumni, faculty, or family by creating an endowment from which the earnings will be utilized to provide financial aid to SLUH students.

Currently, a fully endowed scholarship, meaning that on average the endowment principal should earn enough to provide one tuition annually, requires an investment of $300,0000. This is based on an estimated 5.75% return. This target amount will increase periodically as the cost of tuition increases. Benefactors can protect against the increase by completing a pledge form that states the intention to fully meet the current goal within five years.

To partially endow a scholarship, the minimum contribution is $30,000.

For more information, contact:
Linda Domeyer, Director of Leadership Giving
(314) 269-2113 | ldomeyer@sluh.org

Life insurance can be a very effective means to support SLUH, especially if your family no longer needs the policy.  There are several approaches to making a gift of this type:

Revocable Beneficiary Designation
You can name SLUH as a partial or full beneficiary of a life insurance policy.  You will retain full control of the policy during your lifetime, and the school will receive the insurance proceeds at your death. Your estate will receive a charitable estate tax deduction for the amount of the gift provided to SLUH upon your death.

Gift an Existing Policy on Which Premiums Are Still Being Paid
You may also gift a life insurance policy on which premiums are still being paid by irrevocably transferring ownership of the policy to SLUH.  You may receive a charitable income tax deduction if the policy has cash value. Since SLUH will be required to pay the remaining premiums on the policy to prevent it from lapsing, you will make an annual tax-deductible gift to the school that is equal to the premium owed, and SLUH will make the premium payments to the insurance company.  

Give a “Paid -Up” Life Insurance Policy
You may transfer ownership of a paid-up life insurance policy (one on which you no longer are required to make premium payments) as an irrevocable gift to SLUH.  You may receive a charitable income tax deduction 

Gift a New Policy
Creating a new policy with SLUH as owner is a great way to provide long-term support to SLUH that is exponentially larger than your original investment. You would work with SLUH to take out a new insurance policy and naming SLUH as owner at the time the policy is issued.  You would make tax-deductible contributions equivalent to the premium payments each year to SLUH to keep the policy in force. SLUH would then make the premium payments to the insurance company. 

If you have made such a provision for your life insurance, please advise us so you can be included in SLUH’s  Backer Heritage Society.

For more information, contact:
Linda Domeyer, Director of Leadership Giving
(314) 269-2113 | ldomeyer@sluh.org

Naming SLUH as beneficiary of your retirement plan, life insurance policy or commercial annuity is simple and you retain the right to change or amend the beneficiary designation. Donating these assets is an excellent tax-planning strategy since distributions to SLUH are not subject to income and estate classes. Distributions made through beneficiary designations are not subject to probate. It is also possible to designate SLUH as beneficiary on bank and brokerage accounts through a transfer on death designation. 

If you have made such a provision, please advise us so you can be included in SLUH’s  Backer Heritage Society.

For more information, contact:
Linda Domeyer, Director of Leadership Giving
(314) 269-2113 | ldomeyer@sluh.org

You may leave a legacy at SLUH by naming the school in your will or trust. You may designate a specific dollar amount, a percentage of the estate or a specific asset. Giving through your will or trust enables you to specify the purpose of your gift, add to an already established scholarship and can reduce your estate taxes by generating a charitable estate tax deduction. 

If you have made such a provision, please advise us so you can be included in SLUH’s Backer Heritage Society.

For more information, contact:
Linda Domeyer, Director of Leadership Giving
(314) 269-2113 | ldomeyer@sluh.org

Making a gift in memory of somebody who has passed away or in honor of a loved one celebrating a special occasion such as a birthday is a beautiful way to celebrate the connection between the person you are honoring and St. Louis U High. SLUH will inform the person you wish to honor, or the family of the one you wish to remember, of your gift.  

For more information, contact:
Amanda Antony, Gift Specialist
(314) 269-2084 | aantony@sluh.org

Additional information and resources pertaining to estate planning are available at our dedicated planned giving website - plannedgiving.sluh.org.