Susan and Jim Finn
“St. Charles has been a continuous thread weaving through my family’s life together for over 50 years. It continues to be a source of community enrichment and personal friendships. Susan and I are very serious about our commitment to St. Charles. We review our current and estate gifting on a regular basis. St. Charles has always been very high on our list of priorities. As the centennial year of the school approaches, I believe it is timely and appropriate to look back at our deep history—to mark our past accomplishments—and to help to ensure our future. Susan and I are proud to include St. Charles in our current and future plans and hope that like-minded friends will join us as we navigate the future.”
—Jim and Susan Finn
Borromean Society Members
Take the Next Step
For more information on how you can support St. Charles through a gift in your estate plan like the Finns, contact Dan Tarpy at 614-374-6233 or [email protected] today.
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.