Gift in Your Will or Living Trust
Deepen Your Connections
You want to leave money to St. Charles Preparatory School in your will. You also want the flexibility to change your will in the event that life circumstances change. You can do both.
In as little as one sentence, you can complete your gift. This type of donation to St. Charles in your will or living trust helps ensure that we continue our mission for years to come.
See How It Works
An Example of How It Works
Meet Tom and Martha. When they got married and created a will, they included a $75,000 gift to their alma mater. As the family grew to include three children, Tom and Martha decided to revise their gift to ensure their children's future financial security.
They met with their attorney and revised the gift language so that their alma mater received a percentage of their estate, instead of a specific amount. Tom and Martha now rest easy knowing their plans will provide for the people and charitable work they love.
- Contact Dan Tarpy at 380-209-2222 or [email protected] for additional information on bequests or to chat more about the different options for including St. Charles in your will or estate plan.
- Seek the advice of your financial or legal advisor.
- If you include St. Charles in your plans, please use our legal name and federal tax ID.
- Complete the Confidential Bequest Notification Form.
Legal Name: St. Charles Preparatory School
Address: 2010 E. Broad St. Columbus, Ohio 43209
Federal Tax ID Number: 31-4379501
Information contained herein was accurate at the time of posting. 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 any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. California residents: 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. Oklahoma residents: 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. South Dakota residents: Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.