Planned Gift Notification Form

Let us know about a gift in your will or trust

Members of The Heritage Society have made a provision to support Saint Mary’s School in their wills, a trust, or other estate plan through one or more life-income gift arrangements, or by some other deferred gift plan which will ultimately benefit the school. To ensure your future gift is used in line with your wishes, please share as much detail with us as possible.

More importantly, we want to say thank you for considering our work as a part of your legacy, and your planned gift notification to Saint Mary's allows us to acknowledge your generous legacy planning. We know that life circumstances can change and you may need to alter or reconsider your gift in the future. That’s all right — reporting your gift today does not obligate you now nor in the future.

Tell us a little about you.

Enter your name and email to get startedrequired

First Name

Middle (optional)

Maiden (optional)

Last Name

Suffix (optional)

Enter your birth daterequired

Must contain a date in M/D/YYYY format

HS Class Year

College Class Year

Enter "other" relationshiprequired

Email Addressrequired

Mobile Number

Home Number

Street Addressrequired

Cityrequired

State/Provincerequired

Postal Coderequired

Enter Your Country (US or other)required

Enter Provincerequired

Provide a few details about your planned gift.

By sharing details of your planned gift, you'll ensure your future gift delivers the legacy you want. The information that you share here is nonbinding and will only be used to welcome you to our Heritage Society. You can still alter your gift directly in your will or trust at any time, and communicate changes with Saint Mary's School at any time.

Did you gift a percentage of your estate, a set dollar amount, or something else?required

What is the current estimated value of your gift?required

What dollar amount did you gift?required

Tell us more about the gift of real estate or tangible personal property (assets).required

Is there a specific vehicle from which we will receive this gift?required

Bank Account (SMS is a beneficiary)

Bequest in Will/Trust

Brokerage Account (SMS is a beneficiary)

Donor Advised Fund Assets

Life Insurance (SMS is a beneficiary)

Retirement Account (SMS is a beneficiary)

Charitable Lead Trust

Charitable Remainder Trust

Enter name of existing Scholarship Fundrequired

Enter the name for this new Scholarship Fund you wish to create.required

Enter name of existing Program Support Fundrequired

Enter the name for this new Program Support Fund you wish to create.required

Indicate where/how you would like your gift used. We will make every effort to support the area you indicate wanting to support.

Would you like your name listed as part of Saint Mary's Heritage Society in publications?required

Yes, I am okay with public regognition.

No, I would prefer to remain anonymous.

Upload a copy of your Will, Trust, or other documentation you wish for us to have.

Attach up to 1 file with a maximum size of 10MB

No file chosen

Provide a few details about your Executor.

What is the name of your Executor?

Prefix

First Name

Middle

Last Name

Suffix

What is your Executor's email address?

What is your Executor's phone number?

Thank you for adding Saint Mary's School to your estate plan and notifying us of your wishes.

Click the submit button below to complete your notification to Saint Mary's School.

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