How to Give to the SMS Foundation
Saint Mary’s Catholic School has been providing quality Catholic education in Washington County, Ohio since 1896. As we look into the future, we see many challenges. The most formidable of these challenges is the continual struggle to keep tuition affordable. The school budget is presently met through a combination of tuition, church collections, and various fundraising efforts. The SMS foundation was established with the long-term goal of providing a significant annual contribution to the school budget. Careful planning of a gift to the SMS Foundation can help maximize the benefits to you and SMS. Federal income, estate and gift tax law encourages individuals and their families to make gifts to charities like the SMS Foundation.
As with all financial considerations, we encourage you to discuss potential tax advantages and other aspects of charitable giving with your attorney, tax advisor, or financial consultant. All gifts to SMS Foundation are tax deductible as stated in the IRS Code.
We Need Your Help!
Please help keep the Catholic education alive in Washington County by giving in one of the following ways:
Cash:A traditional method of giving. You may write a check to the SMS Foundation anytime.
Stocks, Bonds, and Mutual Funds:Investments are excellent ways to give, especially if their value has appreciated beyond the original cost. These gifts are excellent ways to avoid capital gains taxes.Property:Real estate, personal possessions, securities and cash can be donated to the SMS Foundation.
Insurance: This financial planning tool can yield large gifts over time at minimal present cost.
Matching Funds: If your employer has a matching funds program, your donation can be increased, even doubled, over and above your original amount.
Scholarships: To assure your impact on faith development you may establish a scholarship fund through the SMS Foundation.
Memorial Gifts: Remember a loved one by contributing to the SMS Foundation in their memory. Make your donation to recognize a special occasion or to serve as a tribute to education. Your contribution will be a living, lasting memorial because the SMS Foundation is a lasting trust and tribute to those you love through the heritage of education.
Wills and Trusts: Remember the SMS Foundation when determining the distribution of your estate. The following is suggested terminology for a gift/bequest to SMS Foundation: "I hereby give/bequeath to SMS Foundation, Marietta, Ohio (State gift or Bequest) to be used in accordance with the Foundation’s policies."