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Planned Giving



Planned gifts provide us with the ability to think strategically about the school's future. Generous and forward-thinking donors who leave planned gifts or a bequest intention through St. Nicholas School's Legacy Society will support our long-term success and will be long remembered. Many of these options are a win-win for you and the school. We encourage you to consult with your financial advisor to discuss the tax benefits of these options.

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Bequests.  One of the easiest ways to help involves simply naming St. Nicholas School as a beneficiary in your will and living trust. A bequest may be for a particular dollar amount or percentage of you estate. Estate tax savings may be significant. 

Life Insurance Policy and Retirement Assets. Often  overlooked by donors, naming St. Nicholas School as a partial beneficiary of these assets can provide support for the school.

Life Income Gifts. Life income gifts allow you to leave a gift in the care of St. Nicholas, while earning income for yourself during your lifetime. The two most popular life income gifts are charitable remainder trusts and charitable gift annuities.
Those who leave planned gifts become a part of our Legacy Society. Members are a special part of the St. Nicholas School donor family. They are also honored with:

  • Recognition on our website
  • Listing in the Annual Report

For more information about planned giving opportunities to St. Nicholas School, please contact:
Shannon Edmondson
7525 Min Tom Drive, Chattanooga, TN  37421-1835
423.899.1999

ST NICHOLAS SCHOOL 7525 Min Tom Drive | Chattanooga, Tennessee 37421 | ph: (423).899.1999 | fax: (423).899.0109 | [email protected]

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