Helping students develop into leaders and critical thinkers.
Building a foundation for college and life.
Empowering students to live up to their God-given potential.
That’s what giving to St. Andrew School in Helena does.
Your support gives students the unique St. Andrew experience through activities and programs, bridges the gap between tuition and the actual cost to educate each student, and
supports our dedicated faculty and staff.
With your financial gift, you place a high-quality, Catholic education in the hands of students who are ready to work toward their God-given potential. Your donation isn’t just monetary support – it’s an investment in the future.
Are you ready to help?
Whether you choose to give an annual gift to our St. Andrew Fund or a planned gift to the school, there are many ways to support St. Andrew School.
St Andrew School is a non-profit 501(c)3 corporation. Donations made to the school are tax deductible to the extent allowable by law. The Federal Tax Identification Number is 81-0506955.
Make your gift online today.
Checks are the simplest donation and provide immediate benefits. Your gift can be made outright or fund many life income arrangements. Gifts of cash include currency, personal checks, money orders, credit cards and wire transfers. Checks should be made payable to St. Andrew School and should be mailed to:
PO Box 231, Helena MT 59624
Any pledged gift must be evidenced in writing and must include a timetable as to when and how the gift will be made. Pledge payments should not exceed three to five years, although exceptions may be granted by St. Andrew School staff.
Gifts of Appreciated Assets (Stocks/Bonds/Mutual Funds)
One of the simplest gifts is to use Appreciated Assets, often low-yield and in a well-timed manner, to make either outright gifts to the parish campaign account or to fund a charitable life income plan like a charitable remainder trust. If the donor uses an appreciated capital asset held at least one year to fund a charitable plan, any charitable deduction will be based on that asset’s full fair market value. The potential sale of appreciated assets can be the “triggering event” that causes individuals to seriously consider a charitable arrangement.
There may be significant advantages in these plans: both capital gains and income tax savings, higher returns from investing a balance undiminished by taxes and tax-deferred diversification. Please contact your advisor for more information.
Stocks and Securities – do we offer/accept this and what forms do they need to complete?
Planned and Estate Gifts
Estate and other planned gifts, such as bequests and trusts, are most welcome and appreciated. Sample ways to make a planned gift include:
Bequests Under Wills
Most planned gifts are made with the simplest form of gift: a bequest under your will. Your attorney can prepare the necessary document (this also may be done through a beneficiary designation on bank or investment accounts).
Gifts of Life Insurance
Donors may assign an existing policy no longer needed for its original intended purpose. Upon the donor’s death, the proceeds will be added to the parish campaign account. A donor may also purchase a policy and name St. Andrew School as the owner and/or beneficiary. Upon your death, the proceeds will be sent to the school on your behalf. Please contact your insurance agent for more information and please also let St. Andrew School know of your wishes.
Use of Retirement Plan Assets
For many friends of the school their IRA or other qualified retirement plan represents a major family asset. Federal income tax law changes now allow IRA owners age 70½ or older to take an annual tax-free distribution of up to $100,000 and donate it to charity. To make such a gift, it is important not to withdraw funds prior to making a gift. Instead, funds should be distributed directly from an IRA to St. Andrew School. In order to make a qualified gift on an IRA to the capital campaign, the following conditions must be met:
– The donor must be at least 70 ½ years of age;
– The gift must come from an IRA (not a TSA or 401(k));
– The gift is a direct transfer to St. Andrew School and not a disbursement to the donor; and
– There is a $100,000 aggregate limit for all direct IRA transfers to charity.
Charitable Remainder Trust
Charitable Remainder Trusts have two forms: annuity trust or unitrust. An annuity trust pays a fixed percentage rate for the entire term of the trust to the donor for life and the remainder to the school account. The term cannot be varied, nor can additional assets be added to the trust.
A charitable remainder unitrust is currently the most popular vehicle for larger gifts. It pays the donor the stated percentage return based upon the value of the assets, which are revalued on an annual basis at the end of the calendar year. Upon the donor’s death, the remainder goes to the school account. Please contact your attorney or financial advisor for more information.
Gifts of real estate will be handled on a case-by-case basis. If you would like St. Andrew School to consider a gift of real estate, please contact Doug Tooke, Head of School on 406-449-3201.
(It is the responsibility of the donor to consult with a tax advisor or attorney to determine tax deductibility. A tax substantiation letter will be provided.)
Many companies have a matching gift plan to encourage employee philanthropy. Often they come with restrictions that must be adhered to in order to qualify. Please be aware many companies exclude religious organizations. If you are considering a matching gift, please obtain the application from your company to see if gifts to the campaign would be eligible for a match.