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Donations: Donating Money: Estate Gifts Make A Difference
Each year, St. Mary's Food Bank Alliance receives bequests and other planned gifts from donors with foresight to plan for the future. These loyal friends have remembered us with gifts ranging in size from a few thousand dollars to over a million. All are valued...all are appreciated. The Alan Merrett Society was formed to honor these special donors...and to encourage others to do the same. Bequests and other planned gifts support specific food bank programs, and also contribute to building endowment, ensuring the future strength of St. Mary's Food Bank Alliance.Membership in the Alan Merrett Society is extended to all those who have provided for St. Mary's Food Bank Alliance through their estate plans. Planned gifts provide ways for donors to make an important contribution to the well-being of others in our community, while benefiting from certain tax advantages.

Planned gifts of all types and sizes qualify for membership in the Alan Merrett Society. To join, donors simply declare that they have included St. Mary's Food Bank Alliance in their estate plans. Information about the specific nature or amount of the gift, when provided, is greatly appreciated. Donors may assign their contributions to designated programs or services, or make unrestricted donations to be used where the needs are greatest. Gifts directed to endowment are particularly encouraged.Contact Carrie for an enrollment packet or assistance.
Planned gifts include:
Gifts of stock or other appeciated assets:
Gifts of securities, such as stocks, bonds and mutual funds, are especially advantageous if you hold a security, such as stock, that has increased in value since you acquired it.
Bequests in wills and living trust agreements:

The simplest way of making a planned gift to the Food Bank from your estate is through a bequest in your will or trust.
Accounts In Trust

One of the simplest ways to make a charitable gift is by opening or changing the legal ownership of an existing bank account so that it is in trust for someone else, including a charity.
Life Insurance Beneficiary Designation

You may make a large charitable gift without impacting your current financial status by naming St. Mary's Food Bank Alliance as the beneficiary of a life insurance policy, even if you are still paying premiums on the policy.
Bequests of Pensions and IRAs

Qualified retirement plans, such as defined-benefit pension plans, profit-sharing plans, 401(k) and 403(b) plans, employee stock ownership plans (ESOP's), Keogh accounts and individual retirement accounts (IRAs), receive favorable income tax treatment while funds remain in the plan
Charitable Remainder Trusts

A charitable remainder trust is a qualified trust that provides for a specified distribution, trust's at least annually, to one or more beneficiaries for life or for a term not to exceed 20 years.
Remainder Interest In Home or Ranch

You may deed your residence or ranch to charity and receive an immediate income tax dedution while you reserve a life estate and continue to live on the property for the rest of you life, or the joint lives of you and your spouse.
Charitable Lead Trust

A charitable lead trust is the mirror image of a charitable remainder trust in that:St. Mary's Food Bank Alliance receives income for the life of the trust.
Gift Annuities

A charitable gift annuity is a combination of a gift to the Food Bank and an annuity.
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