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Estate Planning


Leave a Legacy

Charitable gifts through the designation or donation of basic assets are all deeply impactful. A decision to donate your home, designate St. Raymond’s Society as a beneficiary of a life insurance policy or donations from a retirement account are all creative ways to give and may reduce unnecessary taxes for you as the donor.

Next Steps

Please fill out the form below to view all necessary information for a securities transfer including DTC number, brokerage name, account number, legal name and physical address. Thank you so much for your consideration!

For charitably inclined individuals, adviser Danielle Harrison outlines the many strategies available to make your charitable dollars go further. Click the link below to learn more.

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