Estate Planning

ESTATE AND ASSET GIVING

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

1. Consult your financial advisor, trust attorney, tax professional or life insurance agent for advice on the giving options above.

2. If you are arranging a donation of stock, or a required minimum distribution, please notify St. Raymond's Society by calling 573-777-1498 or by emailing info@srshelp.org.

*If the gift is monetary, proof of donation must be provided by the donor before we can send your tax credit application.

3. If you include St. Raymond's Society in your estate plans, use our legal name and Federal Tax ID.

Legal Name: St. Raymond's Society
Address: 3501 Lansing Ave. Columbia MO 65201
Federal Tax ID Number: 27-2079559

Securities Transferred Electronically via a Stockbroker

St. Raymond's Society Brokerage Information
Organization Name: St. Raymond's Society
Federal Tax ID Number: 27-2079559
DTC:0226
Brokerage Name: Fidelity
Account Number: Z50-102113
Legal Name: St. Raymond's Society
Address: 3501 Lansing Ave. Columbia MO 65201

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.