Falcon Legacy Society
Leaving a gift in your will to Saint Stephen’s ensures the stability of the School for generations to come. For many parents, alumni and friends of Saint Stephen’s, a bequest is the easiest way to make a gift to the School. By means of your will or other estate plans, you can name Saint Stephen’s as the beneficiary of as much or as little of your estate as you like. Some of the most powerful and enduring gifts have come from bequests.
Benefits of bequests:
- Federal Estate Tax Savings.
- You can make a gift that costs you nothing during your lifetime.
- You may create a fund named for yourself or someone you wish to honor.
- You can make a gift that leaves your cash flow and current financial plan unchanged.
If you have already included Saint Stephen’s as part of your estate plans, the School would like to thank you by making you a part of the Falcon Legacy Society. The Falcon Legacy Society recognizes the generosity and special forethought of those who have provided for the future of Saint Stephen’s by making a bequest to the School. By becoming a member of the Falcon Legacy Society, we invite you to:
- Include your name on the Falcon Legacy Society plaque which prominently hangs in the Upper School Board Room.
- Use your gift to honor your family or loved ones.
- Invite you to special events for our Falcon Legacy Members held each school year.
- Members may be anonymous if desired.
To join the Falcon Legacy Society, all that is required is the completion of the Falcon Legacy Society enrollment form (located here) indicating that you have named Saint Stephen’s in your estate plans. No statement of amount or type of gift is required. For more information about becoming a member of the Falcon Legacy Society, Please contact Dannie B. Sherrill, Endowment Director, 941-746-2121 ext. 116


