School Endowment Fund

Remember St. Peter RC School
Endowment Through 
Transfer on Death Accounts

You can make a gift to St. Peter’s by naming us as a beneficiary of your bank or brokerage account. This is done through your banking or brokerage institution. You will continue to own the account and have control over the use and assets during your lifetime. Upon your death, the remaining assets in the account will transfer to the St. Peter’s Endowment. It is possible to obtain substantial income or estate savings by remembering St. Peter’s in your estate plan.
Please consult with your tax adviser before making any decisions as we do not give tax advice and everyone’s situation is different.
If you have any questions, please call the rectory at 754-4118.