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Annual Report - Saint Louis School

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The <strong>Annual</strong> <strong>Report</strong> is published yearly by the Development Office of <strong>Saint</strong> <strong>Louis</strong> <strong>School</strong>.<br />

Every effort is made to ensure that it is accurate and complete for the fiscal year 2009-2010.<br />

If you note errors or omissions, please accept our sincere apology and<br />

contact us so we can make appropriate corrections.<br />

The fiscal year covered in this report is from July 1, 2009 – June 30, 2010.<br />

Gifts received after June 30, 2010 will be acknowledged in the<br />

2010-2011 <strong>Annual</strong> <strong>Report</strong> produced annually in January.<br />

Gifts from individuals are listed by gift clubs and if applicable, by class listing and special events.<br />

This year, <strong>Saint</strong> <strong>Louis</strong> <strong>School</strong> acknowledges with gratitude those committed<br />

donors who have given to the school over consecutive years.<br />

WAYS OF GIVING<br />

A donor can make a restricted donation to a specific area of interest or an unrestricted charitable contribution to <strong>Saint</strong> <strong>Louis</strong><br />

<strong>School</strong> in various ways: <strong>Annual</strong> Fund, Endowed Gifts and the Capital Campaign. Gifts can be planned to express the donor’s<br />

individual interests and to accommodate his or her tax situation.<br />

ANNUAL FUND<br />

Gifts received through the <strong>Annual</strong> Fund are raised from parents, alumni, friends, foundations, and corporations and are utilized<br />

to meet current operating expenses. These important annual contributions help to fund academic programs, student financial<br />

aid, athletics, student clubs and organizations, and building and ground maintenance. The <strong>Annual</strong> Fund helps make up the difference<br />

between tuition and the actual cost of operation.<br />

ENDOWMENT GIFTS<br />

Endowment gifts are placed in a permanent fund that allows only earned income to be spent. The larger the corpus of the endowment,<br />

the more income will be realized by <strong>Saint</strong> <strong>Louis</strong> <strong>School</strong>.<br />

MATCHING GIFTS<br />

Participating companies match contributions given to <strong>Saint</strong> <strong>Louis</strong> <strong>School</strong> by their employees or retirees. The company<br />

matches gifts after the donor sends his or her donation along with the company’s matching gift form. These forms can<br />

be obtained from the human resources offices of companies that offer matching gifts.<br />

PLANNED/DEFFERED GIFTS<br />

Planned or deferred gifts are long-term methods of supporting the school in which gifts used by <strong>Saint</strong> <strong>Louis</strong> <strong>School</strong> is postponed<br />

until a specified future date. An example of a planned gift would be naming the school as a beneficiary in one’s will. This serves<br />

to reduce the size of the taxable portion of an estate and may lower federal estate tax liability. Through a charitable gift annuity, a<br />

donor may contribute cash, appreciated stock or real estate. This annuity will provide you with a guaranteed income for life, reduce<br />

the size of your taxable estate, as well as other tax savings, while at the same time benefiting <strong>Saint</strong> <strong>Louis</strong> <strong>School</strong>. Other forms<br />

of planned giving opportunities include various trusts, life insurance policies, and transfers of residence and personal property.<br />

To make a gift online, visit www.<strong>Saint</strong><strong>Louis</strong>Hawaii.org<br />

For more information, please contact the Development Office<br />

(808) 739-4862 or waysofgiving@saintlouishawaii.org<br />

Mahalo for your support!

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