An endowment fund is created when a donation is given to St. Paul’s School Foundation to serve as a perpetual legacy that can honor or memorialize an individual loved one or an entire family. The endowment fund remains intact in perpetuity, while its earnings support a purpose chosen by the donor. Naming opportunities begin at $10,000. An endowment fund is created when a donor(s) sign a gift agreement with St. Paul's Episcopal School.

Established Funds
General Endowment Fund:  The General Endowment is a long term investment that generates an unrestricted income to allow for financial discretion and flexibility in building a quality academic experience for all students. Contributions come from estate plans, unrestricted memorials and gifts to the endowment otherwise not designated for a specific named fund.
Accumulation Fund:  Established by the Foundation By-Laws to hold designated funds until they reach $10,000 or naming status.
The Linda Bowman Memorial Fund  was established by Charles Bowman to memorialize his beloved wife, who served as a valued staff member of St. Paul’s School for over 23 years. The fund is used for immediate disbursement and benefits deserving students who demonstrate need.
The Peggy Ellis Memorial Scholarship  was started by Margaret Boland Ellis, who taught and coached at St. Paul's for 26 years, in memory of her daughter Margaret “Peggy” Ellis Campbell ’78. Peggy was a member of the first cross country and track state championship teams that won St. Paul’s first state championships in 1976. When this fund is endowed it will benefit a deserving student who is an asset to the St. Paul’s cross country and track teams.
The Patricia Marsh Memorial Scholarship  was started by the family of Patricia Marsh in her memory to provide financial assistance when endowed to a student with a special interest in the arts.
The Leslie Lerner Community Service Endowment:  Established by St. Paul’s Board of Trustees in honor of Mrs. Leslie Lerner's successful Community Service Program and its six month build of the Habitat for Humanity House in 2010. The fund’s earnings will support the School’s Community Service Program.
Alumni Scholarship Fund:  Established for general financial purposes to assist in the education of a deserving and qualified child of an alumnus who would not otherwise be able to attend St. Paul’s.
Dawson Faculty Excellence Fund:  Established by Catherine and Dudley Dawson to provide a monetary stipend annually to a deserving faculty member in recognition of teaching excellence.
Faculty Development Fund:  Established to provide stipends and financial assistance when endowed for the continuing education and development of the School’s faculty members. Contributions to the Natalie Newman Memorial Fund were designated to this Fund by her parents, Debra and Don Newman. Natalie was a member of the Class of 1997 and possessed a strong love of learning.
Frank Winter Hardie Memorial Award Fund:  Established by the Hardie Family in memory of Frank Winter Hardie ’98 who died in December 2007 at age 28 of a rare incurable cancer. Frank’s family has chosen to remember him with an annual award to be given to an Upper or Middle School teacher, coach or staff member whose contributions have inspired ordinary students and athletes to be outstanding people. This endowed award is intended to supplement the recipient’s salary.
Robert G. Kendall Scholarship Fund:  Established in memory of Judge Robert G. Kendall to provide financial assistance to qualified students, with special consideration to minority students. This award is given to students who possess the requisite skills, aptitude, abilities and desire to succeed in the course of study they are pursuing at St. Paul’s Episcopal School and meet the financial assistance requirements.
John McGehee Memorial Fund:  Established by Dottie McGehee and family in memory of Dr. John McGehee. The Fund will provide financial assistance to a qualified and deserving student.
Max Emery Miller and Marguerite Galloway Miller Scholarship Fund:  Established through the generosity of the John W. Laidlaw Foundation, a Scholarship Fund was created in memory of Max Miller, a long-time friend and supporter of the School. Mr. Miller served on the Board of Trustees for over 25 years and during that time set an example of a true leader and philanthropist for education. In January 2010, Marguerite Galloway Miller's children chose to honor their mother by adding her name to the scholarship and directing memorial contributions there. The purpose of the Fund is to provide, on an annual basis, one or more scholarship{s) for deserving students who will benefit from the St. Paul's experience, who will contribute to St. Paul's through academics, extra-curricular activities, leadership, and citizenship, and who meet St. Paul's criteria for eligibility for financial aid.
Alex Parkman Memorial Fund:  Established by Carlos and Harold Parkman in 1990 in memory of their son, Alex Parkman, Class of 1988. The Fund will give financial assistance to a qualified and deserving student.
William Bradshaw Radcliff Scholarship Fund:  Established by Dare’ and Donny Radcliff, in memory of their son, William Bradshaw Radcliff, Class of 2005, who died in November, 2002, while a sophomore at St. Paul’s. This award is given annually to the best all-around boy or girl in the junior class who best represents the lively spirit, values, and academic accomplishments that William demonstrated during his lifetime.
Robert H. Rutledge Faculty Chair of Excellence Fund:  Established by the Board of Trustees in 2006 in recognition of Bob Rutledge’s success as both coach and administrator upon his retirement as headmaster. The Fund, when endowed, will be the first endowed teaching chair, the proceeds from which will enhance the School’s ability to attract the best professional to hold that position and free up operating funds to be used for other purposes.
Chad Saucier Memorial Scholarship Fund:  Established by Dr. Scott Saucier and Ms. Rita Saucier in memory of their son, Chad Saucier, Class of 1993. A scholarship is given annually to a rising senior who exhibits the qualities of respect, integrity, responsibility, service, tolerance, and the highest moral standards, who has a strong belief in and promotes the alcohol free and drug free policies of the School, and who is considered a role model by his peers and by the faculty and administration of the School.
The Paula Harrison Armstrong Community Service Scholarship Award:  Following Paula Harrison Armstrong’s (’85) unexpected death in 2014, her family created an endowed scholarship award in her memory. The Paula Harrison Armstrong Community Service Scholarship Award will serve as a tribute to Paula while inspiring students to pursue a lifelong commitment to serving others. This annual scholarship award will be given to a rising senior student who exemplifies the characteristics of serving others through his or her participation in the St. Paul’s Community Service program.
Kaleigh and Madison Floore Endowed Scholarship Award  was established in 2013 by Mr. Robert L. Floore, Jr., who took advantage of his company’s encouragement for their employees to contribute to philanthropic causes by matching employee gifts made to nonprofit organizations. Mr. Floore chose to create an endowed scholarship for future St. Paul’s students and named it in honor of his two daughters, Kaleigh ‘09 and Madison ‘12, who graduated from St. Paul’s Episcopal School. This award will be given to a female student who has proven academic success from sophomore or junior year with preference given to a student who participates in athletic activities.
The Helmsing Endowed Scholarship Fund  was originally established by a gift to St. Paul’s Episcopal School that Mr. Frederick G. Helmsing included in his will and later enhanced by friends and family who contributed to the fund in his memory. The Fund will provide financial assistance to a student entering his or her senior year of high school and exhibits good character, including a possession of a solid level of respect from his or her peers, and exhibits average academic performance and average or above average participation in extracurricular efforts.
Brittany Huber Memorial Scholarship Fund  was established to honor the life of the 2008 St. Paul’s alumna. Brittany Huber was an alumnae of St. Paul's class of 2008 and died in a terrible automobile accident in the spring of 2014. Brittany was an exceptional young woman whose sweet smile, courage, compassion and talent touched everyone with whom she came in contact. Brittany quietly faced an obstacle of hearing loss at a young age, but with dignity and grace grew to be an accomplished artist and young woman. Following her unexpected death in 2014, Brittany's family created this award in her memory in order to recognize students who, like Brittany, faced obstacles and challenges, but flourished while at St. Paul's.
The Josh Justice Memorial Scholarship  is given in memory and celebration of the life of Joshua M. Justice, class of 2001. Josh was a talented performer who used his ability to entertain to bring people together. Josh valued the uniqueness of character of others, was sensitive to their feelings and sought to share his gift of humor with everyone he met. His warm, gracious and hospitable nature brought unlikely friends together and invited others to get to know one another despite differences. This scholarship seeks to recognize and encourage a rising sophomore or junior who shows interest, promise and desire to explore the performing arts. The student should also seek to embody characteristics that bring people together and bring out the best in others, much like Josh.

Honorariums and Memorials

St. Paul's Episcopal School has a special way to commemorate an occasion such as a birthday or anniversary, to honor a significant person, or to memorialize the loss of a loved one by making a gift to our Foundation. When you gift a honorarium or a memorial the donation is placed in St. Paul's Episcopal School's Endowment.  This allows your donation to be invested and grow over time ensuring the future of the school.  Whenever you make a special gift in honor or memory of someone, St. Paul’s School sends a card to the person honored or their next of kin acknowledging your gift and its purpose.

IRA Distributions

If you are over age 70 ½, contact your IRA administrator for instructions on making a direct transfer that will be free of federal income tax. If you are married, each spouse can give up to $100,000 from his or her IRA.

If you are between ages 59 ½ and 70 ½ , you may be eligible to make a penalty-free withdrawal from your IRA. This withdrawal will be subject to federal income tax, and possibly state income tax; however you may be eligible for a charitable deduction to help offset the taxes. Check with your IRA administrator or financial advisor.

Here is a sample request letter to your IRA Administrator

Subject: Request for Charitable Distribution from Individual Retirement Account

Dear Sir or Madam:

Please accept this letter as my request to make a direct charitable distribution in the amount of $________ from my Individual Retirement Account#________________ [account number].

This distribution should be made payable to:
St. Paul’s Episcopal School
161 Dogwood Lane
Mobile AL 36608
Attn: Advancement Office
Tax ID# 23-7035434

In your transmittal to St. Paul’s, please include my name and address as the donor of record in connection with this transfer. Please copy me on your transmittal. If you have any questions or need to contact me, I can be reached at ______________ [telephone number].

Thank you for your assistance in this matter.

Sincerely,
____________ [Plan owner]

Planned Giving

There are many giving options available to donors of St. Paul’s Episcopal School. By carefully planning your gift, you can receive substantial tax savings. The information contained herein is not intended as legal or tax advice. Please consult your attorney, accountant or tax advisor to discuss what option are most appropriate for your personal financial and estate planning situation.

A bequest is a gift of property made through a donor’s will and is the simplest and most common form of a planned gift. The advantages of making a gift through a bequest are that the donor does not have to part with any property until after death and gift and estate taxes are avoided. Distributions can be made either as a specific dollar amount or as a percentage of the estate.

If you decide to include St. Paul’s in your will, IRA, life insurance policy, etc., you may use this official language:

I give, devise, and bequeath to the St. Paul’s Episcopal School Foundation, a non-profit corporation duly existing under the laws of the state of Alabama and located at Mobile, Mobile County, Alabama, XX% of estate or $XXXX to be used for the benefit of St. Paul’s Episcopal School.

Leave a Legacy

If St. Paul’s is included in your plan, please let us know. You will be included in our 1947 Legacy Society, and we want to personally thank you for your support. For more information, please call Katie Courtney at (251) 380-0408 ext. 25 or email kcourtney@stpaulsmobile.net. 

The 1947 Legacy Society

Mr. and Mrs. Roger E. Cole
Mr. and Mrs. Stephen G. Crawford
Mr. and Mrs. Dudley E. Dawson III
Mrs. Pat B. Frazer
Mr. and Mrs. John L. Godwin III
Mr. and Mrs. Mayuki Hashimoto
Mrs. Amy S. Hutchings
Mr. Steven M. Hutchings
*Dr. John Kellam Lingo
*Mrs. John Kellam Lingo
Mr. and Mrs. Gaylord C. Lyon, Jr.
M. Kathleen Miller (’74)
*Mr. K. M. O’Neal
*Arthur R. Outlaw
*Ms. Sissy Outlaw
Allison and Pratt Paterson
Beth and Robert Rouse
Ginny K. Russell
Sandy Santoli
Charlotte M. Saxon
*Mr. Peter Sherman
Mrs. Peter Sherman
*Selden H. Stephens, Jr.
Betty Lu Stephens
Mrs. Ann Marie Terry
Mr. and Mrs. John M. Turner, Jr.
*Anne Webb Walker (’74)
Dr. and Mrs. James L. West III
* (indicates deceased)