Planned Giving

  • Enjoy the satisfaction of leaving a bequest
  • Use tax-efficient charitable strategies to create a win/win gift
  • Become a member of the Schreiner Oaks Society

Life Income Gifts

Charitable people throughout the nation enjoy the double impact of creating life income gifts for their favorite charities. Schreiner is no exception and appreciates our many friends and former students who have chosen life income gifts to help themselves now and support Schreiner's important programs at their deaths.

Our smart Crescendo software can illustrate how a donor can use an asset to receive a professionally-managed income stream for life or a term of years and enjoy a charitable tax deduction at the same time. After the donor or donors' lives, the remainder in the charitable trust or gift annuity fund distributes to Schreiner (and, often, to other non-profit organizations). Please read more.

Click here to learn more about charitable trusts.

Click here to learn more about charitable gift annuities.

Would you like a confidential, no-obligation illustration using your asset?
Please call 830-792-7215 or email [email protected] .

Would you like to learn more about Schreiner's Primary Investment Manager?
Read about the Texas Presbyterian Foundation at tpf.org.

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