Planned Giving
How will you leave a legacy?
Learn how leaving a legacy with Saint Joseph's Catholic School can help support the causes you care about while continuing to meet your current financial needs.
Reach Your Philanthropic and Financial Goals with Planned Giving
A legacy gift enables you to support Saint Joseph's Catholic School, secures the financial needs of your loved ones, and provides you with tax benefits. Legacy gifts of all sizes combine to help us meet our current goals and reach further into the future.
By including Saint Joseph's Catholic School in your will or trust, naming Saint Joseph's as a beneficiary of all or part of a life insurance policy, or taking advantage of other giving opportunities, you can preserve your assets now and support Saint Joseph's for years to come. Your gift will have a real, lasting impact.
Let us help you make the gift that's right for you.
Request a confidential, no-obligation conversation to get started.
Get in touch with us
How to Give
Not only do you have options for how your gift to Saint Joseph's Catholic School will be used, you also have options on what to give and how to give. There are gifts that cost you nothing now, gifts that pay you income, and gifts that allow you to decide what happens when.
General Bequest
Gifts From Your Will
Through a provision in your written and executed will, you can make a gift in the form of cash, securities, real estate or personal property. There are many types of bequests. Choose the one that best fits your needs and intentions.
Learn More about Gifts From Your WillDonor-Advised Fund
Flexible Giving Account
Recommend grants to support our mission from your donor-advised fund. Enjoy immediate tax benefits and the flexibility to give when it works for you.
Learn More about Donor-Advised FundIRA Charitable Rollover
Tax-Free Gifts From Your IRA
If you are
Life Insurance
Gift of Life Insurance
Name our organization as a beneficiary of your life insurance policy and make a significant impact with a simple designation.
Learn More about Gift of Life InsuranceRetirement Assets
Gift of Retirement Assets
Designate our organization as a beneficiary of your retirement plan to support our mission and reduce potential taxes for your heirs.
Learn More about Gift of Retirement AssetsAppreciated Securities
Gift of Stock
Give appreciated stocks or mutual funds and potentially eliminate capital gains tax while supporting our mission.
Learn More about Gift of StockOther Options
Other Planned Giving Vehicles
There are many other ways to support Saint Joseph's Catholic School through a planned giving vehicle. Charitable Gift Annuities, Charitable Trusts, Life Insurance and more may be good options for you. We can show you creative ways to use your assets to benefit Saint Joseph's Catholic School, while at the same time preserving the benefits of those assets for you and your family.
Contact Us to Discuss Your OptionsCharitable Gift Annuity
Fixed Payments for Life
Support our mission and receive fixed payments for life with a charitable gift annuity. This simple contract benefits you and our organization.
Learn More about Charitable Gift AnnuitiesReal Estate
Gift of Property
Donate real estate such as a home, vacation property, or land to support our mission and receive potential tax benefits.
Learn More about Gift of Property