Create Your Legacy at Saint John's
Through the years, Saint John’s has been truly blessed by alumni, parents, and friends who have remembered our school in their estate plans. Their legacies live on through our current Pioneers and through the Xaverian tradition and mission of Saint John’s.
With a planned gift, you can control how your assets will be distributed - provide both for your family and for Saint John’s - and you can invest in the future Pioneer leaders within their professions and communities.
Planned Giving
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Plan Your Legacy
Legacy gifts provide the foundation for Saint John's High School’s work. These gifts allow you to take care of your family, provide for gifts to loved ones, and include a charitable gift for Saint John's High School. We can help you find the best way to make your gift, and perhaps help you to make a larger gift than you thought possible.
ESTATE PLANNING
Estate planning can entail difficult choices, but once your plan is in place, it provides a sense of relief and peace of mind. You’ll know that you have done your best to plan and provide for yourself and for loved ones, as well as for the causes you’ve cared about during your lifetime.
RETIREMENT PLANNING
Please consult your tax and financial advisors for the way to best construct your estate planning and direct your giving.
BENEFITS OF GIVING
A gift plan can provide you substantial tax benefits, especially when you give stock or real estate. Depending on your situation, you may save income taxes, capital gains taxes, probate expenses, and estate taxes. -
Giving Options
GIFTS BY WILL OR TRUSTA charitable gift from your estate is a favored method of giving that enables you to achieve your financial goals, maintain control of your assets, and benefit Saint John's.
NAMING US IN YOUR ASSETSWhile you may transfer many of your assets through your will or living trust, a document called a beneficiary designation controls distribution of your retirement plans, life insurance policies, commercial annuities and a variety of financial accounts.
AN IRA GIFT (QCD)The IRA charitable rollover (also called the Qualified Charitable Distribution, or QCD) is a tax-smart way to make an impact to Saint John's High School.
CHARITABLE GIFT ANNUITIESA charitable gift annuity provides fixed payments to you or others you name for life in exchange for your gift of cash or securities.
DEFERRED CHARITABLE GIFT ANNUTIYA deferred gift annuity provides fixed payments to you or others you name for life in exchange for your gift of cash or securities. The payments start on a date you choose that is at least one year after you make the gift. If you are doing retirement income planning the new – and higher – annuity rates may make the deferred gift annuity the answer to your charitable and financial planning goals. -
What You Can Give
STOCKS & BONDS Giving appreciated stock that you have owned for more than one year is one of the most tax-advantaged ways to make charitable gifts. With careful planning, you can reduce your capital gains tax while supporting Saint John's High School.
RETIREMENT ASSETSA gift of your retirement assets, such as an employee retirement plan, IRA, or tax-sheltered annuity, is an excellent way to make a gift. A gift of these assets can shield your heirs from taxes while funding Saint John's's future.
LIFE INSURANCELife insurance is a valuable asset for making a charitable gift. You can make a gift of a life insurance policy without diminishing other investments or assets earmarked for family members.
REAL ESTATEA gift of real estate allows you to preserve your cash assets, receive tax and income advantages, and make a significant charitable gift to Saint John's.
DONOR-ADVISED FUNDPlease consult your tax and financial advisors for the way to best construct your estate planning and direct your giving.
