planned giving

Planned Giving is a set of ways that a donor can leave money/assets to Saint Joseph’s at his/her death, or it is a way to invest money so that the donor receives benefits during his/her life and then bequeaths the remaining funds to Saint Joseph’s School. Planned Giving programs are designed and set-up to provide future income to Saint Joseph’s, so it can continue to build on a tradition of academic excellence, leadership, and Christian values.

Planned Giving programs can be adapted to each donor’s needs. A list of Planned Giving opportunities is outlined below.

Gifts of Cash
Making a donation of cash is as simple as writing a check or authorizing a charge on your credit card. From your standpoint, it’s no fuss, no bother. Find out how Saint Joseph’s can put your contribution to work without delay.

Gifts of Securities
Stock that has increased in value is one of the most popular assets used for charitable giving, once it has been held for a minimum of a year. Making a gift of securities to us offers you the chance to help our School while realizing many important benefits for yourself.

Gifts of Retirement Plan Assets
If you are like many Americans, your financial future will likely revolve around your retirement plan assets. To maximize the value of a retirement account, consider making a lifetime gift of its after-tax values to a tax-exempt deferred giving plan.

Gifts of Savings Bonds

Savings bonds – likely the nation’s most widely held appreciated asset – represent major assets that may have stopped growing and are now collecting dust, just waiting to be put to use. A tax-wise use for your appreciated savings bonds is to support a cause you care about.

Gifts of Real Estate
Using real estate, such as your house, farm, or commercial property, to fund a gift allows you to preserve your cash assets, receive significant tax and income advantages, and make a larger charitable gift than anticipated.

Gifts of Life Insurance
Donating your life insurance could be a wonderful way to fulfill your desire to support our School. By making Saint Joseph’s Episcopal School the beneficiary of an existing policy, you make good use of your resources and expand your ability to make a significant gift.