Legacy Giving

How you make a difference with Legacy giving:

A Charitable Bequest

  • One of the easiest and most flexible ways to remember St John’s Jesuit that will leave a lasting impact
  • Receive an estate tax charitable deduction
  • Reduce the burden of taxes on your loved ones
  • Leave a lasting legacy

Make a Gift and you can receive fixed payments for life

  • A charitable annuity may be right for you

Donate Stocks

  • Some significant tax advantages

Use Life Insurance to make a Gift

  • Leave a lasting Legacy
    Maintain your privacy with this type of giving

Give Retirement Plan Assets

  • St. John’s Jesuit as a beneficiary of a % of your retirement plan assets
  • Allowing less heavily taxed assets to your loved ones

Charitable Trust

  • You receive income each year (fixed or variable) from assets placed in your Trust
  • After your lifetime, the balance in your Trust goes to the Charities of your choice   

Required Minimum Distributions 
According to tax law, those who reach the age of 70 ½ must begin to take distributions from traditional IRAs (not Roths), 401(k)s, 403(b)s, company profit sharing, etc. These distributions can be donated to a charity like St. John’s Jesuit, thus avoiding the tax liability of additional income. We can provide further details.

     

Contact: Tim Malone 
tmalone@sjjtitans.org
419-720-0785
 

Remember St. John’s Jesuit in your estate plans
and will preparation

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