Make a Difference Through Planned Giving
The St. John Berchmans Legacy Society is a group of distinguished individuals who believe in supporting our mission and wish to ensure the future of St. John’s Jesuit High School & Academy through a program of planned giving. They are members of the SJJ community who want to enable all families to continue to send their sons to us to become Men for Others regardless of their economic circumstances. This planned giving can take any of the different forms listed below. Society members get a special mention in the Annual Report and an invitation to an annual Legacy Society reception.
Different Approaches to Planned 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
Charitable Annuities
Donate Stocks
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Some significant tax advantages
Use Life Insurance to Make a Gift
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Leave a lasting Legacy
- Maintain your privacy with this type of giving
Give Retirement Plan Assets
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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
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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 72 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, Director of Planned Giving
tmalone@sjjtitans.org
419-720-0785
Remember St. John’s Jesuit in your estate plans
and will preparation.