Legacy gifts are an effective and lasting way to provide Saint Joseph High School with the resources necessary to pursue our mission to transform students in heart and mind. Planned gifts benefit both the donor and the school, by empowering an individual to carry out his or her long-term philanthropic goals while providing the means necessary to help Saint Joe to build its endowment.
Most planned gifts provide substantial tax advantages to the donor, as well as a lasting legacy to Saint Joseph High School. Since bequests are deductible from a taxable estate, heirs may benefit from tax savings when the estate is settled. Naming Saint Joseph High School as a beneficiary of a retirement plan also avoids income tax when Saint Joe receives its distribution from the plan.
You can make a bequest to Saint Joseph High School for a percentage of your estate or for a specific dollar amount. Gifts may be designed for general use (unrestricted/area of greatest need) or for a specific purpose (restricted). Please contact the Office of Mission Advancement to discuss your priorities, learn more, or to receive suggested language for bequests of various types.
Please let us know if you have included Saint Joe in your will or estate plans, so we may welcome you into our lifetime giving society. We recognize all members of this society annually, though donors may remain anonymous if preferred.