Empower Generations
Secure a Bright Future with Your Planned Gift to Saint John School
Thank you for considering Saint John School for your planned giving. Your gift to Saint John School will ensure that countless numbers of children will continue to receive the highest quality Catholic education.
Your gift of stock can make an impact today.
Work hand in hand with the Diocese of San Diego to transfer stock as a contribution.
Contact Brad Bianchi, Director of Development, at 760-944-8227 or bbianchi@saintjohnschool.com
Here is a quick Q&A to the planned giving process:
Why would I consider a planned gift to Saint John School?
A planned gift to Saint John School ensures your legacy as one who is passionate about Catholic education. Additionally, planned giving is an easy process and may reduce your current tax burden or taxable estate.
Planned giving is easy.
Planned giving can be as easy as naming Saint John School in your will or trust. However, there may be more complex strategies which will further help you reduce your taxes. You should prepare your estate planning documents with the proper estate planning attorney and accountant.
Do I have to pass on before I can implement a planned gift?
No. Planned giving is just as appropriate when you are alive. The reason is simple: Many planned giving strategies are designed to help you reduce the taxable burden you may have in this lifetime.
Can Saint John School help me through the planned giving process?
While we are not estate planning attorneys or accountants, Saint John School will partner with your estate planning professionals to be sure your planned gift is carefree while keeping in mind your interests, passions, and intended legacy. In addition, Saint John School has many resources through the Diocese of San Diego which can help you navigate the planned giving process.
What are the most common types of planned giving techniques?
There are many different types of planned giving techniques, but some of the most common include:
Charitable Bequest
This is a gift made through a will or a revocable trust, which takes effect after your death. It is the most popular planned gift, the easiest to make, and it costs nothing during the donor’s lifetime.
Gift of Appreciated Securities
This is a gift of stock or other securities that have appreciated in value. You may be able to deduct the fair market value of your securities on your taxes, even though you have not yet sold them. This can be a great way to reduce capital gains taxes.
Gift of Life Insurance
This is a gift of a life insurance policy to Saint John School. You may be able to deduct the cash surrender value of the policy on your taxes and Saint John School will receive the death benefit when you pass on.
Gift of Real Estate
This is a gift of real property to Saint John School. You may be able to deduct the fair market value of the property on your taxes and Saint John School would receive the property when you pass on.
Gift of Retirement Assets
This is a gift of retirement assets, such as an IRA or 401(k), to Saint John School. You may be able to deduct the fair market value of the assets on your taxes and Saint John School will receive the assets when you pass on.
Your Unique Path to Lasting Impact
These are just a few of the many different types of planned giving techniques that are available. The best technique will depend on your individual circumstances, financial goals, passions, interests, and intended legacy.
If you would like to talk to Saint John School about your planned gift, please contact Brad Bianchi, Director of Development, at 760-944-8227 or bbianchi@saintjohnschool.com.
Make an impact through your generous donation
Every dollar counts and brings us closer to our goal of shaping compassionate, well-rounded individuals who will positively impact the world. Together, we can create a brighter future for our students and empower them to reach their full potential. Donate today and join us in making a difference that will last a lifetime.
