

A planned gift will provide a current or deferred income to St. John Regional Catholic School. We invite you to consider making a positive impact on the lives of our students by making a planned gift to St. John’s. Your gift is a specific way to express gratitude to God for a lifetime of blessings.
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Types of Planned Gifts
Bequests – A gift made through a will and given to St. John’s as the named beneficiary. Gifts may also include remainder trusts, lead trust, gift annuities and retained life estate plans.
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Gifts of Appreciated Stocks or Bonds – Securities held longer than 12 months and transferred to the school, allows the donor to save taxes twice through charitable deduction and the avoidance of capital gain taxes.
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The following Deferred Gifts provide an income tax deduction and lifetime income for the owner:
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Charitable Lead Trust – A trust created in which the income is paid annually to the school for a term of years, after which the principal reverts to the donor or non-charitable beneficiaries.
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Charitable Remainder Unitrust – Provides income to St. John’s as the beneficiary or one of several beneficiaries based upon annual valuation of the trust’s assets
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Charitable Gift Annuity – The income paid to St. John’s as a beneficiary is a fixed dollar amount annually and the donor receives a guaranteed income for life.
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For more information about making a planned gift to St. John’s, please contact Jean Wright, Director of Institutional Advancement at 301-695-9358 for more information.
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