Endowment and Planned Giving
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.
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.
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.
The following Deferred Gifts provide an income tax deduction and lifetime income for the owner:
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.
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
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.
For more information about making a planned gift to St. John’s, please Contact Sheila Evers, Director of Advancement, at 301-662-6722 for more information.