Gifts from Your Will or Trust

Gift from Your Will or Trust Diagram

How It Works

  • Include a gift to St. Joseph's Preparatory School in your will or trust. (Here is sample language for your will.)
  • Make your bequest unrestricted or direct it to a specific purpose.
  • Indicate a specific amount or a percentage of the balance remaining in your estate or trust.
  • Tell us about your gift so we may celebrate your generosity now.

Important Related Topics

Benefits

  • Your assets remain in your control during your lifetime.
  • You can modify your gift to address changing circumstances.
  • You can direct your gift to a particular purpose (be sure to check with us to make sure your gift can be used as intended).
  • Under current tax law, there is no upper limit on the estate tax deduction for your charitable bequests.


The material presented on this Planned Giving website is not offered as legal or tax advice.
Read full disclaimer|Sitemap|Planned Giving Content © 2018 PlannedGiving.com

The material presented on this Planned Giving website is not offered as legal or tax advice.
Read full disclaimer|Planned Giving Sitemap|Planned Giving Content © 2018 VirtualGiving.com


CONTACT

For more information on Planned Giving, contact:

Albert Zimmerman ’73
Director of Alumni Relations
St. Joseph's Preparatory School
1733 Girard Ave
Philadelphia, PA 19130

Tel: 215-978-1013
Fax: 215-515-6000
azimmerman@sjprep.org

St. Joseph's Preparatory School
1733 West Girard Avenue Philadelphia, PA 19130
tel: 215.978.1950
fax: 215.765.1710
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