The school provides children and their families with a foundation for academic achievement, discipline, character building, and spiritual development. For more than 100 years, St. Joseph School has educated the whole child and provided a caring community for families. You can make a difference in the lives of children here at St. Joseph School by including a gift in your estate plans.
The goal of planned giving is to help you plan your estate and charitable giving in a way that benefits you, your family and a charity. There are many ways you can make a planned gift to St. Joseph and enjoy tax and income benefits.
The Endowment for St. Joseph School was incorporated in January 1979 to ensure that St. Joseph School remains open, excellent and accessible. Our mission is to provide tuition assistance to needy families and budgetary assistance to targeted programs like world languages and our Learning Resource Program, and support for programs that build teaching excellence and faith formation. We are achieving these goals by building endowment funds that will provide tuition assistance and program funding.You can make a difference by including a gift in your estate plans to St. Joseph School directly or to the Endowment for St. Joseph School. We leverage your support and make sure that assistance reaches families and programs that need it.
- What is Planned Giving?
- Ways to Give A Legacy Gift
- Information for Professional Advisors
- Bequest Language (Sample)
- Information Request Form
|Gifts You Can Make Anytime||Gifts That Make An Impact After Your Lifetime|
|Real Estate||Life Insurance Death Benefits|
|Tangible Personal Property||Stock|
|Tangible Personal Property|
Gifts That Pay Income:
Gifts You Could Make Today:
Gifts After Your Lifetime:
Charitable Gift Annuities
IRA Charitable Rollover
Charitable Remainder Trusts
Beneficiary Designations to your Life Insurance, IRA or Retirement Fund
Charitable Lead Trust
|Give your home, but live there for your lifetime.|
Adding a Provision in your Will or Living Trust
Percentage of your Estate
The following is information that you will need to help your client complete a bequest to St. Joseph School or to the Endowment for St. Joseph School.
A solid estate plan can range from a very simple process to a very complicated one. Wills, Revocable Living Trusts, Living Wills, and Power of Attorney documents might be needed depending on your client's needs and circumstances.
Legacy Planning can be useful for clients of any age.
|For younger clients: || |
Protecting the people and causes one loves is of primary concern
|For young |
Financial planning might be a challenge but plans can begin to protect their growing families
For older clients:
Retirement is the time to make sure all is current in wills and updated future plans so that retirement dollars will last and their legacy will live on
Being diligent and updating estate plans takes a huge pressure off loved ones because choices regarding specific distributions, personal representative choices and named guardians have been selected and talked about prior to passing.
Legal Name: St. Joseph School
Tax ID Number: 91-1109787
Legal Name Endowment for St. Joseph School
Tax ID Number 31-1569292
The information summarized on these website pages is offered for general information and educational purposes not as legal or tax advice. All donors should seek the advice of an attorney for personal guidance.
- Create a will or living trust, or revise an existing one.
- Decide the gift you would like to designate for St. Joseph.
- Inform your dependents about your desire to designate gifts for St. Joseph.
- Provide your attorney with our suggested bequest language:
- I give, devise, and bequeath to St. Joseph School, Seattle (Tax ID: 91-1109787), a tax exempt organization doing business at 700 18th Ave., E, Seattle, WA, 98112, the sum or $ _________________________________ (or) ____________% of my estate (or property described herein), to be used for ________________________________.
- You may specify your purpose, e.g. Financial Aid, Staff Enrichment, Building & Grounds, etc