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If you check the box in this area, a module will open where you can enter your name and email to notify us of your beneficiary designation gift.
Thank you for considering a beneficiary designation gift to us. The website link will take you to your retirement plan custodian's website, where you may be able to log in and include Jesuit High School as a designated beneficiary. Another option is to use the phone number to call your retirement plan custodian. They will assist you in updating your beneficiary designation. If you would like to notify us of your generous beneficiary designation, please complete the Notify us of your Beneficiary Designation section.
Your Name
Your Address (Street or P.O. Box)
Your ZIP
Notify us of your
IRA gift
Your Email
Comments
Thank you for considering a IRA gift to us. A sample letter is available to send to your DAF
provider. You may save and print the PDF of your letter. If you have email contact
information for your DAF provider, you may send a PDF copy of your DAF letter or you may
copy and paste the text into an email. You will need to enter the amount of your recommended
grant and your DAF account number on the letter before mailing. If you would like to notify
us of your generous gift, please complete the Notify us of your DAF Gift section.
Beneficiary Designation Gifts
Donating part or all of your unused retirement assets, such as your IRA, 401(k), 403(b), pension, or other tax-deferred plan, is an excellent way to make a gift to Jesuit High School.
If you are like most people, you probably will not use all of your retirement assets during your lifetime. You can make a gift of your unused retirement assets to help further our mission.
Beneficiary Designation Gifts
Donor
Designation Form
Account Custodian
Property (IRA/Investment)
JHS
Flowchart: Donor executes designation form with account custodian to designate JHS as beneficiary of a retirement, investment or bank account.
Benefits of gifts of retirement assets
Simplify your planning
Support the causes that you care about
Continue to use your account as long as you need to
Heirs can instead receive tax-advantaged assets from the estate
Receive potential estate tax savings from an estate tax deduction
How to make a gift of retirement assets
To leave your retirement assets to Jesuit High School, you will need to complete a beneficiary designation form provided by your retirement plan custodian. If you designate Jesuit High School as beneficiary, we will benefit from the full value of your gift because your retirement assets will not be taxed at your death. Your estate will benefit from an estate tax charitable deduction for the gift.
Future gifts from your retirement assets
Did you know that 40%-60% of your retirement assets may be taxed if you leave them to your heirs at your death? Another option is to leave your heirs assets that receive a step up in basis, such as real estate and stock, and give the retirement assets to Jesuit High School. As a charity, we are not taxed upon receiving an IRA or other retirement plan assets. You can use the "Make a Future Gift of Retirement Assets" tool to contact your retirement plan custodian and designate a future gift to Jesuit High School.
Contact us
If you have any questions about gifts of retirement assets, please contact us. We would be happy to assist you and answer any questions that you have.