Ways to Give
There are many giving options with possible tax benefits accompanying each choice. Gifts may be tailored to express the donor’s interests and financial situation.
GIFTS OF CASH
Most donors find that a personal check is the easiest way to make a gift. These donations are fully tax-deductible and have an immediate impact upon the program for which the funds are allocated. Checks should be made out to JSerra Catholic High School and mailed to:
JSCHS
26351 Junipero Serra Road
San Juan Capistrano, CA 92675
CREDIT CARD
Another immediate way for donors to contribute is through a credit card gift. These gifts can be made by calling the Development Office at (949) 493-9307 ext.1148 or completing a gift form with the appropriate information. JSCHS accepts Visa, MasterCard or American Express. Remember airline miles are always appreciated for our major events!
PLEDGE
Pledge gifts are encouraged for the Journey to Joy Matching Grant Program. Our Founders will match all contributions made up to $3.5 million providing a total of $7million to support the vibrant spiritual, academic, athletic and artistic community at JSerra. You may make up your own payment schedule – over a four year pledge period – whatever is easiest on your checkbook. We suggest that you make payments on the tuition off-months. Pledges commitment forms are available, contact Jamie MacDonald, Director of Development at (949) 276-2805 for more information.
ELECTRONIC TRANSFER
An increasingly popular way to give is through electronic means. It is a simple and convenient way to make monthly or quarterly payments on a pledge gift. The transfer is set up through a credit card and we charge it whenever you tell us.
GIFTS THROUGH THE WORKPLACE/EMPLOYMENT
Double your gift! Many employers offer a matching gift program to encourage employees, retirees and their family members to support the nonprofit of their choice. Specific details about your employer’s matching gift program can be obtained through the Human Resources office at your work place. Many businesses also run United Way campaigns; you may designate JSCHS as the recipient of your payroll deduction to this campaign. Our Orange County United Way number is # JSE100.
GIFTS-IN-KIND
Donations of technology, equipment, furniture and other items relevant to our educational program and in good condition are welcome. The donor, through appraisal or record of purchase, determines gift value. If the in-kind gift is of direct and immediate use to JSCHS in fulfilling its mission (such as new computer equipment for instructional use); a donor may deduct the full fair market value.
APPRECIATED STOCKS & SECURITIES
In giving securities to JSCHS that have increased in value since you bought them, not only can you take the current market price as a tax deduction, you owe no income tax or capital gains tax on the increase. This is an excellent time to take advantage of large increases in your securities holdings. Some donors have stocks that have appreciated over time and would rather donate these than cash to the school. These gifts are unique in that the donor can take a federal tax deduction for the full, fair market value of the stock, regardless of how much the donor paid for the stock. No capital gains taxes apply. For more information please contact the Elizabeth Bade, Associate Director of Development at (949) 493-9307 ext. 1148.
Gifts of appreciated stocks or mutual fund shares provide immediate support to the school. Donors may realize substantial tax savings by transferring appreciated stock or securities to the school prior to the sale. Capital gains on the amount of appreciation may be avoided, and the donors receive a tax deduction based on the fair market value of the stock or property at the time of the gift.
Instructions for giving stocks to JSerra Catholic High School
If the stock is in a brokerage account:
Step 1: Please contact Elizabeth Bade, Associate Director of Development at (949) 493-9307 ext. 1148 or fax information to (949) 493-9308 advising her of your stock gift.
Follow-up by letter to the JSCHS Development Office containing:
Name of stock and number of shares
Your name, address, and telephone number
How you want the donation to be used
The date of your gift
Step 2: Once you receive the request/release form please complete it and return it to:
- JSCHS attn: Elizabeth Bade fax# (949) 493-9308
TRIBUTES & MEMORIALS
Make a donation in honor of a friend for birthdays, anniversaries or as a holiday gift. You’ll receive a tax benefit and loved ones receive an acknowledgment of the gift in their names. Contact Elizabeth Bade, Associate Director of Development at (949) 493-9307 ext. 1148 for assistance.
PLANNED GIFTS
A number of planned gift vehicles exist for donors to make gifts to a charity over time. Some of these include gifts of life insurance, bequests, remainder trusts and other annuities. Many unique and beneficial tax advantages can be gained through these gifts. Please contact the Development Office at (949) 493-9307 ext. 1148. Planned giving allows almost any individual to provide a gift to JSCHS while carrying out his or her own financial goals. Through planned giving, donors may find that they are able to make a more generous gift to JSCHS while receiving financial benefits such as increased current income, tax savings, avoidance of capital gains tax, and reduced estate settlement costs.
REAL ESTATE
Gifts of real estate including personal residences, vacation homes, commercial properties, and unimproved land may provide exceptional tax benefits for the donors while providing support for the school. Similar to the situation with appreciated stock and securities, if the ownership of the unencumbered real estate is transferred to JSCHS prior to its sale, the donors will likely avoid the capital gains tax associated with that appreciation.
LIFE INSURANCE
A major gift to JSCHS may be funded with a new or old life insurance policy at a relatively small cost. There are many ways in which life insurance policies can be used to make a contribution, all of which provide tax deductions and may enable donors to make a larger gift than otherwise possible.
BEQUESTS
A valid, updated will is the cornerstone of an effective estate plan, and a bequest is a provision in your will to make a gift to the future of JSCHS. Please notify the school if you have already included, or plan to include the school in your estate plans. Planned giving, wills, trusts or retirement plans, can be an advantage both to you and to JSCHS by securing your future and the future of the school as well.
The information on this site is not intended as legal, tax or investment advice. For such advice, please consult an attorney, tax professional or investment professional.
Thank you for considering a gift to JSCHS!
