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Other Ways to Give

The future is yours to give! There are ways to offer your financial support to JSerra Catholic High School other than direct donations.

PLANNED GIVING

JSerra is grateful to those who wish to include the school in their financial and philanthropic plans. Gifts include, but are not limited to, bequests, charitable remainder trusts, charitable gift annuities, life insurance policies and retirement plan assets. A planned gift is a smart way to satisfy current income and estate tax needs, prepare for retirement or make low-yield assets more productive.

We’re pleased to work with you and your financial advisor on creating a plan tailored to your particular needs and interests. For more information on how to include JSerra Catholic High School in your financial plans, please contact 949.493.9307 Ext. 1149.

ENDOWMENTS

You can create a legacy by making an endowment gift to JSerra. With an endowment, you are investing in the long-term vitality of our school by creating a permanent source of funding for ongoing priorities such as financial aid, faculty and staff support and facilities enhancements.

The corpus of your gift is invested with a reputable investment firm with oversight by the Finance Committee of the Board of Directors. Only a portion of the income earned annually is used to support priorities. The balance of the earning is directed back into the fund so the endowment continues to grow over time — leaving a legacy of giving. Carefully managed, endowments are part of every successful educational institution and ensure a tradition of excellence for generations to come.

Your endowment gift can be a one-time, one-person agreement or it can be ongoing to which many people contribute. To learn more or discuss your interest in making an endowment gift to JSerra, please contact 949.493.9307 Ext. 1149.

MATCHING GIFTS

Many companies offer matching gifts for employee contributions to eligible nonprofit organizations. JSerra Catholic High School is a 501(c)3 and may qualify for a double or even triple match to your donation.

Many employers will also honor volunteer hours that an employee has served to be used towards a donation for a matching gift. Some companies even match retiree or spousal gifts to nonprofits, too.

To find out if your company offers matching gifts, we recommend you search your company’s website or contact your human resources department.

To learn more or discuss your interest in leveraging your giving, please contact 949.493.9307 Ext. 1149.

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