Planned Giving

BEQUESTS

Remembering JSerra with a bequest from your estate will help sustain and strengthen JSerra for years to come while retaining control of and use of your assets during your lifetime.

A bequest is a simple way to make a gift from your estate — a transfer of cash, securities, or other property made through your estate plans. You may make a bequest by including language in your will or trust leaving a specific dollar amount, a percentage of your estate, or the residual of the estate after you have made bequests to your family. Bequests to JSerra may reduce your estate taxes.

Sample Bequest Language (to Review with Your Attorney):

"I, [name], of [city, state, zip], give, devise, and bequeath [written amount or percentage of estate] to JSerra Catholic High School (federal tax ID: 33-0901351), located at 26351 Junipero Serra Road, San Juan Capistrano, California, 92675, for its unrestricted use and purpose."

ESTATE PLAN GIFTS

A gift of your retirement plan or life insurance policy can be made by designating JSerra as a beneficiary. To do so, contact your retirement plan administrator or life insurance company and complete the appropriate beneficiary designation form.

CHARITABLE GIFT ANNUITIES

Charitable gift annuities allow you to make a significant gift to benefit JSerra while receiving fixed payments to you and/or your family for life, regardless of the economic climate. A charitable gift annuity is a simple contract. When the contract ends, the remainder is used to support the work of JSerra.

CHARITABLE REMAINDER TRUSTS

This trust provides either fixed or variable annual payments for you and/or your family for life and/or a term of years. This trust provides tax benefits and at the end of the term, the remainder of the trust assets go to JSerra for the purposes you designate.

POOLED INCOME FUNDS

Your gift goes into an investment pool that functions like a mutual fund. Investment returns are paid to you and/or your family for life, after which your gift is withdrawn and used to support your designated purpose at JSerra.

CHARITABLE LEAD TRUSTS

A charitable lead trust makes annual income tax-deductible gifts to JSerra for a period of years, and at the end of the term, the remaining assets go to your family or other beneficiaries.

Assets to Give

Whether you are making an outright gift or a planned gift, JSerra welcomes many types of assets. Options include cash, publicly traded securities, non-publicly traded assets, real estate, retirement plans, life insurance policies, gifts in kind such as personal property, and other possibilities.

If you are interested in a planned gift, we will work with you and your advisor to find a charitable plan that allows you to provide for your family and support JSerra.

Wedbush
860 Newport Center Drive Suite 100
Newport Beach, CA 92660

For securities donated, please reference:

• Account Title: JSERRA CATHOLIC HIGH SCHOOL
• Account Number: 4643‐4074
• Wedbush DTC Number: 0103

Please reply with the exact name of the security and numbers of shares to ensure credit to account.