Give

Gift Procedures

Agreements

All campus-wide restricted gifts and pledges of $10,000 and above and will receive a formal gift proposal, agreement for review, and electronic signature via DocuSign.

Charitable Receipts

Donors will receive a digital tax-compliant donation letter within 48 hours of making a gift. Each January, JSerra will create and distribute an individual giving record that documents donations from the previous calendar year to assist in tax planning. Our federal tax ID number (EIN) is 33-0901351.

JSerra is committed to fostering academic excellence, spiritual formation, and personal growth in virtue for the young men and women who walk our halls.

To help us achieve this goal, the Board of Directors has authorized the creation of a Board of Regents to serve in an advisory capacity to the President and school leadership, as well as to the Chairman of the Board and the Board of Directors. Members of the Board of Regents make recommendations on selected strategic priorities, represent JSerra in the community, and help the school generate resources by making gifts of their own and motivating others to give.

EXPLORE BOARD OF REGENTS

JSerra's longstanding tradition of excellence is fueled by the ongoing generosity of our parents, grandparents, faculty, alumni, and friends. Your support profoundly impacts the daily student experience, making outstanding opportunities possible in the classroom and beyond.

Our stewardship programs include loyalty circles and special events including scholarship breakfasts, special receptions, and dedication ceremonies.

EXPLORE STEWARDSHIP

The Lion's Share Fund is JSerra's cornerstone fundraising initiative and supports the current operating budget. Annual gifts make up the difference between what tuition covers and the actual cost of educating each student.

Gifts to the Lion's Share Fund are tax-deductible and support the extra things that make our school great such as small class sizes, professional development for faculty and staff, an extended financial aid and scholarship program, and enhanced and expanded curricular and co-curricular programs.

EXPLORE ANNUAL FUND

The Always Forward Campaign for JSerra is primarily a major gifts effort to build a new Arts space, complete the expansion of the multi-purpose field with press box, stadium seating, and Athletic locker rooms, and renovate our science lab.

From acquiring our beautiful 40-acre campus to designing five preeminent professional magnet programs, the can-do attitude of JSerra has served our 2,500 graduates and their parents well. Seventeen years later, accomplishments and accolades abound in all areas of the school.

To be content with our initial successes, however, would be contrary to our spirit. As such, the vision for JSerra continues to grow....

EXPLORE CAPITAL CAMPAIGN

The Serra Society honors members of our community who have remembered JSerra in their estate plans. Planned gifts create extraordinary opportunities for our young men and women and preserve the future of our school — and you can make a big impact with a future gift!

Generosity comes in many forms and planned gifts are often the best way to support important causes that matter the most in your life. Choosing the right planned gift depends on your personal circumstances and financial goals.

EXPLORE PLANNED GIVING

Endowment funds provide a steady source of income in perpetuity. The fund is invested to grow each year and the principal is never invaded. JSerra spends a percentage of the interest income to support critical priorities across campus.

Moreover, an endowment strengthens the position of the school by smoothing out the cycles of unpredictable ups and downs of economic change and helps buffer the need for ever-higher tuition by providing a non-tuition-based source of income.

An endowment is not a luxury for an independent school — it is a necessity.

EXPLORE ENDOWMENTS