A significant goal for San Juan Diego Catholic High School is the concept of "asset-based giving" or giving from accumulated wealth. The most common and simplest method of funding a gift is to give from your income stream. While cash gifts are beneficial and greatly appreciated, they can be limiting. There are other methods of giving that allow donors to contribute greater dollars at lower costs. Structured and well-planned giving from total wealth can dramatically raise the ability to make a gift.

Feel free to contact Mrs. Jupe to discuss these types of giving opportunities.

Some Non-Traditional Methods of Giving

Transfer of Stock
Long-term, appreciated stocks and securities are almost always an excellent way to provide financial support. They can be used to support the annual campaign or in establishing planned giving arrangements, and they provide a double benefit for you - a current income tax deduction and avoidance of capital gains taxes.

Real Estate Gift
Gifts of real estate usually allow the avoidance of the capital gains tax and provide a charitable deduction. Lifetime occupancy of a donated residence may be retained.

Retained Life Estate
A gift of personal residence or farm with a retained life estate enables you to continue to use your property for your lifetime and provide a future gift for San Juan Diego.

Life Insurance Planned Gift
By making San Juan Diego Catholic High School the beneficiary of an existing insurance policy you make good use of your resources and expand your ability to make a significant gift. Designating SJDCHS as a beneficiary is the easiest method of giving a planned gift.

Retirement Planned Gift
By designating SJDCHS as recipient of any benefits remaining in your retirement plan you may effectively reduce the taxes on those assets.

Charitable Gift Annuity
A charitable gift annuity enables you to transfer cash or marketable securities to SJDCHS in exchange for a current income tax deducation. SJDCHS will make fixed annual payments to you for life.

Charitable Remainder Trust
A charitable remainder trust is an agreement between you and a trustee that can provide fixed or variable income to meet your specific financial needs, at the termination of which the remaining assets are passed to SJDCHS.

Charitable Lead Trust
A charitable lead trust is an agreement between you and a trustee that provides income to SJDCHS for a period of years, at the end of which the trust property typically passes to an heir.