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When you include Regis Jesuit High School in your will or estate plan, you become a member of the St. John Francis Regis Legacy Society and help ensure the long-term viability of the school.
moreYou may be looking for a way to make a significant gift to help further the mission of Regis Jesuit High School. A bequest is a gift made through your will or trust. It is one of the most popular and flexible ways that you can assist in the growth of our endowment, ensuring a Catholic, Jesuit education remains accessible and affordable to all qualified students.
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An IRA rollover allows people age 70½ and older to reduce their taxable income by making a gift directly from their IRA.
moreAn IRA rollover allows people age 70½ and older to reduce their taxable income by making a gift directly from their IRA.
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Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to Regis Jesuit High School.
By electronic transfer - Please contact us for instructions on how you can transfer stock or bonds from your brokerage or investment account to Regis Jesuit High School.
By certified mail - If you hold securities in certificate form, you will need to mail two envelopes separately to complete your gift. In the first envelope, place the unsigned stock certificate(s). In the other envelope, include a signed stock power for each certificate. You may obtain this power from your broker or bank. Please remember to use certified mail.
There are special rules for valuing a gift of stock. The value of a charitable gift of stock is determined by taking the mean between the high and low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift.
If you have any questions about gifts of stocks and bonds, please contact us. We would be happy to assist you and answer any questions that you have.
