St. John Francis Regis Legacy Society

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.

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About Bequests

You 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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IRA Charitable Rollover

An 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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IRA Charitable Rollover

An 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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IRA Charitable Rollover

You may be looking for a way to make a big difference to help further our mission. If you are 70½ or older you may also be interested in a way to lower the income and taxes from your IRA withdrawals. An IRA charitable rollover is a way you can help continue our work and provide benefits to your tax year as well. Please consult a CPA or your tax advisor for your specific situation.

IRA Charitable Rollover
IRA (Custodian)
RJHS
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Benefits of an IRA charitable rollover

  • Avoid taxes on transfers of up to $100,000 from your IRA to Regis Jesuit High School
  • Satisfy your required minimum distribution (RMD) for the year
  • Reduce your taxable income, even if you do not itemize deductions
  • Make a gift that is not subject to the deduction limits on charitable gifts
  • Help further the work and mission of our organization

How an IRA charitable rollover gift works

  1. Contact your IRA plan administrator to make a gift from your IRA to Regis Jesuit High School.
  2. Your IRA funds will be directly transferred to Regis Jesuit High School to help fulfill our mission.
  3. Please note that IRA charitable rollover gifts do not qualify for a charitable deduction.
  4. Please contact us if you wish for your gift to be used for a specific purpose.

Contact us

If you have any questions about an IRA charitable rollover gift, please contact us. We would be happy to assist you and research any questions you might have.

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