St. Joseph's Preparatory School

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Charitable Gift Annuity

Click Here for Detailed Explanation

How It Works

You transfer cash or securities to St. Joseph's Prep.

The Prep pays you, or up to two annuitants you name, fixed income for life.

The principal passes to the Prep when the contract ends.

Benefits

  • You receive an immediate income tax deduction for a portion of your gift.
  • Your annuity payments are guaranteed for life, backed by a reserve and the assets of the Prep.
  • Your annuity payments are treated as part ordinary income, part capital gains income (15%), and part tax-free income.
  • You can have the satisfaction of making a significant gift that benefits you now and the Prep later.

More


For more information

If you are considering a charitable gift annuity, email us, complete the personal illustration form, or call us at 215-978-1003 so that we can assist you through every step of the process.

Development Office   |   1620 Cabot St.   |   Philadelphia, PA 19130   |   p: 215-978-1003   |   f: 215-765-1750

St. Joseph's Preparatory School   |   1733 West Girard Avenue   |   Philadelphia, PA 19130   |   p: 215-978-1950   |   f: 215-765-1710

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John Anderson
Vice President for Development
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