St. Joseph's Preparatory School

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Goals and Benefits


Your Goals

Your Strategy

Your Benefits

Maximize your deduction; minimize the gift details.

Use cash to make your gift to the Prep.

Claim your deduction against a larger portion of your adjusted gross income, and make an immediate impact on the Prep.

Afford a larger gift to the Prep – and avoid capital gains liability.

Give appreciated securities or bonds held over one year.

Buy low and give high – make a gift that costs you less than the benefit it delivers to us, while avoiding capital gains tax.

Make a gift for the Prep's future that doesn't affect your cash flow or portfolio now.

Put a bequest in your will (cash, specific property, or a share of the estate residue).

Today – a gift that costs you and your family nothing.

Tomorrow – an estate tax deduction.

Retain income benefits from the assets you give to the Prep – and thus afford a larger gift.

Create a charitable gift annuity or a charitable remainder trust

Receive income for your lifetime; receive a charitable deduction; diversify your holdings.

Reduce high tax liability now; gain additional income later.

Establish a deferred gift annuity.

A larger deduction and a higher income rate than our other life-income gifts offer.

Tap one of the most valuable assets in your portfolio to make a gift to the Prep.

Use real estate to make your gift to the Prep.

Avoid capital gains tax, receive an income tax deduction – and have the option of a gift that doesn't affect your lifestyle.

Reduce gift and estate taxes and control the timing of passing assets to your children and grandchildren.

Create a charitable lead trust which supports programs at the Prep for a fixed, finite period with the principal going to your heirs.

Reduce gift and estate taxes, and freeze the taxable value of growing assets before they pass to your family.

Locate an overlooked asset that you can easily give to the Prep.

Name the Prep as beneficiary of your retirement plan, leave other assets to family.

Eliminate income tax on retirement plan assets; free up other property to pass to your heirs.

Make an endowment gift from income rather than capital.

Create a new life insurance policy, or donate a paid-up policy whose coverage you no longer need.

Increase your ability to make a significant gift to the Prep.

Would you like me to give you a call?

Al Zimmerman
Director of Development
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Phone Number