St. Joseph's Preparatory School

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Plan-a-Gift®

Welcome to Plan-a-Gift®, our unique interactive gift planning service. Just answer the three questions below and Plan-a-Gift® will recommend the best gift plan or plans to meet your individual needs and help St. Joseph's Prep at the same time!

Type of asset: What type of asset do you want to contribute?

	Cash or securities
	Retirement account (IRA, 401k, 403b)
	Life insurance
	Real estate
	Personal property (art, collectibles, equipment)
	Business interest (closely-held stock, partnership interest)

Gift range: What gift range are you considering?

$5,000 - $99,999

$100,000+

Your goal: What do you want to accomplish with your gift?

An Outright Gift that provides an immediate tax deduction to me and immediate benefit to the Prep.

A Gift in My Will or Trust that will cost me little or nothing now, but benefits the Prep later.

A Life-Income Gift that provides an immediate tax deduction and a stream of income to me, my spouse or others now, and leaves the principal to the Prep later.

Important - Age range of beneficiaries:

35 - 50

50 - 65

65+

A Wealth Transfer Gift that provides a stream of income to the Prep now, and leaves the principal tax-free to my heirs later.

Read about your gift.

Would you like me to give you a call?