2 Dear Parents, Alumni and Friends of Jesuit, Because Jesuit depends upon the generosity of our faithful donors, I want to invite you to consider joining Jesuit High School’s 1899 Bequest Society. This special group includes friends and families who have made provisions to name Jesuit High School of Tampa as a beneficiary in their wills or other estate plans. Our Bequest Society members make the “ultimate gift”—a planned gift—in helping to ensure that their support for Jesuit continues for our future generations. This booklet is my way of sharing with you various options to help advance the mission of Jesuit High School. If you have made provisions in your will or estate plan and wish to join the 1899 Bequest Society, or if you would like additional information, please contact Nick Suszynski in Jesuit’s development office at (813) 877-5344, Ext. 704. On behalf of our students, thank you for your consideration and generous support. May God greatly reward you for your kindness. Yours in Christ, Rev. Richard C. Hermes, S.J. President Table of Contents The Rewards of Personal Philanthropy ................3 A Current Will or Trust ........................4 Outright Gift of Cash or Check ......................5 Personal Property and Securities..............6 Your Retirement Plan Assets ........................... 8 Compare Your Gifts ...10 Life Insurance ............12 Real Estate ................13 Closely Held Stock ...14 Memorial Gifts ..........16 How to Remember Us in Your Will ...........17 The 1899 Bequest Society .......................19 FROM THE PRESIDENT Fr. Richard C. Hermes, S.J.
18806JH
To see the actual publication please follow the link above