A SPECIAL SOCIETY FOR DONORS The 1899 Bequest Society TO HONOR OUR FRIENDS who have put into practice such planned giving concepts as those discussed in this booklet, we have founded the 1899 Bequest Society. Donors who make financial or estate gifts of any size through wills, trusts and other planned gifts are recognized for their dedication to our mission. As an 1899 Bequest Society member, you will have the satisfaction of knowing that you are continuing our tradition—helping to ensure the future strength of Jesuit High School through your generous support. A list of our society members can be found online and annually in the President’s Annual Report. All members are invited to attend the President’s Mass and Breakfast each year. If you have already named us as the beneficiary of a planned gift, we welcome you as an 1899 Bequest Society member. If you would like more information about how you can become a member—in a manner that benefits you, your heirs and us—call Nick Suszynski in Jesuit’s development office at (813) 877-5344, Ext. 704. © The Stelter Company The information in this publication is not intended as legal advice. For legal advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results. Statistics from the Stelter Donor Insight Report are based on two scientific studies, commissioned by The Stelter Company, that were conducted in 2008 and 2009 with a total of 1,701 American adults. 19
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