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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.