A PLAN THAT FITS YOUR NEEDS
AS WE CONFRONT THE CHALLENGES OF THE FUTURE, we know
that the generosity of those who assist us will make all the difference in
our success. That is why we seek your support.
We also, however, want to make sure that you benefit from making
a gift to Jesuit High School. In addition to making a difference in the
lives of our students, the best gift plans improve your financial and
tax situation—often right away. A well-planned gift can reduce or
possibly eliminate long-term capital gains taxes, provide current
income tax deductions, reduce possible estate and gift taxes, or
even increase your income.
This booklet allows you to explore opportunities that combine
your philanthropic giving with your financial needs and tax-planning
strategies. Through creative gift planning, you can secure your own
financial future, as well as ours.
To design a gift that benefits the people and organizations you care
about most, we recommend that you obtain the professional counsel
of an attorney who specializes in estate planning. We can work with
your advisors to help you plan for tomorrow and receive maximum
benefits today.
3
The Rewards of
Personal Philanthropy