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What is Planned Giving?

The task of ensuring Saint Joseph Regional School’s future rests with those who invest in the school with a vision for tomorrow. Planned giving is a way to leave a lasting legacy of support for the school. There are many vehicles to make a planned gift, all of which provide their own opportunities and advantages for you and SJRS.


Planned gifts secure the future of SJRS. Making such a gift now ensures that future students will have the same opportunities to succeed as do our current students. It’s an investment that goes a long way.

A planned gift made to SJRS, like most other gifts, can be restricted or unrestricted. Because of the uncertainty of the school’s future needs, donors often make their bequests unrestricted, in order to allow for the utilization of the funds where they are most needed.


By making a planned gift, you are proactively planning for future students and their success.

Some of the many benefits of Planned Giving

In addition to supporting the mission of Saint Joseph Regional School, a planned gift can provide to you substantial tax advantages, especially on gifts of stocks and real estate. The total income, estate, and capital gains tax savings and the probate expense savings can come close to the amount transferred. The benefits include:

  • an income tax deduction

  • reduced capital gains taxes

  • reduced probate costs and estate taxes

  • income for life


Simply by taking advantage of incentives the IRS provides, you and your advisor can craft a gift that fits your needs, as well as the needs of SJRS. A planned gift makes it possible for you, your loved ones, and SJRS to all benefit.

Types of Planned Giving

Planned gifts can be structured in many different ways, and quite often include assets other than cash.  Some common types of planned gifts are:

  • Gifts of securities

  • Charitable bequests

  • Charitable gift annuities

  • Deferred gift annuity

  • Life insurance

  • Charitable remainder trust

  • Charitable lead trust

  • Retained life estate

If you're interested in learning more about planned giving, contact Jennifer Marshall, Director of Advancement, at or by calling 603/352-2720 x504.

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