Legacy Giving - Wills, Trusts and Bequests

The following pages will offer ideas as to how you can be a partner in our mission to provide educational excellance in a loving, Christ-centered community that prepares students to serve and to lead in an ever-changing world. Legacy giving provides the resources necessary to sustain excellence and preserve the future of Justin-Siena.

RECENT NEWS! Congress has passed a new law extending the IRA charitable rollover. For more information, click here.

There are as many different ways to support Justin-Siena as there are needs for your support. Planning a gift is more than just finding a need. There are a lot of factors to consider. If you are not familiar with the concepts and strategies of charitable gift planning, you might want to take a moment to consider A Quick Guide to Legacy Gifts and Factors in Planning.

Legal Name: Justin-Siena High School Tax ID Number: 94-2168313 Sample Bequest Language

The stories that follow share some of the different ways people can become partners with us in changing lives. Take a moment to see how they - perhaps in circumstances similar to yours - have found ways to support the needs of others and causes that are important to them - the way Justin-Siena is important to you. In turn, they have enriched their own hearts as well. Just click on the links below.

Types of Gifts	Assets to Consider
Bequests in Wills and Trusts
Charitable Gift Annuities	Retirement Assets
Deferred Charitable Gift Annuities	Appreciated Stock
Charitable Remainder Trusts	Real Estate
Retained Life Estate	Life Insurance
Charitable Lead Trusts	Tangible Personal Property
Bargain Sales

If you have already included Justin-Siena in your estate plans, please let us know by calling us or filling out our estate intention form. We would like to assist you in making certain your intentions will be carried out. Individuals and families who have made a gift to the Justin-Siena High School Foundation through their estate plan are recognized as members of the Legacy Circle.

If you have not written a will yet, regardless of your charitable intent, please consider this for it is a gift to your loved ones.

Individual circumstances will vary - as with all tax and estate planning, please consult your attorney or estate specialist. Some of the gift arrangements are revocable and others cannot be changed once established. Some work better with cash and others with appreciated assets. There are many variations, enough so that a giving plan can be tailored to your needs, desires and capabilities. We will be glad to answer questions and offer suggestions confidentially based on your personal circumstances. Please call us or e-mail us (see contact page). You may also use our information request form.

Join our e-mail news and information list and receive quarterly e-mails of news relating to legacy giving and of general interest. Just enter your e-mail address and name here and click go. Your e-mail will not be shared (see privacy).

Please type the code shown in the image (it is case sensitive):

(sorry for the inconvenience - spam has made it a necessity) This form protected by WebSpamProtect. JavaScript must be enabled in your browser to view this image.

You can find additional information with our frequently asked questions, glossary, and the site map.

Contact Us

For more information or a confidential discussion of your charitable options, please email or call the Director of Advancement, Kathy Scollin, at (707) 255-0950 ext. 681.

Please note, individual financial circumstances will vary. The information on this site does not constitute legal or tax advice. Donor stories and photographs are for purposes of illustration only. As with all tax and estate planning, please consult your attorney or estate specialist. All material is copyrighted and is for viewing purposes only. Use of this site signifies your agreement with the terms of use. The content in this Legecy Giving section has been developed for Justin Siena High School and is owned by Future Focus. Please report any problems to section webmaster.