Annual Report 2004-2005 to Printer.indd - Junipero Serra High School

HOW CAN YOU HELP
When you think about how you might
contribute a lasting and valuable gift towards
Serra’s continued excellence,
consider your opportunities for giving.
The greatest number of gifts come
to Junípero Serra High School
as direct donations. Typically,
such gifts are deductible items
for federal and California state
income tax purposes, subject to
By naming Junípero Serra High
School the beneficiary of your life
insurance policy, you may receive
a tax deduction. Life insurance
contributions can be an attractive
option when the donor’s family is
A family endowment may
be established to endow a
scholarship for a Serra student.
A minimum target donation of
$10,000 is needed to establish an
endowment.
certain limitations. There can
be additional tax advantages in
donating appreciated property,
securities and other assets.
grown and life insurance may be
of less importance.
A memorial endowment may be
established to honor a loved one.
All those listed in our memorial
book are remembered in a
39
monthly mass.
Real estate gifts are among the
most valuable contributions you
can make to ensure the future of
Serra. Real estate can be given
outright or can be deeded to the
school, while you continue to
occupy the property. It is possible
to create a sizable tax deduction
by deeding such a gift.
Many corporations now recognize
and are willing to support private
secondary education through a
corporate matching gift program.
Check whether your employer will
match your gift!
A bequest is a wonderful way to
remember Serra. A donor may
include a bequest to Serra High
School in a WILL. A bequest
may be for a specific amount, a
percentage of the donor’s estate, or
a residual portion. Bequests can
help offset estate taxes and may
allow a donor to make a significant
gift that might not have been
possible during his or her lifetime.
updated!
Keep us
Your fellow Padres want to know what you’ve been up to! If you’ve recently moved, were married, just celebrated
the birth of a new baby, started a new job, or retired, please let us know. Feel free to include a snapshot with
your news! Send news to: Michelle Wilkinson, Director of Public Relations ◊ Junípero Serra High School ◊
Development Office ◊ 451 West 20th Avenue ◊ San Mateo, CA ◊ 94403 or emai mwilkinson@serrahs.com.