Ways of Giving
St Joseph High School is deeply grateful to our families, friends, and our many benefactors. Our academic success is directly tied to the generous support and constant encouragement of all who believe in the mission. Annual contributions currently account for 15% of the school's budget.
We understand that there are as many ways of giving back as there are alumni and so we offer you a variety of ways of renewing your commitment.
On-Line Giving: The easiest and increasingly popular way to make the annual gift is by clicking on the DONATION button on this page.
Employer Matching Gifts: Many companies recognize the value of educational excellence, and have agreed to multiply donations made to the school by their employees.
With matching gifts you can sometimes double or even triple your gift!
Many employers sponsor matching gift programs and will match charitable contributions made by their employees. To find out if your company has a matching gift policy, please enter your employer´s name below.
If your company matches, you may be able to access the forms directly through the search. Follow the set procedure, and St Joseph High School will be happy to assist. The impact of your gift may be doubled or possibly tripled! Some companies match gifts made by retirees and/or spouses.
By Mail: Checks may be made payable to: St Joseph High School and sent to:
Office of Advancement
St. Joseph High School
2320 Huntington Turnpike
Trumbull, Connecticut 06611
By Phone: call the Advancement Office directly at 203-378-9378, and we will assist you personally. A member of our staff is available to discuss with you or your financial advisors ways to plan your giving.
Contributions to the St Joseph Fund can be easily adjusted to the donor’s financial situation and philanthropic interests.
Gifts of Cash: Most gifts to St Joseph are cash contributions, allowing donors to receive full tax benefits. Commitments made to the campaign as pledges can be paid throughout the duration of the campaign.
Gifts of Stock and Bonds: A gift of appreciated securities, with publicly traded stock or from a private company, may provide greater tax advantages than gifts of cash. The donor can deduct the current fair-market value as a charitable gift, and completely avoid capital gains tax on the appreciation.
Stock transfer information:
Account Name: St Joseph High School
DTC Number: 5198
Account Number: 5F3-99F94
Broker: Merrill Lynch
Roland Wauthier ’90, 203.254.6962
United Way: Your United Way gift made through payroll deductions can be specifically directed to St Joseph High School.
Corporations and Foundations: The Advancement Office at St Joseph High School is responsible for working with corporate and foundation donors to achieve the strategic goals of the High School.
Its specific objectives include:
- Link foundation and business objectives with the school's mission
- Engage key alumni volunteers, parents, and friends in building new relationships between commerce and education
- Research and identify opportunities for collaboration
If you believe that your company may present a partnership opportunity, or if you are interested in learning more about partnership opportunities at St Joseph High School, please contact Mrs Michele Krasznai, Director of Alumni Affairs, at 203-378-9378 ext 325, or via e-mail at firstname.lastname@example.org.
Planned Giving: St Joseph High School can assist you with designing many forms of gifts that support our students while reducing or eliminating income, gift, and estate taxes. For further information on any of our Planned Giving options below, please follow through on the link included both here and on the left.
The St Joseph Society was established to recognize donors who have designated St Joseph High School as a beneficiary from their estate. Anyone who has placed a bequest for St Joseph HIgh School in their will is eligible for admission.
You can calculate the advantages of these gifts by contacting Mrs Michele Krasznai, Director of Alumni Affairs, at 203-378-9378 ext 325, or via e-mail at email@example.com.
The following is a list of several gift planning options:
Annuities: A charitable gift annuity is a simple gift that provides income to the annuitant for life. The rate of the annuity is based on the age and number of annuitants. A deduction for the present value of the gift to St Joseph High School may be taken in the year of the gift, and a portion of the income from the annuity is tax-free for a period of years, based on the life expectancy of the annuitant.
You can delay the beginning of payments from your gift annuity. The deferral gives you both a higher income rate and a larger charitable deduction than you could receive from an annuity paying you immediately. Many donors set payments to begin at a future date when they or their spouse will need additional income.
Bequests: One of the simplest ways of creating a planned gift is by including St Joe's in your will or trust. Charitable bequests are not subject to estate or inheritance taxes. A donor can specify an amount in dollars or percentage of the residuary estate, or bequeath the remainder of his or her estate after other provisions of the Will have been satisfied.
Life Insurance: If you are carrying more insurance coverage than your family obligations now require, you may want to consider gifting an unneeded, paid-up policy. If you transfer all rights and incidents of ownership of your policy to the School, you will be eligible for a charitable income tax deduction equal to the policy’s cash surrender value or cost basis, whichever is less. The insurance policy must be whole life, not term insurance. The value of your gift for gift crediting purposes will be the cash surrender value of your policy on the date of transfer.
Real Estate: An outright gift of real estate held by the donor for more than 12 months provides the donor with a charitable income tax deduction for the full market value of the property, based on an independent appraisal. The deduction is limited to 30 percent of the donor’s adjusted gross income, but the remaining value of the deduction may be carried over and used for deductions for the next five years.
Gifts of a personal residence or farm can also be made with a retained life estate. The retained life estate allows the donor or a designee of the donor to live in their home for the rest of their life. After that time, the real estate is owned outright by St Joseph High School, without the complications of probate proceedings. This gift allows the donor to receive current income tax deductions for the discounted value of the property.
Retirement Funds: Retirement plans are often the best asset to give to charity. Qualified Retirement Plans may be the most tax-burdened assets you can own. If you die before you have taken all of your distributions from your IRA, 401(k), Keogh, SEP or other qualified plan, the balance remaining in your plan can be subject to multiple taxes that can claim up to 75% of its value for those in higher estate tax brackets.
Charitable Trust/Bequest Gifts: Trusts may be set up through which a donor may make a gift to St Joseph, receive a tax deduction in the year the gift is made and receive income from investment of the principal for a period of years or for the life of the donor and/or another beneficiary.
Bequests: Please consult your lawyer and use the following phrase in your Will: “I give, devise, and bequeath to St Joseph High School, Trumbull, CT, for its general purposes all (or specify amount) of the rest, residue, or remainder of my estate, whether real or personal.”
For assistance with any of these options please call our Advancement office at 203-378-9378 ext 325, or email us at firstname.lastname@example.org.