Planned Giving

Planned Giving Program

Saint Francis’ Institutional Advancement program recently introduced a robust, user-friendly planned giving portal (sfhsgiftlegacy.com) to help alumni, parents and friends make meaningful legacy gifts that benefit Saint Francis High School and the donor’s philanthropic objectives with his or her overall estate and financial plan.

While not intended to supplant the professional advice of your tax accountant and/or attorney, sfhsgiftlegacy.com furthers planned giving conversations about the many ways to include Saint Francis in your estate or financial planning through one or more planned gifts.

Planned Giving Options:

To learn more about each of these giving options, visit sfhsgiftlegacy.com or contact Mike Speckman, director of endowment and planned giving, at mikespeckman@sfhs.com. Bequest: Designate Saint Francis High School as the beneficiary of your asset by will, trust or beneficiary designation form. IRA Rollover: Make an IRA rollover gift this year and in future years.

Beneficiary Designation Gifts:

Designate the school as a beneficiary of a retirement, investment or bank account or your life insurance policy.

Charitable Remainder Unitrust:

Transfer your cash or appreciated property to fund a charitable remainder unitrust. The trust sells your property tax free and provides you with income for life or a term of years. Charitable Lead Trust: Fund a trust that makes gifts to Saint Francis for a number of years. Your family receives the trust remainder at substantial tax savings. Sale and Unitrust: Give a portion of your property to fund a charitable remainder trust, when the property sells you receive cash and income for life. Give It Twice Trust: Provide your children with a stream of income while making a gift to Saint Francis. Life Estate Reserved: Give your property to Saint Francis but retain the right to use the property during your life.

Bequests: Simple. Impactful.

Bequests are the simplest planned gifts but are among the most impactful. Even a seemingly small bequest funds Saint Francis’ mission in perpetuity. As we grow this program, we are grateful to those who have included Saint Francis in their planned giving.

To make a bequest, speak with your tax accountant and/or attorney to include a bequest to Saint Francis High School in your estate plan. Here is some basic bequest language to assist you and your attorney.

Bequest of Specific Personal Property

I hereby give, devise and bequeath DESCRIPTION OF PROPERTY to Saint Francis High School, a nonprofit organization located at 1885 Miramonte Ave., Mountain View, CA 94040, federal tax ID #94-1337628, for Saint Francis High School’s general use and purpose.

Percentage Bequest

I hereby give, devise and bequeath ____ percent (___%) of my total estate, determined as of the date of my death, to Saint Francis High School, a nonprofit organization located at 1885 Miramonte Ave., Mountain View, CA 94040, federal tax ID #94-1337628, for Saint Francis High School’s general use and purpose.

Contingent Bequest

If (primary beneficiary) does not survive me, then I hereby give, devise and bequeath to Saint Francis High School, a nonprofit organization located at 1885 Miramonte Ave., Mountain View, CA 94040, federal tax ID #94-1337628, DESCRIPTION OF PROPERTY to be used for Saint Francis High School’s general use and purpose.

Outright Bequest for a Specific Dollar Amount

I hereby give, devise and bequeath _________ and No/100 dollars ($DOLLARS) to Saint Francis High School, a nonprofit organization located at 1885 Miramonte Ave., Mountain View, CA 94040, federal tax ID #94-1337628, for Saint Francis High School’s general use and purpose.

Bequest of Specific Real Estate

I hereby give, devise and bequeath all of the right, title and interest in and to the real estate located at ADDRESS OR DESCRIPTION OF PROPERTY to Saint Francis High School, a nonprofit organization located at 1885 Miramonte Ave., Mountain View, CA 94040 federal tax ID #94-1337628, for Saint Francis High School’s general use and purpose.

Residual Bequest

I hereby give, devise and bequeath to Saint Francis High School, a nonprofit organization located at 1885 Miramonte Ave., Mountain View, CA 94040, federal tax ID #94-1337628, ALL OR A PERCENTAGE of the rest, residue and remainder of my estate to be used for Saint Francis High School’s general use and purpose.