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Planned Giving

The Legacy Society

The St. John's Prep Legacy Society was established to recognize and thank those individuals and families who have supported the Prep by making a charitable through a planned gift. Membership in the Legacy Society is extended to those individuals who have informed the school in writing that they have included St. John's Prep in their estate planning. Written documentation of your planned gift can be as simple as forwarding a copy of your pertinent provisions set forth in your will or trust to the school or sending a letter from your attorney stating that you have made a provision in your estate plan for St. John's Prep.

In addition to being a very creative way to help individuals and families maximize their giving to the Prep and in some cases even receive life-income benefits, gift planning is also emerging to be a vital way of advancing the mission of our school and securing the Prep's financial foundation for the future.

Planned giving is about finding ways to make charitable gifts from your estate while enjoying while enjoying financial for you and your family as well. We hope the information included in the Legacy Society brochure will provide you with gift planning ideas that will enable you to provide for your family, maximize your charitable giving, take advantage of tax incentives, and leave a lasting legacy for the Prep.