SSJ Legacy Society (Planned Gifts)

The Sisters of Saint Joseph of Philadelphia were the founding teachers of the John Carroll School. Each year they sent their best and brightest to live and teach at John Carroll. The values that they conveyed have made a lasting imprint on thousands of John Carroll alumni.

Sadly, there are no more SSJ’s teaching at John Carroll, but their presence remains, as many of the School’s traditions, values, and programs were founded by the Sisters of Saint Joseph. To Honor their legacy, the School established the SSJ Legacy Society—a society of planned giving donors. Just like the Sisters of Saint Joseph, donors leave a legacy gift to help shape the future of The John Carroll School. How can you become a member of the SSJ Society? Explore the many different options of planned giving.

Gifts that cost you nothing now

Bequests

A will is the most important document you will create during your lifetime. It lays out the plans for the distribution of your assets to your family and friends. It can also be a tool to help The John Carroll School. By making a provision in your will to support John Carroll now you will make a gift that will benefit John Carroll Students in the future.

Retirement Plans

Retirement plans are another way to defer your support to John Carroll and potentially receive tax benefits. You can designate The John Carroll School as a beneficiary of your 401(k), IRA or other qualified plan.

IRA Rollover

The IRA Charitable Rollover was extended by congress through December 31, 2013 as a provision of the American Taxpayer Relief Act of 2012. The IRA Charitable Rollover allows individuals age 70½ and older to make direct transfers totaling up to $100,000 per year to 501(c)(3) organizations, without having to count the transfers as income for federal income tax purposes.

Life Insurance

Making a gift of life insurance is as simple as Retirement plans. Simply designate The John Carroll School as the beneficiary of the plan and continue to own it as you have before. You may also transfer ownership of a paid policy that can either immediately help the School or be deferred.

Gifts that pay you back

Two of the most widely used giving vehicles that actually pay you back are Charitable Gift Annuities and Charitable Remainder Trusts. John Carroll will work with you and your financial advisor or counsel to start these attractive gift options so that they benefit you and the School.

*The John Carroll School does not provide legal, tax or financial advice. Please begin your planned giving process by speaking with your legal, financial or tax advisor.