Planned Giving
What is Planned Giving?
Providing for the future well-being of family, and, at the same time, supporting the mission of Strake Jesuit can be accomplished by a variety of gifts known as planned gifts. These are truly Gifts of a Lifetime. Individuals who have made such gifts are included in the school's Loyola Society.
Planned giving is finding ways to make charitable gifts now or after your lifetime while enjoying financial benefits for yourself.
Planned gifts are sometimes referred to as "stop-and-think" gifts because they require some planning and, often, help from your professional advisors. Unlike cash donations, they are typically made from assets in your estate rather than disposable income, and come to fruition upon your death.
Begin My Giving Journey
Take a look at the different options that you think may work best.
Plan by Giving Amount
Plan by Age
Plan by Assets
Under $25,000
The most popular options for a gift in this range:
$25,000 to $99,999
The most popular options for a gift in this range:
$100,000 to $999,999
The most popular options for a gift in this range:
$1 million or more
The most popular options for a gift in this range:
Under 40
The best gift options for you:
40-54
The best gift options for you:
55-69
The best gift options for you:
70+
The best gift options for you:
Cash
Most popular ways to give this asset:
Appreciated Securities
Most popular ways to give this asset:
Retirement Plan Assets
Most popular ways to give this asset:
Life Insurance
Most popular ways to give this asset:
Real Estate
Most popular ways to give this asset:
Tangible Personal Property
Most popular ways to give this asset:
Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. California residents: Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. Oklahoma residents: A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. South Dakota residents: Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.