Legacy & Gift Planning
Bequests, Trusts and Beneficiary Designations
We invite you to Leave a Legacy at Saint Francis by joining the Lancer Legacy Society. Our donors who have informed Saint Francis of an estate gift, through their will, bequest, beneficiary designation or trust of $25,000 or more, qualify for recognition in the Lancer Legacy Society.
Endowments & Memorials
To create an endowment through your estate, or as a memorial to a loved one, please visit our Endowment page and contact the Advancement Office.
If you are interested in making a legacy gift through your estate, please use our Lancer Legacy Society Form, or contact us at firstname.lastname@example.org.
Gift Planning - Tax Advantaged Giving
Gift planning provides an opportunity for donors to make meaningful gifts to Saint Francis High School while using estate and tax planning strategies. Donors can make annual gifts, create endowments or fund a naming opportunity by giving appreciated assets, and avoiding capital gains, thus creating a more impactful philanthropic benefit.
An appreciated asset can be stock or securities, real estate, art, or other assets.
Giving Appreciated Stock - Example
A donor wants to make a $10,000 gift to Saint Francis. This gift can be made with cash, and the donor receives a deduction. However, the donor has already paid taxes on the full $10,000. There may be a better way for donors with appreciated securities.
The donor can give appreciated stock worth $10,000 that was purchased for $1,000. By gifting the stock to Saint Francis, the donor will avoid the $9,000 capital gain, and enjoy the full $10,000 write off. The donor can then use, if he or she chooses, to repurchase the stock with the $10,000 cash, thus adjusting the cost basis.
When making a gift of securities, it is important that you arrange for a direct transfer to the broker for Saint Francis High School and not sell them yourself. Please refer to the Stock Transfer Instructions for details.
Designated Advisor Funds (DAFs)
DAFs have become an increasingly important planned giving tool for donors making annual and significant contributions. Most investment firms have a DAF program where investors can make a gift, plan for taxes, invest the funds and designate their gift at a later date. Saint Francis receives many DAF gifts each year and we would be glad to work with you and your advisor.
Gift Planning Overview
There are many types of Planned Gifts, including Real Estate, Remainder Trusts and more, each with different benefits. Please review our Planned Giving Overview for more information. We would be glad to discuss the appropriate gift planning opportunity with you.
You may also visit our Planned Giving website where you will find brochures on specific giving vehicles, an estate planning guide, and calculators and presentations that show the benefits of gift planning.
Please contact us for Lancer Legacy Society or
Gift Planning questions at email@example.com.
*GIFT PLANNING – Always consult with your estate planning, financial planning or tax planning advisor to discuss if one of these giving vehicles is a good fit for your financial plan.
Kevin J. Gonzalez
Director of Campaign & Principal Gifts
Greg Calcagno '83
Aurea DeFranco '84
Community & Family Engagement Director
650-968-1212, ext. 282
Major Gifts Officer
Annual Fund Manager
Saint Francis High School is a 501(c)3 tax-exempt nonprofit organization.
Federal Tax ID# 94-1337628