Planned Giving is an excellent way to leave a lasting legacy at Saint Ignatius High School. Use this page as a resource to find out
What to Give and learn about the best assets to make a planned gift. Learn about gifts of cash, securities and property. Learn
How to Give and discover gift options that provide tax and income benefits.
Gifts of Securities/Stock Transfers
Many donors prefer to make gifts of appreciated stocks, bonds, mutual funds, or exchange traded funds.
How to Make a Gift
We have an intuitive, easy-to-use tool that will guide you through the process in less than 10 minutes! This tool will complete the required forms for your brokerage and automatically provide the information you need to have the stock sent to the Saint Ignatius account at UBS.
If you have any questions, difficulty using the tool or feedback please contact our Advancement Department at 216-651-0222.
| Directions for gifts of stock to Saint Ignatius High School, a 501(c)(3) non-profit organization: |
1) Notify Saint Ignatius High School
Attn: Emily Pfisterer, Gift Steward
epfisterer@ignatius.edu
216-651-0222
a) Your name
b) stock name
c) number of shares
d) date they are going to be
transferred
e) where to apply the donation
(Annual Fund, scholarship, towards a pledge, etc.)
|
2) Contact your broker and give them our account
information (see below).
Broker:
UBS Financial Services
18500 Lake Road, Suite 400
Rocky River, OH 44116
Contact:
Kevin Ryan
Phone: 440-356-5237
Fax: 877-267-4005
j.kevin.ryan@ubs.com
DTC: # 0221
Acct: # XJ18559
Tax ID: # 34-0714500 |
Why Donate Appreciated Assets?
There are two key factors that many donors consider when making a gift of appreciated assets: impact on our mission and potential tax benefits.
Impact on our Mission
Many of our most committed donors find they’re able to give more generously when they donate appreciated assets than if they’d simply given cash. That generosity means we’re able to achieve more and advance our mission faster.
Potential Tax Benefits
If you are itemizing deductions on your tax return, you may be eligible for a charitable deduction of the full value of your gift. Whether or not you are itemizing deductions, though, donating an appreciated asset can help you avoid paying tax on capital gains. Always discuss donations with a tax consultant to maximize your benefits.
IRA Charitable Rollover
You may be looking for a way to make a big difference to help further our mission. If you are 70½ or older you may also be interested in a way to lower the income and taxes from your IRA withdrawals. An IRA charitable rollover is a way you can help continue our work and benefit this year. LEARN MORE
Will Creation - FreeWill.com
One of the most powerful ways to support the school for years to come is through a gift in your will. As an exclusive resource for our Saint Ignatius community, you can now make a will in less than 25 minutes, completely free to you. If you would like to speak to a lawyer about your will, this free tool can help document your wishes beforehand. Secure your legacy for the people and causes you love today. Click here to get started!
Members of the Saint Ignatius High School community who have designated the school as a beneficiary in their estate plan will be placed in our Manresa Society.
Planned Giving
There are even more ways to support Jesuit education. Click here for more information at plannedgiving.ignatius.edu.