Planned Giving

Planning a gift for the future

Contribute to Vianney's future by planning for a special kind of gift. Although cash contributions to Vianney are always appreciated, there are other creative and flexible options that can benefit you and Vianney. You can help ensure Vianney's future by creating a trust while you are living or by including Vianney in your will.

Appreciated securities are an excellent way of funding many of these gifts, often unlocking greater income while eliminating, or at least reducing, capital gains tax.

To learn more about planned giving opportunities, please contact Mr. Pete Cerone, Director of Advancement by e-mail or at: 314.965.4853, ext. 118.

The Griffin Society

The Griffin Society is made up of individuals who support St. John Vianney High School. They have either endowed their gift or created a planned gift through a charitable trust, charitable gift annuity, life insurance policy, bequest or retirement plan designation.

Each fall, in the spirit of celebration and recognition, the Griffin Society members are invited to the school for a special dinner in their honor.

By joining the Griffin Society, you have created a legacy to live beyond your lifetime. Your gift indeed makes a difference to the school, our programs and services, and most of all, to our students.

Bequests

One of the simplest ways to support Vianney's future, a bequest provides a gift for Vianney in your will.

Charitable Gift Annuities

An agreement between you and St. John Vianney High School that provides you with regular fixed payments annually (an annuity) for life in exchange for transferring assets to Vianney.

Charitable Remainder Trusts

An agreement between you and a trustee that can provide fixed or variable income to meet your specific financial needs, at the termination of which the remaining assets are passed to Vianney.

Charitable Lead Trusts

An agreement between you and a trustee that provides income to Vianney for a period of years, at the end of which the trust property typically passes to an heir.

Retirement Assets, Life Insurance, Real Estate

You may wish to make Vianney the beneficiary of a policy.

Planned Giving Calculator

Use Vianney's Planned Giving Calculator to provide you with an illustration of the income and tax benefits to which you may be entitled if you make a planned gift to benefit St. John Vianney High School.

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Planned Giving Glossary

Provided here are definitions of some financial words and phrases that are used when talking about Planned Giving:

Annuitant: One who receives annual fixed payments from an annuity

Annuity: A fixed sum payable annually

Appreciated securities: Stocks and/or bonds that have increased in value since they were acquired

Beneficiary: The person named to receive the income from, or remaining assets of, a trust

Bequest: A gift through one's will

Capital gains tax: The tax imposed upon profits realized from the sale of financial assets that have increased in value since they were acquired

Codicil: An addition to a will that either modifies it or revokes part of it

Gift tax: A tax imposed on someone who gives money or property to another person without compensation

Irrevocable gift: A gift that cannot be annulled, undone, or changed

Mutual fund: An investment company that invests the money of its shareholders in a diverse group of securities of other corporations

Present value: The value, in today's dollars, of assets to be received at some future time

Principal: The initial sum invested or borrowed, or the remainder of that sum after payments have been made

Real property: Immovable property; land, together with all the property on it that cannot be moved, together with any attached rights; often referred to as "real estate"

Retained life estate: The right to use property for life (usually a residence or a farm) after contributing the remainder interest to a charitable institution

Retirement accounts: Qualified plans like IRAs and 401(k) accounts that permit individuals to accumulate savings tax-free for retirement

Tangible personal property: Includes movable objects (e.g. china, books, cars, clothes, art, etc.) but does not include land, buildings, or other forms of real estate (real property - see above), or stocks, bonds, copyrights, cash, or other "intangible" personal property

Trust property: Property held in trust by one person (trustee) for the benefit of another (beneficiary)

Variable income: Payments received on a regular basis that are subject to change, not fixed