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Learn how others have made an impact through their acts of giving to the Jesuits and others.

The Ignatian Heritage Society (IHS) represents a tangible opportunity for the Society of Jesus to thank those during their lifetime who have remembered the Jesuits in their wills and trusts.  On July 1, 2017, the California and Oregon Provinces became USA West Province of the Society of Jesus (Jesuits West).  Both Provinces combined their IHS programs to reflect our new reality.  If you would like to become a member of our IHS program, please contact Rev. Samuel P. Bellino, S.J., at sbellino@jesuits.org or call (408) 884-1639.
 

Donor Stories

  • Cecilia and Ed's Life EstateCecilia and Ed's Life Estate
    Cecilia Arnold has just one canine companion these days - a Scottish deerhound named Gwen - but there was a time when Arnold and her late husband, Edward, had nearly 20 Scottish deerhounds.
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  • Al and Liz' Living TrustAl and Liz' Living Trust
    Dr. Albert R. Jonsen and his wife, Mary Elizabeth, count many Jesuits among their friends and make it a point to see them as often as possible.
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  • David and Nancy's Success in LifeDavid and Nancy's Success in Life
    David Marano credits the Jesuits with helping him succeed in life, so when he and his wife, Nancy, discussed how they would like to allocate their assets, selecting the California Province...
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  • Kirch and Sharon's WeddingKirch and Sharon's Wedding
    Ask about Kirch and Sharon DeMartini's wedding story and you'll not only learn the usual details of date, but you'll also quickly understand the pivotal role Jesuits played in the wedding itself.
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  • Jack and Judy's BequestJack and Judy's Bequest
    Jack Perry knew nothing about the Jesuits when an article in his local newspaper caught his eye—a community group was working to start a Catholic high school in Palm Desert.
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  • Jesuit's Guidance Helps Judy's PlanningJesuit's Guidance Helps Judy's Planning
    Mountain View resident Judy Hurley has remembered the California Province in her will in large part because she followed a piece of advice her father once offered.
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Gift Examples

  • Bequests
    Joe and Anna have been faithful supporters of our organization over the years. Both of them strongly believe that it is important to support and encourage our mission.
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  • Tax-Free Sale
    Howard and Lynn were age 55 when they purchased some land outside of town, and they thought it would be a good investment that they could later sell.
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  • Fixed Income for Retirement
    After working for decades as a pediatrician in a small rural town, Patricia was ready to retire.
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  • Reduce Your Taxes with an IRA Rollover Gift
    Margaret was a retired librarian. She had been an active volunteer and supporter of her favorite charity for many years. Margaret saw that her taxes were going up.
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  • Capital Gains Tax Bypassed
    Peter and Gail were nearing retirement. Over the years, with the help of their financial advisor, they made solid investments in securities.
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  • Sale and Unitrust
    Gene and Carol purchased stock in a small medical service company several years ago. Now, Gene and Carol are looking for a way to save taxes.
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  • The Retirement Unitrust
    Mary grew up on a farm. When her parents passed away, she inherited the farm. Now, several developers would like to build homes on the farmland.
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  • Property Turns Into Income
    Miranda lived in the family home where she and her spouse had raised their children. After her spouse passed, Miranda found it increasingly difficult to care for her home.
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  • An Easy Way to Help Our Work with Your IRA
    Daniel was a retired businessman who volunteered for our organization. When we decided to add a new program, he was excited to help in a significant way.
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  • Flexible Deferred Gift Annuity
    Lewis is a 54-year-old executive at a large healthcare company. He purchased company stock during years when the stock price was low, and now the stock has grown substantially.
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  • Part Gift and Part Sale
    Susan and Kevin bought their first home many years ago. They had planned to build a second home so that their children could spend their summers along the lake.
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  • Current Gifts
    As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving.
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  • A Bequest to Further Good Work
    Nancy and David were dedicated volunteers. Over the years, they had seen many individuals helped by the good work of their favorite charity.
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  • Deferred Gift Annuity
    Several years ago Larry and Allison invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision.
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  • Gift Annuity for Real Estate
    Jonathan purchased a home many years ago for $80,000. The home has appreciated substantially over the years and is now worth $420,000.
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  • A Bequest to Save Taxes
    Thomas was a widower who had a great love for our organization. As an individual who had directly benefited from our work.
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  • Leading for the Future
    Luke and Candice spent many years volunteering and supporting their favorite charity. They wanted to give back in a way that would help fulfill its mission.
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  • IRA Rollover: A Gift with Substantial Benefits
    Gary was a retired attorney with a significant IRA and substantial income from investments. He had made IRA rollover gifts in the past three years to his favorite charity and knew the benefits.
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  • Give it Twice Trust
    While visiting the Wills Planner on her favorite charity's website, June, a surviving spouse, came across the idea of a Give it Twice Trust.
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  • Providing for Our Children's Future
    Joe and Kathy worked for years building their nest egg for retirement. They also want to provide for their children.
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Loyola Institute for Spirituality
Loyola Institute for Spirituality (LIS), founded in 1997, is located in Orange, CA. LIS provides many programs and services for individuals, parishes, and dioceses throughout Southern California and beyond.