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A Lifetime of Lessons from a Jesuit Education
Growing up in Tacoma, Washington, Mark Wuotila attended Catholic grade school just as his mother had. As he approached high school, it seemed only natural to continue his Catholic education.
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Mimi's Long Jesuit Relationship
For as long as she can remember, the Society of Jesus has been part of Mimi
Krsak's life.
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Cecilia 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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Steve's Planned Gift
Stephen Dunphy had never met a Jesuit before sitting down with Fr. Terrance
Mahan, S.J. for an admissions interview at Loyola University.
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David 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 Jesuits West as the main charity in their bequest
just made sense.
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Kirch and Sharon DeMartini
Ask about Kirch and Sharon DeMartini's wedding story and you'll not only
learn the usual details of date (Dec. 27, 1966) and location (St. Mary of
the Immaculate Conception in Los Gatos), but you'll also quickly...
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Jack 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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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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