Planned Giving

SJA Foundation Inc.
How to include St. Joseph’s Academy in your will

SJA FOUNDATION
The SJA Foundation, the nonprofit corporation established to preserve, promote and perpetuate SJA as an outstanding educational institution, is the funding source that ensures the continued excellence of SJA. Gifts in support of the SJA Foundation help deserving students receive tuition assistance while SJA’s financial stability is secured for future generations.

PLANNED GIFTS AND BEQUESTS
Deferred gifts are an option for friends and SJA community members to make an investment in SJA’s future by including SJA in the planning of their estates.

A provision for the SJA Foundation Inc. in a will allows for a substantial contribution without diminishing assets during one’s lifetime. A gift by bequest to the SJA Foundation is deductible from the estate, and estate tax savings are possible.

  • Planned gifts are held within the SJA Foundation. When naming gifts to St. Joseph’s Academy in a will, please use the proper name of the organization – SJA Foundation Inc.
  • The tax identification number of the SJA Foundation Inc. is 23-7004456.

Thank you for your interest in considering a planned gift to St. Joseph’s Academy. Planned gifts for the future help ensure the quality of education at St. Joseph’s Academy. If you have already made a planned gift to SJA, we would very much appreciate you notifying us. Planned giving donors who so desire are recognized in the Academy Legacy Society.

ADDITIONAL WAYS OF GIVING

  • Retirement Plan Beneficiary Designations
  • Life Insurance Beneficiary Designations
  • Charitable Remainder Trusts
  • Charitable Lead Trusts
  • Securities

For more information, please contact the SJA Development Office at (225) 388-2220.

Tax planning is an important aspect of charitable giving. The tax laws are specifically designed to encourage charitable giving by lowering the cost of making a donation. The SJA Foundation encourages donors to consult their personal tax and legal advisors in regard to all charitable gifts.

 

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  3015 Broussard St., Baton Rouge, Louisiana 70808
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