Endowment
--- A Bright Future
In the
1980's a group of people comprised of supporters and parents band together to form a board
to establish and build an Endowment Fund with a goal of assuring a stable financial future
for the school. Interest earned from the Endowment filters back into the school's
operating budget. Today, the Endowment Fund has grown to over $1 million.
Methods of Giving
Many different, exciting and creative forms of gift giving to the
Endowment Fund are available, all of which are tax deductible:
Stocks, Bonds, Mutual Funds
Securities are excellent ways to give, particularly, if they
have appreciated in value. the full market value of the stock is tax deductible, not
just the original investment costs. Thus, you can avoid capital gains taxes.
Check with a broker about how to make this type of gift.
In the 1980's a group of people comprised of supporters and parents band together to form a board to establish and build an Endowment Fund with a goal of assuring a stable financial future for the school. Interest earned from the Endowment filters back into the school's operating budget. Today, the Endowment Fund has grown to over $1 million.
Many different, exciting and creative forms of gift giving to the Endowment Fund are available, all of which are tax deductible:
Stocks, Bonds, Mutual Funds
Securities are excellent ways to give, particularly, if they have appreciated in value. the full market value of the stock is tax deductible, not just the original investment costs. Thus, you can avoid capital gains taxes. Check with a broker about how to make this type of gift.
 | Cash One of the most standard and familiar ways to give. |
| Property Both real estate and personal property qualify as charitable gifts that would benefit Catholic Education through the Endowment Fund. Consider real estate such as residences, farmland, and buildings as well as antiques, jewelry, artwork/coin collections or other collectibles. |
| Business Gifts Businesses can make gifts and receive tax deductions as well. Businesses can give gifts of inventory, equipment, materials and service as well as cash. If you own your own business, giving through your business is another way to benefit Catholic education and positively impact your taxes. |
| Life Insurance Cash value in current or paid up life insurance policies can benefit Catholic education. Of course, naming SHJSHS as a beneficiary of life insurance proceeds can be wonderful means of making a future major gift. You may even designate policy dividends as gifts. |
| Matching Gifts If you are an employee or a participating retiree of a company or corporation with a "matching gifts program," a gift to the Endowment Fund may qualify to be matched by your company. Many company matching gifts programs now include gifts to secondary schools. Check with your employer! |
| Other Areas of Interest Sacred Heart Jr/Sr High School will always have needs, many are immediate, to ensure a quality Catholic education to those students who attend the school. Other areas that you may be interested in making a gift to include: Sacred Heart Jr/Sr High School will always have needs, many are immediate, to ensure a quality Catholic education to those students who attend the school. Other areas that you may be interested in making a gift to include: |
| Capital Outlay Fund Renovating the chapel is in the future plans. Keeping the school modernized and providing a positive learning environment is a priority. |
| Technology Fund Ensuring that students always have available to them the latest technology to learn on will prepare them for college and the workplace. Ensuring that students always have available to them the latest technology to learn on will prepare them for college and the workplace. |
| Cecil & Isabel Camerena Hispanic Scholarship Fund To provide tuition assistance to Hispanic students. Application process. |
| Specific Academic Department (Home
Ec, Art, Science, Shop etc.) Equipment along with teaching aids are always in need. Go to top |