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Legacy Giving

Ways to Leave a Legacy to Servite

Bequests

A bequest is the most traditional way to provide for the future work of Servite High School. With a gift through your will or living trust, you retain full use of your gift during your life. There are several common forms of charitable bequests:

The official bequest language for Servite High School is: "I, [name], of [city, state, ZIP], give, devise and bequeath to Servite High School, Anaheim, CA (TAX ID # 95-2023055) [percentage of the estate or written amount or description of property] for [purpose].

General Bequest – specifies that Servite High School will receive a designated sum. For example: You decide to leave $50,000 to Servite High School.

Percentage Bequest- provides that a predetermined percentage of your estate will go to Servite High School. For example: By leaving 10% of your estate to Servite High School, your estate is not obligated to make the charitable bequest in the event of catastrophic estate losses.

Specific Bequest – allows you to designate particular property, such as furniture, paintings, stocks, or real estate, to go to Servite High School.

Residuary Bequest – directs that everything remaining in your estate after all general bequests, specific bequests and costs have been paid, will go to Servite High School.

Contingent Bequest – takes place only if a specific event occurs (or does not occur). For example: You can name Servite High School as a beneficiary of your will that is contingent upon a certain family member not being alive at the time of your death.

Life Insurance

Naming Servite High School as a beneficiary of an existing policy is simple and requires only filling out a change of beneficiary form. You can designate Servite a percentage beneficiary or as full beneficiary of a policy. Contact your tax advisor to obtain maximum tax-savings benefit.

Charitable Trust

Receive a life income and tax deduction by donating cash, securities or real property to a charitable trust with Servite as beneficiary.

Retirement Plan

You can reduce your estate and income tax by naming Servite High School as a beneficiary of your retirement plan with a specific dollar amount or percentage designation. Some Servite friends are naming the school as a secondary beneficiary of their retirement plan after the passing of their surviving spouse.

Let Us Know of Your Legacy Plans

Servite High School keeps confidential files of legacy intentions. We want to make sure your charitable wishes are fulfilled and that your gift is used solely for the purpose intended. Our legal name is: Servite High School, Anaheim, California. Please call Steve Beaird, Vice President of Advancement, at (714) 774-7575 x1168 to discuss your estate gift intentions.

Disclaimer

Servite High School does not provide legal or tax advisory services. We encourage you to seek your own legal and tax-planning counsel when considering charitable estate gifts.

legacy advisory board

The Legacy Advisory Board exists to assist Servite with promotion of Legacy gifts to build the Servite Endowment and review gifts that have significant financial and tax consequences. The Legacy Board provides a continuing education service for financial/estate planning professionals and to individuals desiring assistance with estate planning.

Donald Hunsberger, Board Chair
Attorney at Law
(Parent of Evan '03)
David Askew '01, ChFC, CLU, CFP
Financial Advisor
Mercer Global Advisors
   
   
   
   
   
   

 

 

Donald Hunsberger, Board Chair
Attorney at Law
(Parent of Evan '03)

David Askew '01, ChFC, CLU, CFP
Financial Advisor
Mercer Global Advisors

Gary Belz '71, CPA
Tax Partner
White Nelson Diehl Evans, LLP

Kelly Boulger '73
First Team Real Estate

Jim Kirby ’63 CFP, CPA/PFS, CFS

David Lien
Financial Advisor
Tax & Financial Group
Father of Jon '18

Charlie Motsko
Retired Principal of Servite

Steve Beaird
VP of Advancement
Servite High School

Randall Adams
President
Servite High School