Estate and Planned Giving

For questions and to inquire about estate and planned giving, contact Jen Santelli, Director of Institutional Advancement at jsantelli@sjcawi.org or (262) 654-8651 ext. 117.

You can name St. Joseph Catholic Academy as a beneficiary of your bank savings accounts, mutual funds, brokerage accounts, life insurance, annuities, or IRAs.

A gift of a retirement account at the death of the account owner can benefit both you and your heirs. You will retain full control of the funds during your lifetime. At death, your retirement account gift will go directly to St. Joseph Catholic Academy.

You may create a charitable remainder trust by transferring cash, securities or other property to a trustee (usually a bank), which will pay a yearly income to a beneficiary of your choice.

You can name St. Joseph’s as a beneficiary of your Life Insurance Policy so that the school will receive a percentage of the proceeds.

Making a permanent gift of cash or securities creates a charitable gift annuity to the school, which, in turn, agrees to pay yearly income to you (or to you and then to another designated income beneficiary such as a spouse or child) for life. The school receives the principle upon the death of the donor, or that of a second income beneficiary if it is a two-life contract.

You may indicate that the school is to receive a certain sum of money, a particular piece of property, or a percentage of your estate.