Ways to Give
Because of your continued, generous support we have been able to help generations of school children grow in their faith while receiving a strong education that prepares them for the challenges of this changing world.
But did you know that while you are making a positive impact on so many young lives, you can also help to secure your own future? Here are some ways that your support of our mission to love and serve may provide tax-saving benefits to you – and even generate additional income:
Gifts made by cash or check allow the Sisters to address immediate needs. Please make your check out to Sister Servants of the Blessed Sacrament and mail to: 3173 Winnetka Drive Bonita, CA 91902
You can support us with your everyday shopping on Amazon! The AmazonSmile program donates 0.5% of the purchase price of eligible products to the Sister Servants of the Blessed Sacrament. Click the image, select our organization and start shopping.
You can now donate vehicles through CARS, Inc. Your donation is fully tax deductible. To learn more, Click the image.
Stocks you have owned for more than a year may have gained significant value. By gifting to the Sisters:
- No tax is paid on capital gains
- An income tax deduction for the full value of the stock is received
- You support the mission of the Sister Servants
You can make a specific cash donation or name a percentage of your estate to be designated to the Sisters through your will or living trust. Benefits to you and your family include:
- Distributing your assets according to your wishes by leaving a percentage or set amount
- Saving on estate taxes
- Leaving a meaningful legacy
Be sure to list our legal name: Sister Servants of the Blessed Sacrament, Inc. [Tax ID# 33-0329611]
Retirement Plan Designation
A portion of your retirement assets often remain after your passing. If you plan to pass these assets on to anyone but your spouse, they will be taxed up to 80 cents or more on the dollar. By designating the Sisters as beneficiary you can:
- Remove an estate tax burden for your heirs
- Provide a charitable donation to the Sisters
The IRA charitable rollover is now permanently allowed by law! If you are 70 1/2 or older you can make a direct gift of up to $100,000 annually to the Sisters without having to recognize the income. Contact your tax professional to learn more.
You can name the Sisters as a beneficiary of a new or existing life insurance policy that is paid up. Benefits include:
- A charitable tax deduction
- A reduction in estate taxes
- Provide a generous gift to the Sisters
Your home, commercial real estate and even vacant land can benefit the Sisters and you. Benefits include:
- Income tax charitable deduction for the full fair market value
- Avoidance of tax on the property’s appreciation
- No gift tax, plus a reduction of your taxable estate
Charitable Gift Annuities (CGAs)
Gift Annuities allow you to make a meaningful gift to the Sisters, receive a fixed income for the rest of your lifetime and obtain substantial tax savings for you and your family. Your gift is invested and during your lifetime, you receive income based on your age when the gift is made (minimum age requirement is 65). At your death, the remaining funds become an endowment that will benefit the Sisters into perpetuity. Gift Annuities are regulated by the California Dept. of Insurance; we are able to extend this gifting opportunity to you through our partnership with The San Diego Foundation. In this way, your gift is backed by the assets of The Foundation, currently valued at more than $600 million. Benefits include:
- Immediate charitable income tax deduction
- Capital gains tax bypass or deduction
- Reduction of annual income tax
- Guaranteed income stream for life
- Support for the Sisters
To learn more ways to help the Sisters while receiving tax benefits, contact Vicki Whitmire, Director of Development at (619) 292-2971 or Ddirector@usasjs.org. Consult your estate planning professional before making major financial decisions.