|Erin '84 & Al Alaimo|
|Ann '80 & Mark Barker|
|Betsey Bayless '62|
|Loretto Coles Berghoff '57|
|Curtis J. Bruggman|
|Janet & Edward Burke|
|Martha & Steven Chung|
|Mary Ellen & Patrick J. Cunningham|
|Carolyn & Mike Donahey|
|Camille Donaldson '49|
|Teresa '67 & Stephen Duffy|
|John Durant †|
|Ann Grgich Graham †|
|Catherine '66 & Lewis Griffin|
|Kathleen '18 & Tom Harris|
|Michele & Stan "Stash" Jarocki|
|Patricia Jesik '61|
|Meg Naughton Jones '87|
|Kathleen & Greg Kruzel|
|Jean & Mike Palumbo|
|Paula & Larry Petrowski|
|Denise & "Ed" Registrato|
|Patty & Cecil "Butch" Vaughn|
|Helen Watts †|
|Olinda Young & Marty Johnson|
Make a gift to Xavier now that doesn't affect your cash flow.
Put a bequest in your will. This could be either cash, specific property or a share of estate residue.
You will benefit in the future with an estate tax deduction.
Maximize your deductions; minimize gift details.
|Make a gift of cash.||Claim your deduction against a larger portion of your adjusted gross income and make an immediate impact at Xavier.|
Avoid capital gains liability and afford a larger gift to Xavier.
Give bonds or appreciated stocks held over one year.
Make a gift that costs you less than the benefit it delivers to Xavier, while avoiding capital gains tax. Buy low and give high.
|Use an overlooked asset.||
Name Xavier as the beneficiary of your retirement plan: leave all other assets to your family.
|Eliminate income tax and estate tax on retirement plan assets and free up other property to pass on to your heirs.|
Make an endowment gift from income rather than capital.
Create a new life insurance policy,
or donate a paid up policy whose
coverage you no longer need.
Increase your ability to make a gift to Xavier.
|OUTRIGHT_GIFTS||HOW IT WORKS||BENEFITS|
|Cash||Send a check, give online or make a gift over the phone.||The simplest way to make your donation.|
|Securities||Transfer your securities to Xavier and the school will sell them to fund an area of need.||
1. You receive an immediate tax deduction for the fair market value of the securities on the date of transfer regardless of what you paid for them (if the gain is long-term).
2. You do not pay capital gains tax on the securities donated.
|Personal Property||Transfer your collectibles, paintings or personal property to Xavier. Xavier may sell the item and use its proceeds to fund an area of need.||
1. You receive gift credit and an immediate tax deduction for the appraised value of the gift as long as it meets IRS "related use" standards.
2. No capital gains tax is paid.
|ESTATE_GIFTS||HOW IT WORKS||BENEFITS|
|Will or Living Trust||Include a bequest provision in your will or revocable living trust.||
1. Your assets remain in your control during
2. There is no upper limit on the estate tax
deductions that can be taken for charitable bequests.
3. You can modify your bequest at any time if circumstances change.
|Retirement Plans||Name Xavier College Preparatory as the beneficiary of your IRA, 401(k), 403(b) or other retirement plan.||
1. Xavier will not have to p ay estate or income tax on the remainder of the plan.
2. Give the most taxed asset to Xavier and give the others to your heirs.
3. You can continue to take withdrawals during your lifetime.
4. You can modify your beneficiary if circumstances change.
|Life Insurance||Name Xavier College Preparatory as the beneficiary of your paid in full policy.||Your gift will be funded by income not capital.|