Planned Giving to Josephinum

Trusts, Wills and Bequests

You can include Josephinum Academy in your will or trust, including living trusts and charitable remainder trusts. We recommend these provisions be discussed with your attorney and tax advisor.

In order to assure that Josephinum Academy will benefit, you may use one of the following statements:

I give ___% of my estate to Josephinum Academy.
I give the remainder of my estate to Josephinum Academy.
I give $___ to Josephinum Academy.
I give my assets to my spouse if my spouse survives me. If he/she
predeceases me, I give my assets to Josephinum Academy.

Life Insurance

Life insurance policies can name Josephinum Academy as the beneficiary in full or in part. A gift of whole life insurance can be made to the school by naming the school as the irrevocable owner and beneficiary of the policy. Gifts of life insurance policies require charitable contributions from the donor to Josephinum Academy in the amount of any premiums, including unscheduled premiums, which may become due.

Retirement Accounts

Individual Retirement Accounts (IRAs) or company plans, like life insurance proceeds, may be left to Josephinum Academy by naming us as a beneficiary.