Junipero Serra High School
A Catholic College Preparatory

The Father Serra Heritage Society

In September 1944, Junípero Serra High School opened its doors with a faculty of five and a student body of 86 freshman and sophomore boys. Established by Archbishop Mitty as the Archdiocesan high school to provide for the Catholic educational needs of the boys of San Mateo County, it was named in honor of Padre Junípero Serra, the Apostle of California, and was the first Catholic high school west of the Mississippi to be staffed entirely by diocesan priests.

Throughout the many changes in the Church, society and education, the mission of Junípero Serra continues to focus on developing ". . . mature Christians who live lives of faith and service. Young men who, liked blessed Junípero Serra, find Christ in and bring Christ to the people with whom they live, work and serve. Today, the Father Serra Heritage Society proudly carries on the dream of a thriving high school.

Named after our founding father, the Father Serra Heritage Society is an ensemble of generous donors from our school community who have designated an estate gift to Serra High School. Members of the Society have much in common with Father Junípero Serra. They believe in quality education, leadership and innovation. They believe that a Junípero Serra High School education is among the best in California.

In appreciation for making a planned gift to Junípero Serra High School, we pay special tribute to our donors by inviting them to join the Father Serra Heritage Society. Members of the FSHS are presented with a certificate of membership, are invited to FSHS events and, on occasion, receive complimentary passes to campus activities.

Father Serra Heritage Society

Founding Members

Anonymous
Mr. and Mrs. Frank Abbott, Jr.
Mr. Jack Allain '53 †
Mr. and Mrs. James B. Araujo '61
Mrs. James N. Ayoob
Mr. and Mrs. Kerry Bach
Mr. and Mrs. Walter Bankovitch
Mrs. Laverne Barrett
Ms. Anne H. Barrows
Mrs. Nada Barulich
Mr. and Mrs. Russell Bertetta '67
Mr. Dennis M. Byrne '55 †
Mr. and Mrs. Walter H. Chang
Mrs. Nancy C. DeSmedt
Mr. Ted DeSmedt †
Mr. and Mrs. Steve A. Difu '60
Mr. Gerald J. Driscoll '49 †
Mr. Thomas O. Duffy †
Mrs. Ellen Einarsson
Mrs. Eleanor Figoni †
Mrs. Pam Frisella
Mr. Robert J. Grassilli '66
Mr. Fred L. Guibara '58 †
Guidici Family Trust
Rev. Stephen H. Howell '63
Mr. and Mrs. James Jordan
Fr. Jack Kavanaugh
Mr. Edward E. Keller, Jr. '47 †
Mr. George Keller †
Mrs. Addie Keller †
Ms. Kathy O. Lavezzo
Mr. and Mrs. Ronald S. Longinotti '72
Mr. and Mrs. Dennis M. Lucey '58
Mr. and Mrs. Lars J. Lund
Mr. and Mrs. Tevis P. Martin '74
Mr. and Mrs. Michael McGinley
Mr. and Dr. Steven McLaughlin, Sr.
Mrs. Sally Mellinger
Mr. Carl J. Moroney '60
Mr. A. James Oakes, Jr. '58
Mr. and Mrs. Michael Peterson
Mr. Kevin Ragan †
Mr. Bernard L. Reichmuth '53
Mr. Ferencz Sipos †
Mr. and Mrs. Robert Sullivan
Mr. Randy Vogel
Dr. John Walsh
Mr. and Mrs. David R. Whitney
Mrs. Claire C. Willard †

† deceased

A charitable bequest is one or two sentences in your will or living trust that leave to Serra High School a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

"I give to Serra High School, a nonprofit corporation currently located at 451 W. 20th Ave., San Mateo, CA 94403, or its successor thereto, ______________ [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to Serra or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the potential tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to Serra as a lump sum.

You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to Serra as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and Serra where you agree to make a gift to Serra and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.
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