Gift in Your Will or Living Trust
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You want to leave money to Serra High School in your will. You also want the flexibility to change your will in the event that life circumstances change. You can do both.
In as little as one sentence, you can complete your gift. This type of donation to Serra in your will or living trust helps to ensure that we continue our mission for years to come.
An Example of How It Works
Meet Tom and Martha. When they got married and created a will, they included a $75,000 gift to Serra. As the family grew to include three children, Tom and Martha decided to revise their gift to ensure their children's future financial security.
They met with their attorney and revised the gift language so that Serra received a percentage of their estate, instead of a specific amount. Tom and Martha now rest easy knowing that their plans will provide for the people and charitable work they love.
See How It Works
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- Contact Advancement Office at 650-573-9935 or firstname.lastname@example.org for additional information on bequests or to chat more about the different options for including Serra in your will or estate plan.
- Seek the advice of your financial or legal advisor.
- If you include Serra in your plans, please use our legal name and federal tax ID.
Legal Name: Junípero Serra High School
Address: 451 W. 20th Ave., San Mateo, CA 94403
Federal Tax ID Number: Please contact us for our federal tax ID number.
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.