To discuss how you can make a gift, please set up a meeting with our Campaign Director, Jim Laurent. Use the button below to schedule a time at your convenience or you can call (970) 236-6391.
There are many ways to contribute to the JPII Capital Campaign through the transfer of appreciated assets. You make a bigger impact, while reducing your tax liability. St. John Paul II High School (JPII) is partnering with The Catholic Foundation to provide a variety of options for you to support the JPII Capital Campaign. The Catholic Foundation can assist with more complex asset transfers and will liquidate, manage and transfers funds to the JPII Capital Campaign.
Cash Pledges
To make an immediate cash gift, click here.
To make a cash pledge, please meet with Jim Laurent. Schedule a meeting here or call (970) 236-6391.
Stocks and Mutual Funds
Benefit
Appreciated Securities are valued at the average of high and low price on the day transferred for use as a charitable deduction, if you itemize deductions.
Process
Send a donation form to your broker with the JPII Capital Campaign Account at The Catholic Foundation. Forms are available from The Catholic Foundation.
Tips
Notify The Catholic Foundation of your transfer in writing.
Time Considerations
Timing depends on the broker processing the transfer. The value is the average of high and low price on the day transferred.
Retirement Assets (Traditional IRA) Qualified Charitable Contribution (QCD)
Benefit
If you are over 70 ½, a QCD up to $105K per year from your IRA is tax free.
Process
Contact your IRA representative to transfer your IRA distribution directly to the JPII HS (Windsor) Capital Campaign.
Tips
For other retirement assets contact the fund administrator for specific advice on gifting strategies.
Time Considerations
Please allow 2-4 weeks for your transfer.
Donor Advised Funds (DAFs)
Benefit
Donor Advised Funds allow tax-deductible contributions that can be distributed later to charities.
Process
Request a grant to the JPII HS (Windsor) Capital Campaign from an existing DAF by contacting your administrator or visiting the website.
Tips
The Catholic Foundation can provide additional information for the setup and use of DAFs.
Time Considerations
Please allow 1-2 weeks for your transfer. Some charitable gift managers have earlier deadlines for distributions at year end.
Real Estate
Benefit
Appreciated Real Estate is valued at the price used when gifted for use as a charitable deduction, if you itemize deductions.
Process
Contact The Catholic Foundation for options and documents needed.
Tips
Per the IRS, gifts of real estate need a qualified appraisal within 60 days of the gift.
Time Considerations
Timing varies, but typically we can review and process real estate gifts in 1-3 months.
Charitable Remainder Trusts
Benefit
When selling real estate or business assets, a Charitable Remainder Trust allows all or part of the sale to be designated as a charitable donation for an associated tax benefit.
Process
Contact The Catholic Foundation for options and to access qualified legal and tax advisors.
Tips
You can also donate a part of the business prior to sale to help with the tax ramifications of selling the business.
Time Considerations
This varies.
Assignment of Life Insurance Policies
Benefit
Policies no longer needed can be donated rather than cashed out.
Process
Contact The Catholic Foundation for options and documents needed.
Tips
Whole life policies can be given as a tax deduction now.
Time Considerations
This varies.
Charitable Gift Annuities
Benefit
Receive a fixed income stream for life in exchange for a donation.
Process
Contact the The Catholic Foundation for options and documents needed.
Tips
Appreciated property, and stock are great assets for CGA’s.
Time Considerations
Stock is a quick transaction; real estate takes a little longer. If you have a low basis it is a great way to help with taxes.
Junior Bonds
Benefit
Receive interest-only payments.
Process
Contact JPII Capital Campaign office.
Tips
For additional impact, donate the bond principal at a future date for a charitable tax deduction.
