Giving
Ways to Give

Planned Gifts

By making a planned gift to Julie Billiart School, you can satisfy your personal, financial and charitable giving goals, as well as realize substantial tax benefits. By planning ahead, your gift will ensure the future of educating the children of JB.  We recommend consulting your attorney and/or your financial planner to determine the course of action which best benefits you and the school.

Types of Planned Gifts

List of 4 items.

  • Estate Gifts or Bequests

    Sometimes referred to as estate gifts, bequests are one of the simplest ways to make a planned gift to JB by designating a predetermined amount or percent of your estate to the school, as stated in your will.

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  • Beneficiary Designations

    You can designate JB to receive your life insurance policy or your retirement, in whole or in part. These plans allow for flexibility as you can designate Julie Billiart School as either the primary or secondary beneficiary.
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  • Charitable Trusts

    Two basic types of charitable trusts exist, Charitable Remainder Trusts and Charitable Lead Trusts.
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  • Gifts of Property

    You can designate gifts of property, such as artwork, books or equipment, or real estate to JB as well.
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For any of the gift planning options, please contact the Advancement Office at 216-691-8916 or at advancement@jbschool.org.

We recommend you consult with your attorney and/or your financial professional to determine the course of action which is best for you. If you wish, we can put you in touch with a qualified financial planner.

Thank you for considering a gift and allowing Julie Billiart School to plan for the future.