Planned Giving

Our team can work with you and your financial advisor to choose an option that aligns with your intentions and financial goals: 

• Bequests in a Will or Trust 
• Name The Joy School in your will or living trust. A bequest allows you to leave a specific dollar amount, percentage of your estate, or particular assets to the school. 
• Retirement Plans 

Designate The Joy School as a beneficiary of your IRA, 401(k), or other retirement accounts. Retirement plans are often subject to high-income taxes, making them an effective asset to donate. 

This type of trust allows you to receive income from your assets during your lifetime, with the remainder going to The Joy School upon your passing. It can provide immediate tax benefits and a source of income. 

Name The Joy School as a beneficiary of an existing or new life insurance policy, creating a legacy gift at a relatively low cost. 

A charitable gift annuity provides fixed payments to you or a loved one for life, with the remaining funds benefiting The Joy School. This can offer tax advantages and secure income. 

We are here to help you through the process and answer any questions about the various giving options. If you would like to explore planned giving, please contact Deborah Santantonio by email or consult your financial advisor to determine the best approach for your legacy. 

Together, we can ensure a bright future for The Joy School, honoring your legacy for years. Your consideration of a transformative gift is deeply appreciated.