Gifts of securities:
Gifts of appreciated securities and closely held stock can be extremely beneficial, both to you and to Jesuit Dallas. You may receive an income-tax deduction equal to the fair market value of the securities, as well as reduce or eliminate capital gains taxes. Gifts of stock and mutual funds are coordinated by the Jesuit Foundation. Proceeds from the sale of these assets are directed to any fund or program you wish. Please contact Vice President of Institutional Advancement BJ Antes at 972-387-8700 x527 or firstname.lastname@example.org for more information.
The Jesuit College Preparatory School of Dallas Foundation (the “Foundation”), a 501(c)(3) non-profit organization, was incorporated in 1965 under the laws of the State of Texas. The Foundation was established for the exclusive purpose of supporting the mission of Jesuit College Preparatory School of Dallas (“Jesuit”).
The Foundation's primary objectives are directed toward attracting, receiving, stewarding, investing, managing and expending gifts designated for the benefit of Jesuit. In fulfillment of these objectives, the Foundation accepts gifts of cash, securities, bequests, life insurance policies, real estate, life income gifts, charitable trusts, life estate agreements and approved gifts-in-kind.
It is the additional role of the Foundation to promote, support and assist with all other activities and programs which further the mission of Jesuit.
The Foundation is governed by a Board of Trustees which is authorized up to 20 members. Board members are elected civic and business leaders who are committed to the ongoing realization of Jesuit’s mission. Governed by a set of by-laws, the Board has authority and responsibility for all Foundation assets including endowment gifts intended for the benefit and support of Jesuit.