A bequest to Serra requires a relatively simple addition to your existing will, which is known as a codicil. Your attorney can draft the proper legal document to be added to your Will. To review your options, please contact Serra’s Advancement Office at 650.573.9935. We have assembled a team of experts in their fields who can help you help Serra.
- A specific amount or percentage bequest
- A bequest of the remainder of your “living trust”
- A contingent bequest
- A residual bequest
Bequests can help Serra High School meet ongoing needs, such as faculty development or program improvements, or they can be designated for the General Endowment Fund. Either way, bequests are a special investment in a Serra education.
A gift to the Serra Endowed Fund is a permanent investment that produces annual earnings that can be used for tuition assistance. This enables all qualified students to participate in a Serra education.
In addition to the Serra Endowed Fund, donors may create their own named endowed scholarship funds. To create a new endowment fund, a minimum of $10,000 is required. Once a new endowment is established, it must reach a total of $25,000 within the first five years to continue. If you would like to learn more about making an endowment gift, please email Director of Advancement Perry Carter, or call 650.573.9935.
Junipero Serra High School is a 501(c)(3) non-profit organization. Tax ID: 94-1156697