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.

Types of Bequests

A specific amount or percentage bequest

You can set aside a specific dollar amount or a percentage of your estate for Serra.

A bequest of the remainder of your “living trust”

You can arrange a bequest through an existing “living trust.” You can designate Serra to receive the remainder of the trust after your spouse has died or the trust for your family ends.

A contingent bequest

You can name Serra to receive a bequest intended for a family member in the event that person pre-deceases you.

A residual bequest

You can name Serra to receive the remainder of your estate after all gifts have been distributed to your family and friends.

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.

Suggestions for the use of your bequest

Unrestricted Gifts

Every year, new opportunities and challenges are presented to Serra, which affects our ability to maintain our pursuit of excellence. Unrestricted gifts give the school the most flexibility to creatively respond to such challenges and opportunities.

Endowment Gifts

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