Father Serra Heritage Society

In September 1944, Serra High School opened its doors with a faculty of five and a student body of 86 freshmen and sophomores. Established by Archbishop Mitty as the Archdiocesan high school of San Mateo County, it was named in honor of Padre Junípero Serra, the Apostle of California, and was the first Catholic high school west of the Mississippi to be staffed entirely by diocesan priests. Today, Serra's success in academics, extracurricular activities and spiritual growth is renowned.

Named after our patron Saint, the Father Serra Heritage Society is an ensemble of generous donors from our school community who have designated an estate gift to Serra High School. In total, millions of dollars have been raised for Serra’s endowment and capital projects as a direct result of Heritage Society gifts. Gifts can be directed to any fund a donor wishes. Members of the Heritage Society believe in quality education, leadership and innovation. They believe that a Serra education is among the best in the nation.

In appreciation for making a planned gift to Serra, we pay special tribute to our donors by inviting them to join the Father Serra Heritage Society. Members of the Father Serra Heritage Society are honored in every issue of Traditions magazine, are invited to special events, and receive complimentary passes to campus activities.

For more information on how you can plan to make an estate gift to Serra and become a member of the Father Serra Heritage Society, please email Neil Muller or call 650.573.9935.



Bequests

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



For more information, please contact:

Neil C. Muller
Assistant Advancement Director: Planned Giving
650.573.9935


Members

Anonymous
Mr. and Mrs. Frank Abbott, Jr.
Mr. Jack Allain '53 †
Mr. and Mrs. James B. Araujo '61
Mrs. James N. Ayoob
Mr. and Mrs. Kerry Bach
Mr. and Mrs. Walter Bankovitch
Mrs. Laverne Barrett
Ms. Anne H. Barrows
Mrs. Nada Barulich
Mr. and Mrs. Russell Bertetta '67
Mr. Dennis M. Byrne '55 †
Leonard Calegari '52 †
Mr. and Mrs. Walter H. Chang
Mrs. Nancy C. DeSmedt
Mr. Ted DeSmedt †
Mr. and Mrs. Steve A. Difu '60
Mr. Gerald J. Driscoll '49 †
Mr. Thomas O. Duffy †
Mrs. Ellen Einarsson
Mrs. Eleanor Figoni †
Mrs. Pam Frisella
Mr. Robert J. Grassilli '66
Mr. Fred L. Guibara '58 †
Guidici Family Trust
Rev. Stephen H. Howell '63
Mr. and Mrs. James Jordan
Fr. Jack Kavanaugh †
Mr. Edward E. Keller, Jr. '47 †
Mr. George Keller†
Mrs. Addie Keller †
Ms. Kathy O. Lavezzo
Mr. and Mrs. Ronald S. Longinotti '72
Mr. and Mrs. Dennis M. Lucey '58
Mr. and Mrs. Lars J. Lund
Mr. and Mrs. Tevis P. Martin '74
Mr. and Mrs. Michael McGinley
Mr. and Dr. Steven McLaughlin, Sr.
Mrs. Sally Mellinger
Mr. Carl J. Moroney '60
Mr. A. James Oakes, Jr. '58
Mr. and Mrs. Michael Peterson
Mr. Kevin Ragan †
Mr. Bernard L. Reichmuth '53 †
Mr. Ferencz Sipos †
Mr. and Mrs. Robert Sullivan
Mr. Randy Vogel
Dr. John Walsh
Mr. and Mrs. David R. Whitney
Mrs. Clare C. Willard †

† deceased