Ways to Give

List of 10 items.

• Online Giving/Credit Card

  Online giving provides a quick and secure way to make a gift to St. Joe’s Prep. The Prep gladly accepts Visa, MasterCard, Discover, and American Express.
  Click here to make an online contribution.

• Venmo

  St. Joseph's Prep now acepts gifts via Venmo; it's easy as picking up your phone @St-Joes-Prep-Philly-Giving

• EITC/OSTC

  Your tax dollars in support of financial aid at the Prep

   

  Do you or your company pay Pennsylvania income taxes? Why not donate them to the Prep? Businesses and Individuals can redirect their state tax dollars to St. Joseph's Prep through the Educational Improvement Tax Credit (EITC) and Opportunity Scholarship Tax Credit (OSTC) programs.

   

  These funds support Prep students and families with financial need - affording them the opportunity to receive a Prep education.

   

  What an easy way to provide financial aid scholarships at the Prep. Please click here for information and details about this great opportunity.
  
  

  Learn more by watching this short video.

   

  For more information on the Corporate or Individual Tax Donation, please contact Patti Killeen, Director of Donor Relations, at pkilleen@sjprep.org or 267-238-1344.

• Gifts of Appreciated Securities

  Giving appreciated stock to the Prep is a strategic way to avoid capital gains taxes, while supporting our mission and students.

  Securities can be transferred electronically by your broker to the St. Joseph's Preparatory School account. Please alert the Development Office of your intent to make a stock gift by contacting Jeannie Murphy at 215-978-1016 or jmurphy@sjprep.org.
  
  

  LPL Account Name:  St. Joseph's Preparatory School 

  LPL Account Number:  3930-0688

  DTC Clearing #0075

   

  Boenning & Scattergood, Inc

  Sue Feldmeth, Client Associate 

  sfeldmeth@boenninginc.com

  610-832-5285

  
  

• IRA Charitable Rollover

  In December 2015, Congress passed H.R. 2029: Protecting Americans from Tax Hikes (PATH) Act of 2015, which made permanent what is popularly known as the IRA charitable rollover.
  
  Under this legislation, if you are 70 ½ and older you can use your Individual Retirement Account (IRA) to make a gift directly to your favorite charitable institutions, including St. Joseph's Preparatory School. By making this direct distribution to the Prep, you will exclude the amount of the gift from your gross income for federal tax purposes.

  Here are the requirements and restrictions for making an IRA charitable rollover gift:

  • The donor must be 72 and older (or turned 70 1/2 by Jan. 1, 2020).
  • The gift must be made directly from the IRA administrator to an eligible charitable organization.
  • Gifts to all charities combined cannot exceed a total of $100,000 per taxpayer for the year.
  • The gifts must be outright, and no material benefits can be received in return for the gifts. Thus a transfer for a gift annuity, charitable remainder trust, or pooled income fund is not permitted.
  • Gifts cannot be made to a donor advised fund, supporting organization, or private foundation.
  • The gift can be made only from an IRA. Gifts from 401(k), 403(b), and 457 plans are not permitted.
  • The gift is not included in taxable income; therefore, no charitable deduction is allowed. The donor will, however, receive an appropriate gift acknowledgment for their records.

  To make a gift:

  • Contact your IRA administrator to request that a charitable distribution be transferred to St. Joseph's Preparatory School. You must specify whether the gift is to be made before the end of the calendar year.
  • To ensure gifts are properly recognized and recorded, instruct your IRA administrator to indicate your name on the check and specify that the gift is an IRA charitable distribution.
  • Instruct your IRA administrator to send your check, made payable to St. Joseph's Preparatory School, mail to:
    
    St. Joseph's Preparatory School
    Development Office
    1733 W. Girard Avenue
    Philadelphia, PA 19130
    Tax ID:  23-1352675

  Please inform Jeannie Murphy at jmurphy@sjprep.org of your intentions to make a gift through your IRA.

• Donor Advised Funds

  A donor-advised fund (DAF) is a centralized charitable account. It allows charitably-inclined individuals, families and businesses to make tax-deductible charitable donations of cash, publicly-traded stock and in some case, certain illiquid assets, to a qualified 501(c)(3) charity.
  
  To use your donor-advised fund to make a gift to St. Joseph's Preparatory School you should communicate with your fund administrator to generate the gift and to understand any quarterly or end of year distribution restrictions/deadlines they may have.

• Matching Gift

  Many employers match personal charitable gifts made by their employees/retirees to educational institutions.
  
  

  You may be able to take advantage of this employee benefit and double or triple your gift to St. Joseph’s Prep. Check with your Human Resources Department or your Employee handbook.
  
  

  You may send completed matching forms with your annual gift to the Prep at the address below or scan/notify Margaret Carr, 215-978-1991 or email margaret.carr@sjprep.org that your gift will be matched.
  
  

  St. Joseph's Preparatory School
  Development Office
  1733 W. Girard Avenue
  Philadelphia, PA 19130

• Planned Giving

  Did you know there are creative ways to support St. Joseph's Preparatory School, ways in which you, the Prep and your loved ones can all benefit at the same time?

  Such giving techniques are called "planned gifts," because with thoughtful planning, you create win-win solutions for you and St. Joseph's Prep. For example:

  • You can make a gift that costs nothing during your lifetime.
  • You can give stock and realize larger tax savings.
  • You can get a monthly paycheck for life in return for your gift.
  • You can donate your house, continue to live there, and get a tax break all at the same time.

  Contact Patti Frey at pfrey@sjprep.org, 215-978-1007. 
  

  • Identify Your Goals
  • Discover Gifts Anyone Can Afford
  • See How Gifts Can Pay You Income
  • Explore Gifts That Protect Assets

• Memorials

  We are so touched by the many alumni, parents and friends who choose to remember the Prep in honor of their loved one who has passed.
  
  

  Memorial gifts are a wonderful way for a deceased Prepper and her/his family to show their love of the Prep and how much it meant to them in their lives.
  
  

  If you would like to remember the Prep in an obituary, please use this information:
  
  

  St. Joseph's Prep
  1733 W. Girard Avenue
  Philadelphia, PA 19130
  www.sjprep.org/giving
  
  

  If you would like to speak to someone about setting up a memorial fund for yourself or your loved one, please contact Jamison Wellman '14 at jwellman@sjprep.org. 

• Gifts of Cash / Check By Mail

  Simplicity and ease of delivery make cash the most popular type of outright charitable gift. Such as gift may be made in the form of cash or check and can be sent to the address below.
  
  

  St. Joseph's Preparatory School

  Development Office

  1733 W. Girard Avenue

  Philadelphia, PA 19130

  
  To connect directly with the Prep with any questions or phone in a credit card gift please call Jeannie Murphy at 215-978-1016.