Changing the World with Planned Giving

John FeerickAbout ten years ago, John Feerick received a call from the Rev. Joseph Daoust, then president of the Jesuit School of Theology in Berkeley. The last thing John was looking for was another responsibility.

"At that time I think I was on 28 boards-not-for-profits, public service boards-all kinds of committees," says the former dean of Fordham University School of Law.

"I'll make you an offer you can't refuse," Daoust says beginning his pitch-and he was right. 

John's daughter, Rosemary, was a master of divinity student at the JST, and John is a product of and staunch advocate for Jesuit education.

"A lawyer serves people as an advocate," John explains. "So there's a compatibility between the lawyer code and the Jesuit tradition of serving others."

In the decade since joining the JST board, the global reach of what John calls a flagship school has consistently impressed. John has learned how student's studies of exotic locales, such as Africa and India, will impact their communities back home. 

As John's involvement with nonprofits began winding down, the Jesuit School of Theology remained one of the organizations that held his strong devotion, one he made a part of his estate plans.

"There are layers of giving," John says. "You have to take care of your own needs and your family's needs, but in my mind, there's always been a concept that it's not enough to do for yourself. If you can, find a way to reach the wider world and change the lives of complete strangers."

Change the Lives of Others
Visit us on the Web for estate planning information that can benefit you, your loved ones and the organizations most important in your life. 

Including Santa Clara University in your estate is one way to leave a lasting without giving up financial assets today. It is also the way to join a group of beloved University supporters in the Thomas I. Bergin Legacy Society of Santa Clara University


A charitable bequest is one or two sentences in your will or living trust that leave to Santa Clara University a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

"I give to Santa Clara University, a nonprofit corporation currently located at 500 El Camino Real, Santa Clara, CA 95053-1400, or its successor thereto, ______________ [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to SCU or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate, or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property, or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the potential tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to SCU as a lump sum.

You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to SCU as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and SCU where you agree to make a gift to SCU and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

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