The Gift Planning Office is happy to help you and your advisors design a giving plan that will best benefit you as well as the Foundation. After you have reviewed the many ways to give that are possible, feel free to call on any of our experienced staff for help or literature. Some of the services and resources we offer are:

• Preparation of tax deduction and other "what-if" calculations concerning charitable remainder trusts and other planned gifts, using Planned Giving Manager software by PG Calc.
• Personal visits to clients in conjunction with their financial professionals
• Assistance with completing IRS Form 8283 for non-cash charitable contributions over $500
• Sample bequest language and beneficiary designation language for advisors
• Brochures and other informational literature

Professional Advisors' and Planners' Reference

Legal name:
The Jesuit College Preparatory School of Dallas Foundation, Inc.

Federal tax identification number:
75 - 6054602

Purpose:
The Jesuit Foundation was created in 1965 by Rev. Bob Tynan, S. J. to accept and manage gifts on behalf of Jesuit College Preparatory School. The Foundation adds a margin of excellence to the School's mission of teaching, research, and service to citizens.

Mailing address:
The Jesuit Foundation
12345 Inwood Road
Dallas, Texas 75244

Physical delivery address:
The Jesuit Foundation
12345 Inwood Road
Dallas, Texas 75244

Facsimile machine: 972-991-4228

Please visit this page for a full listing of staff contacts

Transfer of Securities Information

Electronic transfer of securities can be made into the Jesuit Foundation’s principal brokerage account from any account in the country by using the following instructions:

Please notify the Office of Gift Planning at the Jesuit Foundation of the name and number of shares of securities being transferred. For additional information, please call:

John F. Hughes
The Jesuit Foundation
12345 Inwood Road
Dallas, Texas 75244
Office: 972-387-8700 ext. 331
Fax:     972-991-4228
Email jhughes@jesuitcp.org