Individuals who include St. Joseph Catholic School in their estate plans are honored in the St. Joseph’s 1961 Legacy Society.
Members of the Legacy Society extend their generosity into the future, ensuring that the blessings and resources they have received throughout their lifetime continue to support the next generation of Chargers. These planned gifts often require little or no immediate financial commitment, yet they become some of the most meaningful and lasting contributions to our school.
Since 1961, St. Joseph Catholic School has been committed to providing a strong Catholic education rooted in faith, academic excellence, leadership, and service. Planned and estate gifts help sustain this mission and ensure future generations continue to thrive in a Christ-centered learning environment.
To assist you and your attorney in the planning process, the following sample language may be used in your will or trust:
“I bequest $________ or _______% of my estate to The Most Reverend Gerald M. Barbarito, D.D., J.C.L., as Bishop of the Diocese of Palm Beach, his successors in office, a corporation sole. I designate that these funds be directed to St. Joseph Catholic School (Stuart, FL).”
Your attorney or financial advisor can provide additional guidance in structuring your planned gift.
If St. Joseph Catholic School is named in your will, trust, or as a beneficiary of a retirement or insurance plan, we kindly ask that you complete a Declaration of Intent so we may recognize your generosity.
Those who notify the school of their planned gift will be acknowledged as members of the St. Joseph’s 1961 Legacy Society at our annual Donor Appreciation Luncheon.
