Giving Options
Cash
To mail a pledge payment or gift, please send your check made payable to USA West Province, Society of Jesus to:
Jesuits West Province
Advancement Office
P.O. Box 68
Los Gatos CA 95031-0068
To make a donation by phone, please contact the Advancement Office at (408) 884-1630.
Please indicate which cause you prefer to support: Senior Care, Formation, Apostolic Ministries, or Greatest Need.
Donor-Advised Funds
If you have already benefited from the immediate tax deductions offered by donor-advised funds (DAFs), you should know that Jesuits West is an IRS-qualified public charity, and therefore eligible to receive contributions from your gift fund. Please follow the instructions provided by your fund regarding minimum contribution, the process for recommending grants, and any restrictions regarding pledge agreements. Please indicate which cause you prefer to support: Senior Care, Formation, Apostolic Ministries, or Greatest Need.
Jesuits West Tax ID: 94-1156486
Please make checks payable to USA West Province, Society of Jesus and mail to the following address:
Jesuits West
Advancement Office
P.O. Box 68
Los Gatos CA 95031-0068
Gifts of Stock
Your gift of stock or appreciated securities is an excellent way to support Jesuits West. By donating the financial instrument, you avoid long-term capital gains tax and may deduct the full market value on your tax return.
To make a contribution of securities to the USA West Province, Society of Jesus, please make sure to inform the Advancement Office of the number of shares and identify the stock so we can attribute the gift to you using the Stock Gift Form. Please indicate which cause you prefer to support: Senior Care, Formation, Apostolic Ministries, or Greatest Need.
For Securities DTC Number: Pershing 0443
at a Brokerage: Account Number: 6PH121328
INO: USA West Province, Society of Jesus
Broker: Shirley Liu, 1 (415) 883-3688
Tax ID Number: 94-1156486
Stock Certificate: Please send the stock certificate and a stock power of attorney separately. Include a cover letter noting that the donor wishes to gift the stock to the USA West Province, Society of Jesus, and request that the province broker sell on good delivery. If the stock is in multiple names, all individuals must sign the stock certificate and letter to the province’s broker. Send the letter and stock to:
Ms. Shirley Liu
Arete Wealth
100 Smith Ranch Road, Suite 110
San Rafael, CA 94903
shirley@aretewealth.com
www.aretewealth.com
Wire Transfers
If you have any questions or need information about a wire transfer, please contact the Advancement Office at (408) 884-1630.
IRA Charitable Distribution
Qualified Charitable Distribution allow individuals age 70½ and older to make tax-free donations of up to $100,000 a year directly from an IRA to a qualified charity such as Jesuits West, thereby satisfying all or part of their annual RMDs. This popular gift option is commonly called the IRA Charitable Rollover. To learn more about the tax benefits of IRA Rollovers follow the steps in Planned Giving.
Jesuits West tax ID number is: 94-1156486.
Please make checks payable to USA West Province, Society of Jesus and mail to the following address:
Jesuits West
Advancement Office
P.O. Box 68
Los Gatos CA 95031-0068
*Certain IRS limitations apply. The information presented is not intended as legal or financial advice. Please consult your own professional advisors to discuss your specific situation.
In-Kind Gifts
You may wish to contribute a personal possession of special interest—including equipment or other items—or needed services. To determine the interest of the Province, please contact Rev. Samuel P. Bellino, SJ, Director of Legacy Planning, at (408) 884-1639.
Pledge Form
Planned/Estate Gifts
Need help now? Contact the Advancement Office at uweadvancement@jesuits.org or call us at 408-884-1630.
