Planned Giving
Blessed Clelia Legacy Society
Members of the Blessed Clelia Legacy Society have chosen to name Cor Jesu Academy in their estate plans through wills, trusts, life income gifts, retirement plans, life insurance policies or other means. Gifts provide support for current and future Chargers.
Make a Difference both Now and in the Future
Make a gift to Cor Jesu that will have an impact for many generations to come. By including Cor Jesu in your estate plans, you will be providing resources that allow us to continue our charism of “Sharing the Love of the Heart of Christ” and to fulfill our mission to offer an academically challenging program committed to the total education of young women. Whether it is through your will or trust, a life insurance policy, a charitable trust, or an IRA or retirement plan, including Cor Jesu in your estate plan ensures that your legacy lives on. If you are interested in including Cor Jesu in your estate plans or would like to learn more, please contact Director of Leadership Giving, Brittany Peek Seabaugh, at bseabaugh@corjesu.org or (314) 300-6324.
Bequest Language
Help ensure the future of Cor Jesu Academy by leaving a bequest to Cor Jesu from your estate. We recommend the bequest language below but please contact your own attorney or financial advisor.
UNRESTRICTED USE AND PURPOSE
"I, [name], of [city, state, ZIP], give, devise and bequeath to Cor Jesu Academy, 10230 Gravois Road, St. Louis, MO 63123[written amount or percentage of the estate or description of property] for its unrestricted use and purpose."
RESTRICTED USE AND PURPOSE
"I, [name], of [city, state, ZIP], give, devise and bequeath to Cor Jesu Academy, 10230 Gravois Road, St. Louis, MO 63123[written amount or percentage of the estate or description of property] for [scholarship name or another specific purpose]."
How to Donate Securities
If the security is currently held in a brokerage account: Simply request that your advisor transfer the security into the brokerage account for Cor Jesu Academy. Your advisor will require that you sign a document authorizing this transfer. Cor Jesu's brokerage account information is:
Cor Jesu Academy
Stifel Account Number 7334-6723
DTC Number 0793
Stifel
2021 S Lindbergh Blvd
Suite 300
Frontenac, MO 63131
Cor Jesu's Representative at Stifel: Charles A. Galli ~ 314.556.6716
Cor Jesu Academy's Federal Tax ID Number: 43-0766243.
Please email Brittany Seabaugh at Cor Jesu Academy that you have made this transfer or give us a call at 314.842.1546 and ask for the Advancement Office or mail us a letter with the details.
If you have the stock certificates yourself: Simply date and sign where indicated on the back of each certificate. Then, send the certificates to Cor Jesu Academy along with a "Relinquishment Letter" which has your notarized signature.
Download a template Relinquishment Letter and simply fill in the blanks. Sign it in front of a Notary Public. The Relinquishment Letter should accompany your certificates when they are delivered to Cor Jesu.