Planned Giving

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Annual Fund
Leaving a Villanova legacy

Generations of donors since 1924 have helped to sustain the traditions that define the Villanova Preparatory School experience. Planned gifts are an essential part of the school's long-term financial future and over time have helped to shape the Villanova of todayFor nearly a century, donors since 1924 have upheld Villanova Preparatory School's cherished traditions.

Planned gifts play a vital role in securing our financial future, shaping the institution we are today. These thoughtful contributions, spanning generations, have enabled us to thrive, fostering a community that values academic excellence and transformative experiences. By including Villanova Preparatory School in their estate plans, donors have left a lasting impact, empowering us to enhance academic programs and campus facilities. As we honor their legacy, we invite continued support through planned giving, ensuring future students benefit from our exceptional education and the values that define our school.

Thank you for expressing interest in planned giving to support Villanova Preparatory School's future.

Our Development Office is here to discuss various options and answer your questions.

Contact: Sandi
Phone: (805) 646-1464 Ext. 118

We appreciate your generosity and look forward to shaping a better tomorrow together.

Discover the Power of Planned Giving

Experience the power of planned giving, unlocking a world of incredible personal advantages and paving the way for a remarkable legacy. By embracing planned giving, you open the door to a multitude of benefits designed to enhance your life today and leave a lasting impact for generations to come.

Imagine harnessing valuable tax benefits while simultaneously enjoying augmented income for yourself and another cherished beneficiary.

With planned giving, you can effortlessly diversify your investments, opening new avenues for financial growth and stability. What's more, you have the potential to make a truly monumental gift, surpassing what would otherwise be conceivable.To ensure your gift intentions are expertly documented, we strongly advise consulting with your trusted attorney. They will guide you through the process, helping you craft the perfect plan to shape your philanthropic legacy. Discover the possibilities with planned giving and unlock a future where your impact resonates for eternity.

Discover a world of possibilities with planned gift instruments designed to leave a lasting impact. At Villanova Preparatory School, we deeply value the unwavering support of individuals, families, and organizations committed to advancing our mission. As a token of our gratitude, we extend our heartfelt thanks to you!

When it comes to including Villanova Preparatory School in your estate plans, two primary pathways await: Estate or Will.

These avenues empower you to create a meaningful legacy that resonates for generations to come. We warmly invite you to explore the concept of leaving a Legacy Gift to Villanova Preparatory School, embodying your commitment through a significant financial contribution within your estate plan. Together, we can shape the future and forge a lasting impact that truly matters.

Trust Tips

Minimize Taxes and Maximize Impact: Leave a Lasting Legacy with Villanova Preparatory School

Download Letter of Intent

Secure your financial future while making a significant impact on the lives of future generations. Did you know that contributions to your retirement plan are typically made on a pre-tax basis? However, when withdrawals are made by you or your heirs, taxes become due.

Fortunately, there's a smart strategy to spare your heirs from this financial burden.

By designating a charitable beneficiary like Villanova Preparatory School for your taxable assets such as IRAs, 401(k) or 403(b) plans, you can ensure that these funds remain tax-exempt. At the same time, you can allocate non-taxable items such as cash, investments, or real property to individual beneficiaries.

A variety of planned gift instruments exist but, in general, there are two primary ways to include Villanova Preparatory School in your estate plans: Estate or Will.

Villanova cherishes the many individuals, families, and organizations who make financial commitments to furthering our mission.

We invite donors to consider leaving a Legacy Gift to Villanova Preparatory School with a meaningful financial gift in your estate plan.

Villanova Preparatory School, being a non-profit entity, qualifies for tax-exempt status. By leaving funds to our school, you not only support our mission but also provide your heirs with valuable tax advantages.

To get started, simply reach out to your retirement plan administrator for the proper beneficiary designation form. You'll also need the school's address and tax identification number (TIN), also known as the employer identification number (EIN).Contact Villanova Preparatory School today to learn more about how you can make a lasting impact while maximizing tax benefits. Together, we can shape a brighter future.Villanova Preparatory School

12096 N. Ventura Ave.
Ojai, CA 93023
Tax ID number (EIN): 95-1641972