Gratitude Inspires Generosity

Joe '80 and Melissa Jedlicka

Joe ’80 and Melissa Jedlicka

Joe Jedlicka ’80 feels a deep sense of gratitude for the sacrifices his parents made to send him and his brother, Frank ’84, to SLUH.

“The foundation SLUH provided us continues to expand as we grow older, and my appreciation for the school’s mission grows as well,” says Jedlicka. “In some ways, SLUH was more challenging than college or law school—that’s an indication of the quality of the education and the teachers at SLUH.”

Among the teachers who had the greatest impact on Jedlicka—Dick Keefe.

“He was the dean of students, the disciplinarian, at that time. I tended to see him regularly,” says Jedlicka. The two still keep in touch to this day, more than 35 years later.

Jedlicka majored in Latin in college, largely due to the influence of Mary Lee McConaghy, but perhaps his most influential teacher was his soccer coach, Ebbie Dunn. “Coach Dunn was a great coach and a great man. He taught us so much both on and off the field.”

The Jesuit education with its emphasis on dedication, service to others, and seeing God in all things has impacted Jedlicka ever since he first walked SLUH’s hallways as a freshman. “SLUH taught how to write clearly, how to digest difficult reading material, and how to give presentations,” he says. These skills helped him to double-major in college, earning degrees in history and Latin, and continued to serve him in his career as a corporate attorney.

“I entered college with a large number of credits and tuition mostly covered by scholarships,” says JedIicka. “I was so fortunate and thankful for SLUH.”

SLUH has become an important part of life for the Jedlicka family. His twin sons, John and Joe IV, graduated from SLUH in 2012. During the boys’ time at SLUH, Joe’s wife Melissa became deeply involved in the life of the school. She co-chaired the Cashbah auction in 2011 and continues to be a volunteer at SLUH events and activities. Joe continues his service to SLUH as a member of the board of trustees and through his leadership of the Scholarship Golf Classic.

It was a deep sense of gratitude, combined with a desire to provide this life-changing experience to others, that motivated Joe and Melissa to provide a gift to SLUH in their estate.

“As Melissa and I made our estate plans,” he says, “we wanted to ensure a SLUH education was available to those who deserve to be Jr. Bills, but who cannot afford it. This is important to them, and to us.”

If you want to make a difference with a gift to SLUH, like the Jedlickas, please contact Melissa Jones, CFRE at 314-269-2186 or mjones@sluh.org.

A charitable bequest is one or two sentences in your will or living trust that leave to St. Louis University High School a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

UNRESTRICTED USE AND PURPOSE
"I, [name], of [city, state, ZIP], give, devise and bequeath to St. Louis University High School [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 St. Louis University High School [written amount or percentage of the estate or description of property] for [scholarship name or another specific purpose]."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to SLUH or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the potential tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to SLUH as a lump sum.

You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to SLUH as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and SLUH where you agree to make a gift to SLUH and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

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