Reach Your Philanthropic and Financial Goals with a
PLANNED GIFT
Learn how leaving a legacy with St. John's University can help support the causes you care about while continuing to meet your current financial needs.
Reach Your Philanthropic and Financial Goals with a
PLANNED GIFT
Learn how leaving a legacy with St. John's University can help support the causes you care about while continuing to meet your current financial needs.
Reach Your Philanthropic and Financial Goals with a
PLANNED GIFT
Learn how leaving a legacy with St. John's University can help support the causes you care about while continuing to meet your current financial needs.
A legacy gift enables you to support St. John's University, secures the financial needs of your loved ones, and provides you with tax benefits. Legacy gifts of all sizes combine to help us meet our current goals and reach further into the future.
By including St. John's University in your will or trust, naming the school as a beneficiary of all or part of a life insurance policy, or taking advantage of other giving opportunities, you can preserve your assets now and support St. John's University for years to come. Your gift will have a real, lasting impact.
Let us help you make the gift that's right for you. Request a confidential, no-obligation conversation to get started.
When you make a gift to
St. John's University
from your will or trust, you'll be welcomed into
The McCallen Society
and join other supporters and friends of our important mission. Is
St. John's University
already in your plans? Please let us know so we can properly thank you and make sure your gift will be used as you've intended.
If you've already included
St. John's
in your plans, please let us know so we can properly thank you and make sure your gift will be used as you've intended.
The McCallen Society 25th Anniversary
We are excited to celebrate the 25th anniversary of The McCallen Society and a quarter-century of shared experiences, achievements, and memories. As we enter our 25th year, we invite you to be part of a special initiative: Our goal is to welcome 100 new members into the society--and we hope we can count you among our new members.
Let us honor the legacy of the society’s namesake, Rev. Thomas J. McCallen, C.M., who dedicated 33 years of his life to St. John's as a professor, treasurer, and trustee. Fr. McCallen played a pivotal role in the University’s growth, overseeing the move to Queens, NY, where the groundbreaking took place on February 11, 1954--a day eternally etched in our history.
Throughout this 25th anniversary year, our calendar will be filled with opportunities for you to connect, celebrate, and continue to be a part of the St. John's community. We hope you will join us.
We invite you to learn more about the lasting impact The McCallen Society continues to have on St. John's University.
Congratulations! With your help, we reached our goal of 100+ new McCallen Society Members this year. Closing ceremonies for the 25th Anniversary will take place on July 24th at Raphael Vineyard.
Not only do you have options for how your gift will be used, you also have options on what to give and how to give. There are gifts that cost you nothing now, gifts that pay you income, and gifts that allow you to decide what happens when.
Gifts From Your Will
General Bequest
Through a provision in your written and executed will, you can make a gift in the form of cash, securities, real estate or personal property. There are many types of bequests. Choose the one that best fits your needs and intentions.
Naming
St. John's University
as the beneficiary of a qualified retirement plan asset such as a 401(k), 403(b), IRA, Keogh, profit-sharing pension plan or other donor-advised funds, will accomplish a charitable goal while realizing significant tax savings.
When you donate appreciated stocks, bonds, or mutual fund shares instead of cash, you'll receive charitable deductions at full, fair market value while reducing capital gains impact.
Charitable IRA Rollover Make a Charitable IRA Rollover
If you're 70 ½ or older, you can make a gift directly from your IRA to
St. John's
. While there is no charitable deduction for a rollover gift, you do avoid the income tax on the donated portion of your required minimum distribution.
Donor Advised Funds
Beneficiary Designation and Grants
Designate
St. John's
as a beneficiary to receive all or a portion of the balance of your Donor Advised Fund (DAF) through your fund administrator. You also can make a grant to us at any time from your donor-advised fund.
Gifts of Life Insurance
Beneficiary Designation and Paid-Up Policies
Name
St. John's University
as the beneficiary of an existing life insurance policy; donate an existing, paid-up life insurance policy you no longer need; or purchase a new life insurance policy and name
St. John's University
as the owner and beneficiary.
As one of the first women in STEM, Sandra Rogers ‘69GEd, ‘75PD was a pioneer...without even realizing it at the time! "For women in the 60s, it was unusual, and even frowned upon, but I always had a love of mathematics, and knew it was right for me."
Sandra credits St. John's for thoroughly preparing her for her career of teaching, supervising, and developing math curriculum, and wants to return the favor. "I would give a substantial gift every year, then found out about planned gifts and The McCallen Society," she recalls. "It was very easy to include St. John's in my will."
While Sandra's plan is to designate a portion of her gift to provide a math center at the University, she recognizes that others may have programs that are important to them, and encourages them to make their intentions known: "You declare any amount you want, and indicate how you want it to be designated."
When you include us in your will, or make St. John's a beneficiary, you can plan a gift to us that not only honors your experience at St. John's, but leads the way for future STUDENTs. Let's talk about the gift that best matches your intentions.
Jo Ann T. Sicignano-Howard '74NDC
St. John's University was the first choice for Jo Ann T. Sicignano-Howard '74NDC when she was exploring colleges, and it's still at the top of her list. "It was a great experience," she says, citing a connection between alumni, "I'm still in contact with professors, sorority sisters, and many other friends and classmates."
Jo Ann has established a legacy in honor of her own time at St. John's, and that of her late first husband who she met at St. John's, who later died in the September 11, 2001 attacks. "Joe once said, 'There's always scholarships for the students with the highest grades; what about those who work really hard but don't get straight As'" she recalls. "He believed you shouldn't need straight As to deserve a scholarship." So Jo Ann created the Joseph L. Howard Scholarship Fund in his memory, to benefit all deserving students in financial need.
"I gave because of my husband,
but everyone has their own personal reason," says Jo Ann.
We want to hear your reason. What type of legacy do you want to leave? Let's talk about the gift that best matches your intentions.
Elizabeth F. De Feis '56UC, '58L, '84HON
Elizabeth F. De Feis '56UC, '58L, '84HON earned her undergraduate and law degrees from St. John's, and calls those years a "very significant time" in her life. "College shapes the arc of your life. Those are your formative years, and the values you learn stay with you. They certainly did for me," she says.
Elizabeth is thankful for the scholarship she received at St. John's, and has decided to make a planned gift in support of a scholarship as a way of not only paying it back, but also paying it forward. "It's a great way to give back, and a great way to keep in touch!" she remarks. "There are so many ways to give, and a planned gift is both significant and adaptable."
She's right. There are many ways you can support St. John's without affecting your current lifesyle.
Gifts of all types and sizes combine to allow us to continue to offer another 150 years of academic excellence. Let's talk about the gift that best matches your intentions.
John-Emery Konecsni, Ph.D. '67C, '68G
St. John's University is almost family to John-Emery Konecsni, Ph.D. '67C, '68G. Aside from his own time at St. John's, countless family members are also treasured alumni. He always supported the University, but over the past few years he has decided to include St. John's in his estate plans.
John-Emery created a gift that endows a scholarship for students in the physician's assistant program, with last year's contribution earmarked for personal protective equipment (PPE) for pharmacy and health assistant students. "It's nice to be able to target where money goes," he says, "to see a specific impact."
As you consider what kind of legacy you want to leave, know that your gift to St. John's University can be directed to support an area or program that is important to you: A gift in the name of a loved one, to provide scholarship or financial assistance, or in support of a particular program.
An easy and powerful way to do this is by designating St. John's University as the partial or full beneficiary of your will or trust. When you do, you create a meaningful legacy
of education and advancement. Let's talk about
the gift that best matches your intentions.
James Spero '69C, '71G
AFTER FIFTY YEARS, A LOYAL ALUMNUS COMES BACK HOME
When James Spero '69C, '71G first arrived on the campus of St. John's University in 1965, it was as a student in what was then known as the Junior College. Little did he know that more than a half century later, he would reconnect to the University that gave him his initial entry into the world of higher education. "I've always been grateful to St. John's for offering me that exceptional opportunity to begin my college career," he remarked. "I earned my two-year Associate's degree, then went on to the four-year program, after which I continued on to my Master's degree. I still talk about that, because it was a great opportunity for me, and for so many others like me." There were many aspects of St. John's that appealed to this intelligent and energetic young man right from the start. He was captivated by what he learned in the classroom, but it was the people at the University who really made a difference in his life. "Everyone at St. John's, whether student, staff member or professor, was very genuine. They were also sincerely religious, and worked hard to instill a moral compass into the students. I thought that was important back then, and I still think so today. It's one of the things that makes St. John's so unique." After graduation Spero spent nearly three decades in county government in Suffolk County on Long Island. He worked in the Office of the County Executive, then initiated the county's Child Support Enforcement Bureau and moved on to the Office of Budget Review for the county legislature, ultimately becoming its director. A number of years ago Spero decided that it was time for him to focus on his estate plans. It wasn't something that he took lightly, he finally made some decisions that he felt best represented his affiliations and interests, for today and for the future. Touring campus for the first time after graduating 50 years ago, he was amazed at how the University had changed. What was an entirely commuter school when he was a student was now a world class university, with more than 3,000 students from more than 100 countries living on campus. That dynamism was something that this loyal alumnus wanted to be a part of. "I wanted to do something positive with my assets, and decided that I wanted to give back to St. John's. My wife and I set up an endowment in which half of the assets will go to needy students and the other half will go to support capital projects. It was a way for me to help kids and help the University as well." By making a difference for those in need, Spero is the embodiment of the Vincentian mission and values. He believes that St. John's fills an important need by providing educational opportunities for working class students. It's a philosophy that he embraces and strongly wants to be a part of. "The University's mission is as strong today as it was on its first day in 1870," he noted. " I came back to St. John's after 50 years, and immediately felt right at home. I'm both happy and grateful for the chance to be a part of something so special."
John Bleimaier '75L
John Bleimaier ’75L graduated from St. John’s University’s School of Law in 1975 and passed the bar examination immediately. He credits his education for not only preparing him well, but for also instilling the self-confidence he needed to begin-and sustain-a successful career.
“It was a great introduction to my profession,” he said. “I would like to help others in the future get the benefit of the same level of education that I received.”
With gratitude, John has included St. John’s in his will. “The concept of being supportive is a nice feeling,” he said. “If you feel that you are grateful, deliver on that gratitude.”
When you include St. John’s in your will, you deliver on your gratitude, and create a legacy-without spending anything now. As John said, “You can be extremely generous, but you don’t have to write the check!”
It’s the generosity and forethought of donors like John that enables St. John’s to continue to grow and evolve. “We all recognize that the world has changed, but St. John’s has been flexible in staying up to date,” John said.
Planned gifts allow the University to plan ahead, expand educational offerings, seize arising opportunities, and offer assistance to our students. When you plan for the future, we hope you remember St. John’s. For the language you need to include
St. John’s in your will, visit mystjohnslegacy.org/give.
Thekla Manganelli
Thekla Manganelli didn’t attend St. John’s, but she loves being a McCallen Society member.
Her husband, Ralph, was a St. John’s alum who went on to become an oral surgeon in Brooklyn. He always kept St. John’s in mind, wanting to leave money to the university when he passed away-and Thekla carried that promise through for him.
“I just picked up where he left off,” she says. In honor of her late husband, Thekla created the Dr. Ralph and Thekla Manganelli Scholarship Fund, benefitting St. John’s students. By planning ahead and letting St. John’s know of their intentions, she was able to not only create a gift that fulfills Ralph’s wishes, but also to find her own place at St. John’s.
“Making this gift made me eligible to join the McCallens [St. John’s legacy society], and it’s the best thing I ever did! Ralph would have loved it,” she says.
Thekla says that even though she is not a St. John’s graduate, she feels a true sense of belonging. “I’ve met so many wonderful people and made close friends, and go to so many events. I have learned so much, and really feel like I’m a part of it.”
When you plan for the future, we hope you remember St. John’s. For the language you need to include St. John’s in your will, or to explore other ways to give, visit mystjohnslegacy.org/give.
Phyllisann (Polizzi) Kalenka ’87C ’90L
Phyllisann (Polizzi) Kalenka ’87C ’90L met her late husband, Jeff, when they each received partial scholarships and admission into the St. John’s College Honors Program. It was there that they met the people who became their closest friends, and shared what Phyllisann calls some of the best years of their lives.
“Those same friends walked with us through our lives-we worked through college and graduate and professional schools, stayed in touch, participated in each others’ weddings, and they supported me through my husband’s passing of Covid,” she shares.
Phyllisann wanted to do something that honored Jeff and all of their shared memories, and St. John’s came immediately to mind.
By making a minimum donation, she established an endowed scholarship benefitting a student of St. John’s College Honors Program. Her monthly contributions will leave the scholarship fully funded, and by including the fund in her estate plans, it will provide support to future students for years to come. “This type of gift seemed insurmountable,” says Phyllisann, “but I realized it wasn’t out of reach.” She hopes the scholarship will afford the opportunity for future students to experience a wonderful education and make lifelong friends, as she and Jeff did.
Life changes quickly. And while we can’t predict the future, we can help you plan for it. To discuss how you can create a gift that matches your plan for your family’s future and your charitable intentions for St. John’s, contact me or visit mystjohnslegacy.org/give.
Edward Kasinec
Edward Kasinec entered the University College at St. John’s in the Fall of 1963. As the son of economic immigrants who emigrated from Ruthenia (now part of western Ukraine), Edward was a promising student and went on to have a wonderful experience at St. John’s.
“Somewhat surprisingly after 60 years, I still retain a vivid visual memory of the faces of some of the faculty whose mentoring and encouragement would influence my future studies, career, and publications in some of the most prestigious university communities in the United States, including Columbia, Harvard, Berkeley, and now the Hoover Institution at Stanford University,” he shares.
In tribute to the success he enjoys0which he credits in part to his St. John’s education-Edward has included St. John’s in his estate plans. “St. John’s provided an invaluable professional ‘bridge’ for me, so I decided to pledge a portion of my estate for the creation of the Kasinec Family Scholarship Fund.” Edward’s planned gift helps provide the same excellent educational experience he enjoyed for generations of St. John’s students to come.
You can utilize a will, trust, or a retirement account such as an IRA or 401(k), or use a paid-up life insurance policy that you no longer need, or utilize several other options. Contact us or visit mystjohnslegacy.org/give to download a document with all the details you need to make a gift.
Linda M. DaSilva, R.Ph. ’81P
Linda M. DaSilva, R.Ph. ’81P recently discovered a financial tool that benefits St. John’s future and her own: a charitable gift annuity (CGA).
Accepting a position on the College of Pharmacyand Health Sciences Dean’s Advisory Board, and soon becoming the Chair, was the first step in Ms. DaSilva’s re-engagement with St. John’s. “I can put my trust, time, effort, and money into this,” she said. “I know I can help move St. John’s in the right direction.”
A shining example of a female leader, Ms. DaSilva advocates for equity and advancement, ushered in
diversity of gender and race on the advisory board, and recently added a financial aspect to her growing legacy. “I was giving annually, and then I learned about charitable gift annuities,” she explained. “The income payments can be deferred and they’re at a great, highly competitive rate. I took money that was not gaining a good rate and turned it into future income for me and support for St. John’s.”
When you establish a CGA using cash, an IRA-qualified charitable distribution, or other property, St. John’s University will make regular payments to you, or you and your spouse, for life. “There’s a perception that only really wealthy people make planned gifts, but that’s not true,”said Ms. DaSilva. “Gifts come in all forms and sizes-and a CGA no risk. It’s a strategic investment!”
When you create a legacy gift in support of women-whether it’s to honor your own time at St. John’s or in tribute to the women in your life-you move us in the right direction. Your gift funds scholarships and provides new opportunities for the women of St. John’s.
See what a CGA could look like for you. Please visit mystjohnslegacy.org/cga, or contact us, and a member of the Gift Planning team will create your personalized illustration.
Dorothea T. Page ’85CBA
Dorothea T. Page ’85CBA loved her time at St. John’s, but did not maintain a connection with the University for many years.
That all changed when she decided to attend an 1980s reunion night at Citi Field years later. Dorothea was welcomed with open arms by fellow alumni and members of The McCallen Society—and she has felt the same way at every event since.
“You don’t have to know anyone; you’re welcomed with warmth. We are truly a family,” she said. “The seed of St. John’s was always planted in me, but I never paid attention to that voice to get reconnected. But with each event I went to, the voice got louder.”
Recently, Dorothea made St. John’s a beneficiary of a cash account. “My planned gift is part of my commitment to stay connected,” she said. “I call it my 529 savings for my adopted St. John’s student, with the intention of adding funds to the account, as I review my financial position each year.”
Dorothea believes strongly in the added value from a Catholic education, and wants the next generation to share the same St. John’s experience she had. With a little planning, she was able to arrange a gift that will do just that.
You can designate St. John’s University as the full or partial beneficiary of your will, or of a retirement, brokerage, or bank account. Naming St. John’s as the beneficiary is a savvy way to support St. John’s without affecting your current cash flow.
“There’s life at St. John’s after being a student—and I’m back!” Dorothea said. “I love it and thank Susan Damiani for looping me back in. Susan and her team work tirelessly to plan events that we all get to enjoy and it’s time we all do our part to support the McCallen Society’s initiative in building a legacy for St. John’s.”
She acknowledges that it can be hard to get started, but encourages everyone to start small—attend an event, call Susan, or make some sort of connection.
Althea Brown
Leaving a legacy is more than passing on valuables—it’s about passing on shared values. McCallen member, student, and a longtime employee of St. John’s, Althea Brown is doing just that. She has shared her talents working at St. John’s for 25 years, frequently volunteers her time for events, and has pledged to share her treasures by including St. John’s in her will.
“I truly believe in the mission statement of St. John’s,” Althea said. “So, when I was asked about a planned gift, I said, ‘Why not?’”
Through her connection with the Office of Advancement, The McCallen Society, and its director, Susan M. Damiani, M.B.A. ’87CBA, she recognizes that any gift makes a difference.
Join Althea in making a pledge for the future. Simply name St. John’s in your will, or as a beneficiary of your 401(k), IRA, or other retirement vehicle. In doing so, you retain the full use and value of your current funds and ensure the strength of St. John’s for generations of students to come.
Rev. Aidan R. Rooney, C.M.
Rev. Aidan R. Rooney, C.M., M.Div., M.Th. ’78NDC, Executive Vice President for Mission, never imagined that attending St. John’s University would blossom into a connection with students, administrators, staff, and the Vincentian priesthood. As a donor, Fr. Rooney knows firsthand the importance of legacy donors in ensuring St. John’s continues to provide an Education that Elevates.
“McCallens are a bunch of people together making it possible,” he said.
Fr. Rooney made a gift that supports both his alma mater and helps family members. “Creating a charitable gift annuity gives St. John’s about 30 years to manage my gift, allows me to be generous to my family and friends in need, and ultimately supports St. John’s as a legacy gift,” he explained. “Many people want to do something they can see right now, but a legacy gift can multiply your generosity.”
Joanne “Jojo” Persico
Joanne “Jojo” Persico ’93MBA, ’09PD built St. John’s University Women’s Volleyball program from the ground up and served as head coach for more than 30 years. As a woman of faith, she looks to Mary, Mother of God, as her greatest role model. Coach Persico strives to be a faithful moral example, in the hope of one day entering “the hall of fame we really want to make-heaven.”
“As women, we stand on the shoulders of those who came before us,” she says. “It’s amazing to have pillars of our school, and to see what strong leaders look like. Whether they know it or not, they are ambassadors of the University.”
Support comes in many forms: Those who help promote women student athletes, those who cheer from the sidelines, and those who provide financial support in the way of planned gifts.
“My vision is for the program to be self-sufficient,” she says. “I would love to see donors come together to endow a Chair for Coach, with the salary or operating budget covered by planned gifts.” Coach Persico recognizes that this is a lofty goal, but knows that, together, gifts of all sizes and formats make a remarkable impact—both on her team and St. John’s as a whole.
Consider naming St. John’s in your will, or as a beneficiary of your 401(k), IRA, or other retirement vehicle. It is a simple way to make a gift that supports the University, costs you nothing now, and may deliver significant tax savings to your heirs.
John & Mary Ann Ceparano
The experience of John (’85CBA) and Mary Ann Ceparano ’85CBA at St. John’s comes down to one thing: the bonds they built. They met at St. John’s and went on to have a long, happy marriage, formed friendships they still enjoy today, expanded their professional networks, and found a sense of home in communities near and far. According to Mary Ann, “The friendships have been everlasting.” John echoed that sentiment. “It’s exciting to keep that connection,” he said. “Staying in contact helped us personally, socially, and professionally, and now we can help future students.”
When they began thinking about retirement plans and charitable giving, St. John’s was at the top of the list. “We’re so happy that the school has been able to evolve, and it’s through planned giving that that can happen,” said Mary Ann. “You may not be able to give today,” said John, “but think about how you can make a difference in the long term.”
Your reunion is a great time to think back and plan ahead. It’s never too early to consider leaving a legacy at St. John’s. Whether you’re celebrating your 10th reunion, your 40th—like John and Mary Ann Ceparano—or beyond, you can have an impact on the future of our students.
Contact Us
Use the Form Below to Get In Touch with One of Our Planned Giving Officers.
Let us know how we can help you include St. John's University in your estate plans. Discussing your charitable intentions with us can lead to a much better result than going it alone - and will ensure that your gift is used just as you wish.
Contact a Gift Officer
Susan M. Damiani, M.B.A. ’87CBA
Director of Gift Planning/The McCallen Society
St. John's University
Office of Advancement and University Relations
University Center, Room B-29, 8000 Utopia Parkway
Queens,
NY
11439
If you are working with a professional advisor, or advising a donor, here's a practical guide for including
St. John's University in a charitable estate plan.