Shipley Students

How Will You Leave Your Legacy?

Gifts of all sizes and types combine to support Bellarmine Prep's goal of graduating young men and women of competence, compassion and conscience, who are committed to leadership and service. Whether you choose to direct your gift to a special program or our overall endowment, your support will directly impact our students and community.

When you support Bellarmine Prep, you are ensuring that future students benefit from the great and historic strengths of Jesuit education — an approach to learning emphasizing inquiry, experience, action and reflection.

There are many ways to make charitable contributions, and we invite you to explore some popular options below. Please consider a confidential, no-obligation conversation.

I Want to Learn More

The Legacy Giving Society of
Bellarmine, Aquinas and St. Leo's

The Legacy Giving Society of Bellarmine, Aquinas and St. Leo's recognizes those individuals who have made leaving a lasting legacy a priority through a planned, or deferred, gift. Please let us know if you have included the school in your plans so we can ensure your gift is used as you intend and so we can welcome you as our newest member!

 

Examples of Generosity

  • The Rolfness Family
    The Brooks Rolfness Impact Scholarship Fund

    Read Story

  • Peter Blitz B'88
    Alum Gift Creates Faculty Scholarship Endowment

    Read Story

  • Leo Hindery
    One Man's Speech Inspires Surprising Gift

    Read Story

  • James Louis Mack
    1969 Alum Gives to Endowment

    Read Story

Planned Gift Options

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.

Beneficiary Gifts
Retirement Accounts

Naming Bellarmine Preparatory School 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.

Current Gift Options

Outright Gifts of Cash
Cash

Many benefactors establish their family's endowment with an outright gift of cash

Charitable IRA Rollover
Charitable IRA Rollover

If you're 70 1/2 or older, you can make a gift directly from your IRA to Bellarmine Prep. 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.

Gifts of Property
Real Estate and Other Valuables

Like stock, the fair market value of gifts of appreciated assets such as real estate, artwork, and other well curated collections, can be deducted from your income tax today and reduce your estate taxes in the future.

Get in Touch with Bellarmine

There are many giving options available to you, such as naming Bellarmine Preparatory School as a beneficiary in your will or as a beneficiary of your retirement plan or insurance policy. For more information, please find our contact info below, or submit this form.




Contact Us

Dean M. Hanks

Dean M. Hanks

Vice President
Office of Development
Email
253-879-9875

Amy de Guia

Amy de Guia

Development Coordinator
Office of Development
Email
253-761-3520

r. Fred Mayovsky, S.J.

Fr. Fred Mayovsky, S.J.

Donor Chaplain
Office of Development
Email
253-756-3868

If you are working with a professional advisor or advising a donor, here's a useful guide for including Bellarmine Preparatory School in a charitable estate plan.

Download Advisor Guide