When you make a gift to St. Bernard School, you can designate how the funds will be used and there are many options for making your gift.
Unrestricted gifts are among the most valuable contributions to St. Bernard, because they allow the school to allocate funds wherever the need is greatest, and to take advantage of unique opportunities as they arise. Your unrestricted contribution may be used to support costs associated with tuition assistance, innovations in teaching, equipment, technology, facilities, and much more.
Directed gifts allow you to designate your gift to a specific discipline or program , a support group , or a priority area at the school. When you make a directed gift to SBS, you enjoy the satisfaction of knowing you are supporting a program that is personally meaningful to you.
You also have the option of designating your gift for current use or for endowment.
When you make an outright gift to SBS, your contribution can be put to work immediately — either providing funding for current programs or creating a reliable source of future income by expanding the tuition assistance endowment.
Cash gifts — the simplest and easiest gifts you can make — can be made through credit/debit card transactions , outright cash, or personal checks, cashier’s checks, or money orders made payable to the St. Bernard School.
Gifts of appreciated securities, stocks, and bonds also provide considerable tax advantages when transferred to SBS before they are sold. If you have held your securities for more than one year, you may find that your gift will provide a twofold tax benefit, creating an income-tax deduction as well as helping avoid the capital-gains tax that would have been due on their sale.
If you wish to transfer stocks from a broker’s account:
SBS has accounts with major brokerage firm. Have your broker call the SBS main office for further details and information.
If stocks are to be delivered by DTC to the school’s bank, contact the main office to have delivery instructions faxed or e-mailed to your broker or financial advisor.
If you wish to make a gift of physical securities on hand:
Physical stock certificates may be sent by certified mail or overnight express, with endorsement on the back of the certificate(s) exactly as stated on the face of the certificate(s). Do not fill in any other blanks. No stock power is necessary as long as you do not fill in the school’s name on the back.
You also may make a gift of mutual funds, non-marketable stock, or closely held stock. Contact the main office for information about giving these types of securities.
Gifts of real estate including personal residences, second homes, income property, and vacant land can offer a wide variety of tax and other benefits.
Gifts of personal property — including rare books, works of art, valuable collectibles, and tangible items of demonstrable value — in some cases may enable you to make a significant gift to support the school with outstanding tax benefits to you. Likewise, gifts of intangible personal property, such as copyrights, patents, and mineral rights, can generate income for the program of your choice on a continuing basis.
The school also has a wire account; please contact the main office for details about making a wire transfer to SBS.
An easy way to double or even triple your donation to SBS is to find out if your company has a matching-gift program. Such programs typically match all or a percentage of employee contributions to charitable organizations. Simply obtain a matching-gift form from your employer’s personnel office and return it completed to SBS.
The school welcomes your gift through a pledge — a formal statement of intention to make a gift to the school. With a pledge, you may complete your gift by making regular payments over time, allowing you to give more generously than you originally may have considered. What is more, each payment on your pledge is eligible for an income-tax charitable deduction.
When you plan a gift as part of your overall estate and financial plans, you will help provide a strong foundation for the future of our young men. Your contribution could be applied for substantial tax and financial benefits. Please consult your attorney or tax advisor for additional information how to include SBS in your estate