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Giving

Ways to Invest in Brother Rice High School

There are almost as many ways to invest in Brother Rice High School as there are reasons to support it.

The following options can, perhaps, be beneficial to the donor, as well as to Brother Rice.

I. One-Time Gifts

1. Gifts of Cash
   The simplest and most popular way to make a contribution is to write a check, use a credit card, or give online. Your gift can be unrestricted, giving the administration the freedom to apply it where most needed, or you may restrict your gift to an area of your own particular interest.
2. Gifts to the Endowment Fund
   Your investment in this fund helps to secure the future of Brother Rice. The principal of the fund is never touched. Only the annual interest is used to benefit current students.
3. Memorial Gifts
   You may want to consider a gift in memory of a loved one. Memorial cards and envelopes are available in the Development Office. Memorial gifts are deposited in the Endowment Fund account unless otherwise specified.
4. Named Scholarships
   You may wish to establish a scholarship in memory of a loved one or in your family name. There are currently 13 such endowed scholarships set up by families who want to help deserving young men get a Brother Rice education.
5. Matching Gifts
   Check if your (or your spouse's) company has a matching gift program in order to double or even triple your contribution to Brother Rice. It is as simple as filling out the form from your company and forwarding it to the Brother Rice Development Office. Matching gifts from corporations and foundations may also apply when donating securities.
6. Gifts of Securities
   Stocks or other securities can be transferred to Brother Rice at a considerable tax advantage.

   Instructions to Broker should read:

Please deliver free to DTC to:

UBS Financial Services, Inc.

DTC #0221

Reference Brother Rice High School Account #TS43442

It would be appreciated if the donor would also:

-fax a copy of the instruction to Michael J. Hurley at (773-429-4498)

-call Amy at UBS (800-682-7275) so that she can look for the stock when it comes in and make sure that it is handled appropriately and in a timely manner

II. Planned Giving

Making a contribution by using a planned gift is becoming increasingly popular. Through careful gift planning, alumni, alumni parents, and friends have discovered that they can have a more significant impact on the future of Brother Rice than otherwise thought possible. A thoughtfully chosen gift method can also allow our benefactors to meet their own needs and responsibilities while, at the same time, ensure the strength of Brother Rice.

Established in 1994 in celebration of 150 years since the founding of the Christian Brothers, the Edmund Society for Planned Giving was initiated. This is a special society to recognize those who have the foresight to provide for the long-term future of Brother Rice by choosing a planned gift method. A planned gift is one that is not an outright gift of cash, but is a deferred gift or a gift that involves special tax considerations. Included are commitments through bequests, trusts, gift annuities, insurance policies, or gifts involving securities, real estate, or gifts-in-kind. The planned gifts may be designated for the endowment, or unrestricted uses as directed by the Board of Directors and the Administration.

1. Deferred Gifts
   The traditional planned gift is the bequest. Because a bequest is a gift made in a will, the individual making the gift retains full use of the property during his or her lifetime.
   Another type of deferred gift is the charitable remainder trust, which can be arranged to produce extra income, provide for retirement, or cover the cost of educating a child or grandchild. The donor is also allowed to take an immediate tax deduction for a percentage of the principal invested in the trust. When the trust ends, the remaining trust principal is given to Brother Rice High School.
2. Gifts of Life Insurance
   A way to invest in Brother Rice with a significant gift at a low cost is through the purchase of a life insurance policy. By naming Brother Rice as the irrevocable owner and beneficiary, premium payments can be tax-deductible. You may wish to take out a policy, or you may already have a policy and wish to name Brother Rice High School as the irrevocable owner and beneficiary. In this way you assure a substantial gift to Brother Rice at a relatively low cost.

For further information regarding an investment in Brother Rice, please contact Mike McShane at 773-429-4343 or Brian Barkowski at 773-429-4488 in the Development Office. Our legal title is Brother Rice High School, Inc.