Support BCP

Planned Giving

We are reliant upon your generosity, today and tomorrow, to ensure a strong future for Bellarmine College Preparatory - the institution and its mission. There are numerous Planned Giving options by which donors may leave a legacy of support that will have a positive impact on generations of students to come.

Remembering Bellarmine in your estate plans can also assist in meeting your financial and tax-planning needs.  Whether through bequests, charitable remainder trusts, or other means, gifting Bellarmine through Planned Giving is a wonderful way to fulfill your philanthropic wishes and honor a lifetime of generosity.

Those who have designated Bellarmine in their estate plans are recognized as members of the Mater Dei Legacy Society.

For more information, click on the following:

Supporting Bellarmine

Welcome to your resource for charitable gift planning!

It's no secret that the programs of Bellarmine College Preparatory depend upon your goodwill. We've created this easy-to-understand Web site to help you dream a little, about our future and yours. There are many easy giving options from which you can choose—strategies that enhance your personal well being, as well as BCP.

If you're not sure where to begin, try our Build Your Gift planner. By answering a few basic questions, this interactive tool steps you through the process of narrowing down your choices. It's fun and easy to use!

If you already have gift options in mind, click on Compare Gifts to see how your choices match up or click on eBrochures to request specific information on a planning option. If you get lost, rest assured that we're always here to help. Simply contact V. Ronald Pine, Esq. '57 at (408) 294-9224 or (408) 924-0107 or rpine@bcp.org with any questions. Happy dreaming!

Check Out Our Monthly Feature Articles:

Endowment Fund Established
Thomas J. Biagini, founder and president of Biagini Properties, Inc., started making annual gifts to Bellarmine in 1984. More

Build Your Advisory Dream Team
When planning who gets what from your estate, it's important to be certain you are making wise decisions. Find qualified professionals who can help you take appropriate steps to achieve your goals. More

Erroneous Promises Threaten to Foil Estate Plan
Hartford Bealer had built up a sizable estate. While he intended for future generations to benefit, in reality his legacy was nearly lost. In this example, luck was on his side. Without the knowledge of an estate planning attorney, you may be risking your loved ones' future. More

Make a Change for Good
Change isn't always hard. Read on to see how the simple act of changing your beneficiaries can make a profound difference to Bellarmine College Preparatory. More

There Is No Tax "Season"
Tax season never ends. That's why it's important to plan year-round so that when April gets here, you aren't left feeling panicked. More

Essentials

Essentials
Which of these four key documents are included in your estate plan? More

Your Will
Use these resources to create a successful will. More

Revocable Living Trusts
Learn how to fulfill your long-term financial goals with this special type of trust. More

Estate Planning Using Wealth Replacement
If you have multiple heirs or wish to make a larger gift, familiarize yourself with the advantages of a wealth replacement trust. More

Retirement Planning Ideas
Learn how to avoid unnecessary taxes, make sure you don't outlive your income and provide for the people you care about most. More

Estate Planning for Couples
Discover techniques for preserving as much of your estate as possible for the benefit of family members and our organization. More

Estate Planning for Physicians
To ensure that your hard-earned money is distributed as you intend after your death, consider the following articles dedicated to discussing the needs of physicians like you. More

For Professional Advisors

Our Official Bequest Language
Discover the precise, legal language to use when including Bellarmine College Preparatory in your estate plans. More

Professional Advisors' Reference Library
Charitable gifts, like financial plans, should be tailored to individual circumstances and can often improve your client's position. The following articles cover a range of topics to help you better advise your clients on charitable estate planning issues. More

Resources

Our Official Bequest Language
Discover the precise, legal language to use when including Bellarmine College Preparatory in your estate plans. More

Quiz Yourself
Test your know-how on a variety of financial planning and planned giving topics. More

Ways to Give

There are almost as many variations on ways to make a donation as there are needs to be met. Explore this section to discover new ways to make a gift that also take into consideration your personal circumstances and the needs of your loved ones.

Bequests
Learn how to help others and Bellarmine College Preparatory by using one of the most popular and simplest ways to make a gift. More

Beneficiary Designations
Continue supporting our work even after your lifetime by naming us as a beneficiary of your retirement plan, life insurance or insurance annuity assets. More

Charitable Remainder Trusts
In the right circumstances, this plan can increase your income, reduce your taxes, unlock appreciated investments, rid you of investment worries and ultimately provide very important support. More

Memorial and Honorary Gifts
If you have a family member or friend whose life has been touched by Bellarmine College Preparatory, we hope you'll consider making a gift to us in honor of that person. More

Endowed Gifts
Discover a powerful way to make a gift to us in your name or in the name of a loved one while realizing tax benefits for your kindness. More

Give Your Home, But Live There for Life
Find out how you can make a gift to Bellarmine College Preparatory of a remainder interest in your home, receive sizable tax benefits now and continue living in your home for the rest of your life. More

Charitable Lead Trusts
Make a donation now while reducing the tax burden for your heirs in the future. More

Charitable Trusts

Charitable Remainder Trusts
In the right circumstances, this plan can increase your income, reduce your taxes, unlock appreciated investments, rid you of investment worries and ultimately provide very important support. More

Charitable Lead Trusts
Make a donation now while reducing the tax burden for your heirs in the future. More

Estate Planning

Use these tools to double check that you have implemented the most important elements of a solid estate plan and understand all of our options.

Your Will
Use these resources to create a successful will. More

Revocable Living Trusts
Learn how to fulfill your long-term financial goals with this special type of trust. More

Living Wills
A living will is your legal declaration of your personal wishes about extraordinary medical treatment in the event you become terminally ill or permanently unconscious. More

Your Power of Attorney
This written legal document lets an individual designate another person to act on his or her behalf, even in the event the individual becomes disabled or incapacitated. More

Glossary of Terms
Access our dictionary of commonly used estate planning and gift planning terms. More

Gifts of Stock

Securities
Stock that has increased in value is one of the most popular assets used for charitable giving, once it has been held for more than one year. Making a gift of securities to us offers you the chance to help our organization while realizing many important benefits for yourself. More

Closely Held Stock
A donation of your closely held stock can be a fine way for you to make a sizable charitable contribution while realizing valuable tax benefits. More

 

Compare Gifts

Compare Gifts
Learn more about what a gift can do for you. Compare and contrast up to three different gift types. More

eBrochures

Request FREE information!
Want to learn more about how to plan your estate, achieve your charitable giving goals, and help support Bellarmine College Preparatory? Request one of our free ebrochures and we'll e-mail it to you within minutes! More