The Borromean Society Legacy
The Borromean Society was formed to recognize alumni, parents and friends who make a commitment to the future of St. Charles though a legacy gift. These opportunities include bequests by will, charitable gift annuities and trusts, gifts of appreciated assets (real estate, securities, etc.), gifts of life insurance, and retirement accounts that benefit not only St. Charles, but also the donor, through tax advantages and the peace of mind derived from well-made plans.
Legacies such as these enable people and families who have benefitted from their St. Charles experience to reinvest in this unique institution. For many, these pre-arranged gifts allow them to make a far more substantial gift to the school than would be possible though a single contribution. By remembering the young men of St. Charles Preparatory School in your estate plan, you will join the growing ranks of generous benefactors helping to ensure that our Christ-centered education will continue to flourish.
Let Us Know About Your Generosity
If you have included St. Charles Preparatory School in your estate plans, please contact Dan Tarpy at 614-374-6233 or [email protected] so that we can enroll you in the Borromean Society. Your name will be added to the honor section of the wall in Walter Commons. The wall recognizes those who have included St. Charles in their estate plans.
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.