• Provide ameasure of excellence for St. Charles Preparatory School which prides itself on offering financial aid for students in need, a strong faculty who serve as excellent role models, a devotion to preserving and maintaining its buildings through thoughtful renovation and refurbishment.
• Are gifts that last forever through wise investment of the fund’s corpus, and using only the income from those investments for the endowment’s designated purposes.
• Continue the proud tradition of forming leaders and stewards of Christian values.
  

Why Establish an Endowment at St. Charles?

• To carry on the 80-year tradition of providing a Christ-centered, college-preparatory education to young men of diverse backgrounds.
• To honor and pay tribute to family members, mentors, and loved ones.
• To simply thank St. Charles for the difference it has made in your life.
  

How Do Endowments Work?

• All gifts to establish St. Charles endowments are invested in a permanent endowment fund.
• St. Charles endowments are invested in cash, corporate and government bonds, real estate, and stocks.
• St. Charles endowments are designed to grow over time and to keep pace with inflation. In the event the endowment earns more than the yield, the excess is re-invested in the corpus to provide growth and stability.
  

Types of St. Charles Endowments

• A named endowment fund at St. Charles will provide financial support to one of the school’s many fine academic or extracurricular programs.
• Your name, or that of a loved one, can be affiliated in perpetuity with an endowed scholarship, chair, or building fund, which provides aid to St. Charles students, faculty members, and physical facilities.
• Your named scholarship fund at St. Charles can be based on financial need, parish affiliation, academic performance, or other criteria established by you and St. Charles.
• At the present time, the minimum gift amounts required to establish these funds are as follows:

  -Endowed Fund - $25,000
  -Named Classroom - $50,000
  -Campus Improvement Fund - $100,000
  -Faculty Enrichment Fund - $100,000
  -Chair Fund - $500,000
  

How Can I Establish an Endowment?

• Make a pledge or gift of at least $25,000;
• Establish an endowment by naming St. Charles in your will;
• Set up a St. Charles endowment account with a cash gift and complete the pledge over five years. Once the account reaches $25,000, the endowment begins producing an annual provision.
• St. Charles will assist its benefactors in the composition of a brief description that details the name of the endowment and the intent of the endowment provision.
  

Ways to Fund Your St. Charles Endowment

• Cash
• Real estate
• Appreciated property, such as stocks, bonds, or life insurance policies
• Planned gifts
  

Benefits to You, the Benefactor

• A St. Charles endowment is a wonderful tribute to recognize loved ones, parents and family members, dear friends, former faculty, and alumni.
• Knowing that you are making a tremendous impact on future generations of Carolians.
• Peace of mind that your gift will help those less fortunate.
• Membership in the prestigious Borromean Society.
• Tax-wise benefits stemming from your gift.