Ways to Make a Gift

To make a gift online, click HERE.

 

To learn about the many ways in which you can make a gift to the school, read below:

 

Help us keep the “Carolian Promise”

The founding mission of St. Charles is predicated on the promise made by our founder, Bishop James J. Hartley, that “No qualified student who could benefit from a St. Charles education would ever be turned away because of a family’s inability to pay tuition.”

But for all its blessings, St. Charles still faces serious challenges into the 21st century. With your continued support we can: continue the enrollment of qualified students from diverse socioeconomic backgrounds; retain the necessary economic and human resources to continue providing quality Catholic education; provide the remuneration necessary to attract and retain a superior faculty; continue to implement needed ongoing technological upgrades; and to continue to enhance and upgrade academic, co-curricular and athletic facilities.

 

We invite you to look through all the pages in this section (Ways to Make A Gift), but you can find here LIVE LINKS  to some of the most popular options for supporting St. Charles Preparatory School:

ENDOWED GIFTS
MEMORIAL AND TRIBUTE GIFTS
GIFT OF CASH
GIFT OF APPRECIATED SECURITIES
GIFT OF LIFE INSURANCE
GIFT OF REAL ESTATE
GIFT OF TANGIBLE PERSONAL PROPERTY
WILLS OR LIVING TRUSTS
CHARITABLE REMAINDER TRUSTS
CHARITABLE GIFT ANNUITIES
RETIREMENT PLAN ASSETS
IRA CHARITABLE ROLLOVER
DONOR ADVISED FUNDS

 

Making a Gift of Stock

Please call Your Broker

  1. If your broker or bank holds your securities, call your broker and tell him/her which securities you wish to donate to St. Charles Preparatory School. (Most firms require written instructions.)
  1. Then, have your broker contact:
    Mr. Timothy M. Ryan (St. Charles Class of 1975)
    Ryan & Ryan Merrill Lynch
    65 East State Street
    Suite 2600
    Columbus, OH 43215-4213
    Tel: 614-225-8105
    Fax 614-225-8120

Tim can arrange to have your broker transfer the securities by wire. Please use the “DTC” #8862 for the benefit of St. Charles, and transfer to account #656-04025. If you need the St. Charles federal tax ID #, please contact the school at 614-252-6714.

  1. On the same day you call your broker, please confirm your instructions in writing to your broker and state your desire to make a gift to St. Charles Preparatory School, including the number of shares, the name(s) of the stock(s), and the purpose for which you are designating your gift. (for example, you can augment your existing endowment fund at St. Charles).

In your letter, please include your broker’s phone number and send a copy of your letter to St. Charles (see address below). In order to give prompt and accurate credit for all gifts received, it is important for St. Charles to know the identity of its securities donors, especially those gifts which are received via electronic transfer. Since it is difficult to obtain donor identity once the transaction has been processed, donors are requested to identify themselves to the school.

Michael H. Duffy
Director of Development
St. Charles Preparatory School
2010 East Broad Street
Columbus, OH 43209-1665
[email protected]www.stcharlesprep.orgCell: 614-357-5317
Office: 614-252-9288, Ext. 20

 

Corporate Matching doubles many gifts

Corporate Matching Gifts also continue to be a great way to effortlessly increase your financial support. St. Charles is registered under the Catholic Diocese of Columbus as a 501(c)(3) organization, thus making it eligible to receive corporate-foundation matching gifts.

For more than 14,000 companies and corporate foundations, matching gift programs represent an important share of their annual charitable contributions. In a 2006 survey done by the Council for Education, 756 educational institutions reported over $157 million in matching gift dollars!

I encourage you to check with your Human Resource or Personnel Office to see if your company/corporation participates in this benefit. In short, if they do, a personal gift made by you to St. Charles will be matched, making your gift significantly larger.

If you would like to learn more about either of these opportunities, please contact Development Director Mike Duffy by phone at 614-252-9288 (ext. 20) or by e-mail at [email protected]

 

There are also several more ways to make a charitable gift in support of St. Charles. They include:

 Tax-Wise Guide to Cash Gifts

A gift of cash is the simplest and most popular form of giving. Federal tax deductions help make it worthwhile to give cash. To illustrate the “net costs” of making a cash gift, please refer to the gift chart below, which assumes the donor is in the 28% tax bracket.

Cash Gift: $1,000
Cost of Making Gift: $720
Tax Savings: $280

Cash Gift: $2,000
Cost of Making Gift: $1,140
Tax Savings: $560

Cash Gift: $5,000
Cost of Making Gift: $3,600
Tax Savings: $1,400

Cash Gift: $10,000
Cost of Making Gift: $7,200
Tax Savings: $2,800

Cash gifts to donors who itemize: Donors should be aware of the annual limitation on the use of charitable deductions claimed for gifts to public charities, which for any given year is 50 percent of the donor’s adjusted gross income (AGI) for cash gifts. Any “unused” portions of those gifts can be carried over and used as deductions for as many as five additional years.

 

Contact Us

If we can be of help, answer a question or if you wish to share your thoughts and ideas with us regarding the school, please contact our office by e-mail, by phone (614) 252-9288, or U.S. Mail at 2010 East Broad Street, Cols., OH 43209.

Director of Development
Mr. Michael H. Duffy
614-252-9288 ext. 20
[email protected]

 

Development Officer
Mr. Michael F. Welsch
614-252-9288 ext. 33
[email protected]

 

Development Officer
Mr. Daniel J. Tarpy
614-252-9288 ext. 27
[email protected]

 

Development Officer
Mrs. Cheryl F. Taynor
614-252-9288
[email protected]

 

Development Officer
Mrs. Nina L. Keyes
614-252-9288
[email protected]