The 2018-2019 Alumni & Friends Annual Fund Leadership
Alex K. Loehrer ’94, Alumni Annual Fund Chair
Annual Fund FAQ and Fact Sheet
Question: Why does St. Charles have an Annual Fund?
Answer: An Annual Fund, a part of the landscape at most parochial and private schools all over the country and certainly Central Ohio, raises funds to help maintain the school’s founding promise 91 years ago 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,” as well as maintaining our buildings and grounds, supporting the faculty, and helping meet operating expenses. Annual Fund contributions are applied directly to meeting all of these expenses of running the school during the fiscal year July 1 – June 30.
Question: Where can I see my contribution at work?
Answer: Everywhere our 647 young men and their teachers are at work! Some other areas that are supported include technology upgrades and faculty professional development opportunities for recruitment and retention.
Question: Why is a gift of ANY size important?
Answer: Support for the Annual Fund represents your belief in the St. Charles mission. Your gift of any amount combines with others to provide a compelling case to other constituencies, including alumni, foundations and corporations, that those who benefit the most directly from a St. Charles education – you, our current parents – are committed to what the school is doing.
Question: I know what I want to give, but I can’t until 2019?
Answer: Make a pledge! Pledging a gift and making payments according to a schedule that you determine enables St. Charles to plan for your gift and to take your planned participation into account. Our Development Office will send you reminders according to the schedule that you request. Simply fill out the Annual Fund reply envelope accordingly and make your final payment by June 30, 2019.
Question: Who is asked to contribute to the Annual Fund?
Answer: Parents of current students, alumni, and parents of alumni are invited to ensure the day-to-day excellence of the school they know, that is educating their boys today. Other donors include grandparents, neighbors, and some local businesses. This group takes advantage of the giving opportunity given to them annually to keep St. Charles fiscally strong and healthy.
For more information regarding the 2016-2017 Annual Fund contact the school’s Development Office and ask to speak with Michael Duffy, the St. Charles Development Director. He can be reached at 614-252-9288 extension #20 or at [email protected]
Making Your Tax-Deductible Gift
Annual Fund Pledge & Gift Levels
Leadership gifts of $50,000 to $100,000. Making gifts of appreciated stock are especially tax-wise, so consult your professional advisor to learn the full benefits.
Major gifts between $10,000 and $50,000.
Investor gifts between $5,000 and $10,000.
Special gifts between $1,000 and $5,000. Don’t forget to request a corporate matching gift!
One-time gifts between $100 and $1,000 are greatly appreciated.
Tax deductibility of gifts: All gifts to the Parents Annual Fund are 100% tax-deductible. The school encourages you to utilize your corporate matching gift benefit, which matches cash gifts at face value.
Gift of stock/appreciated securities: For a stock-transfer instruction sheet, send an email to: [email protected]
Consider Joining The Cardinal Society
The parents and alumni of St. Charles have a long and proud history of helping maintain many of our school’s most cherished traditions through charitable giving.
Charitable gifts of $1,250 or more to the Annual Fund will qualify a donor for membership in The Cardinal Society. Renewed annually, members will receive a one-of-a-kind St. Charles keepsake and an invitation to attend a year-end Annual Fund celebration.
For additional information, please contact the school’s Development Office and ask to speak with Michael Duffy, the St. Charles Development Director. He can be reached at (614) 252-9288 extension #20 or by e-mail at [email protected].