Making a Gift

Ensuring your Legacy and CM's Future

Whether you are considering creating a will or revisiting plans made years ago, secure your legacy and CM's future by including the school in your plans.

Bequests

Including CM in your will is an easy way to make a lasting impact. You can leave a set amount, a percentage, or the residual (the amount that remains after your other wishes are fulfilled) to the school. Bequests are flexible and can be changed at any time.
Retirement Accounts

Naming CM to receive any portion of unused or remaining retirement assets is one of the easiest and most tax-advantaged ways to make a gift. Simply ask your fund custodian for a beneficiary form and list CM.
Donor Advised Fund

Support CM by requesting a grant from your Donor Advised Fund. Consider naming CM to receive all or a portion of the funds that remain at the end of your life. Without such instructions, fund custodians may otherwise sweep your remaining funds into a general account and not be guided by your wishes.
Real Estate

A gift of partial or whole ownership of real estate may offer you and your family important tax advantages, even during your lifetime.
Collections

Assets that reflect your interests and hobbies may have increased in value and create an undesired tax bill. From art to baseball cards, your collections can fund a legacy gift.

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List of 10 items.

Outright Gift via Cash, Check or Credit Card
- The Easiest and Most Immediate Way to Support CM
- Potential Income Tax Benefits
- Immediate Impact
Outright Gift of Securities
- Potential Income Tax Benefits
- Capital Gains Tax Benefits
- Immediate Impact for CM
Outright Gift of Personal Property
- Make a Gift With No Impact on Your Cash Flow
- Potential Income Tax Benefits
- Capital Gains Tax Benefits
- Immediate Impact for CM
Gift of Life Insurance
- Make a Larger Gift Than You Might Have Imagined
- Potential Income Tax Benefits
- Potential Future Tax Benefit
Gift of Real Estate
- Improve Your Cash Flow by Not Having to Pay Upkeep, Taxes, and Insurance on a Property
- Potential Income Tax Benefits
- Capital Gains Tax Benefits
Gift in Your Will or Trust
- Retain Control and Potentially Reduce Estate Taxes
- Potential Future Tax Benefits
- Impact After Your Lifetime
Gift of Retirement Plan Assets
- Allow Less Heavily Taxed Assets to Pass to Loved Ones
- Potential Future Tax Benefits
- Impact After Your Lifetime
- This Gift Can Be Made Simply by Adding CM as a Beneficiary to Your Plan
Gift of Retirement Plan Distribution (Qualified Charitable Distribution)
- Reduce Potential Income Tax Burden by Directing a Qualified Charitable Distribution to CM
- Immediate Impact
- This Gift Can Be Made Simply by Directing Your Plan to Make a Qualified Charitable Distribution to CM
Gift of Retained Life Estate
- Gift Part or All of a Residence to CM and Continue to Enjoy and Use the Property
- Potential Income Tax Benefits
- Potential Future Tax Benefits
Gift From a Donor Advised Fund
- Recommend CM for a Grant From Your Donor Advised Fund
- Immediate Impact for CM
- Consider Designating CM to Receive Any Funds Remaining in Your DAF After Your Life to Ensure Your Hard-Earned Assets Support a Cause You Care About
Click here for DAF Direct, a seamless grant recommendation platform.

You have worked hard to create your legacy.

Please contact Stephanie Truesdell Director of Institutional Advancement at 617-469-8036 to explore how your legacy can support CM's future.

The above is intended to offer general information for educational purposes. Seek the advice of a qualified professional to discuss your specific situation.

Become a Man of Action at Catholic Memorial

CM prepares students for the rigors of college and beyond. While here, boys embark on service-learning opportunities, leadership development, and character formation programs inspiring them to become confident, courageous young men motivated to do good in the world.

Catholic Memorial, the Christian Brothers School of Boston, prepares boys for college, manhood and a world full of unknown challenges, ambiguity and complex problems and the importance of relationships.