For Advisors

List of 6 items.

• Legal name, address and tax ID

  Catholic Memorial School Foundation
  235 Baker Street 
  West Roxbury, MA 02132
  Tax ID 38-3957495

• If you are an executor, trustee, or personal representative of an estate, please contact

  Stephanie Truesdell, Director of Institutional Advancement
  Phone: 617-469-8036
  Email: stephanietruesdell@catholicmemorial.org 
  
  

  U.S. Mail/FedEx/UPS:
  Catholic Memorial School Foundation
  235 Baker Street 
  West Roxbury, MA 02132

• Stock Transfer Form

  Click here for instructions.

• Wire Instructions

  Please contact Stephanie Truesdell, Director of Institutional Advancement for wire instructions by phone at 617-469-8036 or email stephanietruesdell@catholicmemorial.org.

• Documentation

  To request a copy of the Foundation’s W9 or other documentation, please contact Stephanie Truesdell, Director of Institutional by phone at 617-469-8036 or email stephanietruesdell@catholicmemorial.org.

• Sample Bequest Language

  Unrestricted gift
  I give and bequeath to the Catholic Memorial School Foundation of West Roxbury, Massachusetts, the sum of $___ (or, ___% of my residuary estate), for such purposes as the Trustees of the Catholic Memorial School Foundation shall determine to be in the best interests of the school.
  
  Restricted gift
  I give and bequeath to the Catholic Memorial School Foundation of West Roxbury, Massachusetts, the sum of $___ (or, ___% of my residuary estate), to be used for [state the specific purpose or fund].