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Planned Giving

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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  • 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. 

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  • Catholic Memorial

    Catholic Memorial

    235 Baker Street
    West Roxbury, MA 02132
    P. (617) 469-8000
    F. (617) 977-5689

About Us

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.

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