Planned Giving

 

For 57 years, the Christian Brothers have impacted the lives of thousands of students at Brother Rice High School. Their work has created lasting partnerships with faculty, parents, and benefactors, providing Catholic education benefitting generations past and those to come.

As we confront current challenges and prepare to serve future generations, we know that the generosity of our benefactors will continue to make a difference. That is why we invite your consideration of a planned gift to support the Christian Brother’s teaching mission at Brother rice High School.

Planned Giving creates a legacy that will extend your generosity into the future, confident that the values and assets you developed during your lifetime are passed on according to your wishes. With little or no current financial impact on you, this caring act may result in the largest and most lasting gift you ever make to the school. The lives that are touched at Brother Rice, and the potential they hold, can be your legacy.

Our benefactors and friends often express that they have invested so much in Brother Rice that they feel a further commitment to “see it through” with a planned gift in order to be sure the school and its Catholic education mission continues. However, an estate gift may also become the first and only gift to the school, acting upon the emotional impact of the Rice connection over a lifetime.

Any investment in Brother Rice becomes a long-term investment. Gifts flow directly to the young people served while they are students, and help form the faith-based, academic foundation that prepares our young men for a lifetime built upon their formative high school years, becoming scholars and alumni with a soul.

A properly planned estate or deferred gift to Brother Rice High School offers potential tax and other financial benefits for your estate and heirs. It is important that you consider how charitable gifts might impact your overall estate plan, so it is wise to consult your attorney and other professional financial advisors.

“Estate” is the legal term that describes all of your possessions and property. Estate planning can and should be as important as retirement planning. Anyone, at any age, can benefit from an estate plan. Your estate plan puts you in control of how your assets are ultimately distributed. Estate planning is ongoing as one considers taxing implications and charitable directions for gift planning. You may provide an unrestricted gift or direct your gift to a specific area of school life.

When you have completed your estate plan, and provided for a gift to Brother Rice, simply inform the Advancement Office in writing that Brother Rice has been included in your estate plans.

Documentation of your planned gift is very important and much appreciated. For example:

  • A copy of the pertinent provisions of your will or trust,
  • A copy of the life insurance policy which names the school as a beneficiary, or
  • A letter from your attorney stating that you have, indeed, included Brother Rice High School in your estate gift planning.

With such documentation, participants are enrolled in The Blessed Edmund Rice Society. Of course, you have the option to remain anonymous.

 

 

The Blessed Edmund Rice Society for Planned Giving was established to provide continuing support to the Christian Brother’s teaching mission of Brother Rice High School and invites the participation of alumni, parents, faculty, staff and friends.

The Blessed Edmund Rice Society for Planned Giving recognizes benefactors who have remembered Brother Rice High School in their wills and estate plans. The Christian Brothers and the entire Brother Rice Community gratefully acknowledge the generosity and vision of those who invest in the educational legacy of Brother Rice High School.

Brother Rice High School has produced this information to assist you in the consideration of an estate or planned gift. BRHS does not provide or purport to provide legal, tax or financial planning counsel. You are urged to consult and rely upon the opinion of qualified legal, tax and financial planning advisors before acting on any of the concepts described here.

Estate planning information provided to the school will be kept confidential to the extent the benefactor wishes, and enrollment in The Blessed Edmund Rice Society may be anonymous.

For further information about Planned Giving please contact the Chief Advancement Officer, Brian Dilworth, at 248-833-2012 or dilworth@brrice.edu