Support BC

Planned Giving

What Is Your Legacy?

We all want to be known as someone who truly made a difference- someone who left their mark and made a significant impact during their lifetime. Remembering Benedictine in your estate plans is a way to leave a lasting legacy which will ensure the future of BC for many generations to come.

Planned Giving

List of 4 items.

  • What is a Planned Gift

    Planned giving is also referred to as gift planning or legacy giving. It enables philanthropic individuals to make larger gifts to charitable organizations than they could make from ordinary income.

    Some planned gifts provide life-long income to donor. Other gift plans use estate and tax planning to provide for charity and heirs in ways that maximize the gift and/or minimize its impact on the donor’s estate.

    Thus, by definition, a planned gift is any major gift, made in lifetime or at death as part of a donor’s overall financial and/or estate planning. These include gifts of equity, life insurance, real estate, personal property, or cash.

    (source: plannedgiving.com)
  • Founding Members of The 1902 Heritage Society

    The 1902 Heritage Society recognizes those who have made a commitment to Benedictine through a planned gift.  The first one hundred members will be recognized as the Founding Members of The 1902 Heritage Society.

    To become a member, simply inform the Advancement Office by calling (912) 644-7016.

    Anonymous (4)
    Ms. Kiyoro Addison
    Mr. & Mrs. Donald G. Arpin
    Estate of Annie Mae D. Bankston
    Mr. & Mrs. Robert E. Blakewood '54
    Mr, & Mrs. Sheldon S. Brennan '88
    Estate of John '59 & Marilyn Brent
    Mrs. Bobbie J. Bridgers
    Mrs. Edward J. Brown III
    Mr. Thomas I. Brunson '62
    Mr. Ralph B. Burns '63
    Mr. Bobby Chu '69
    Mr. & Mrs. Robert A. Ciucevich '86
    Mr. John E. Ciucevich '60
    Mr. & Mrs. John M. Coleman, Sr. 86
    Mr. & Mrs. Leo Coleman '49
    Mr. & Mrs. Fretwell G. Crider '71
    Mr. William J. Curley
    Capt. Charles S. Daily Scholarship
    Mr. & Mrs. John H. Daniels '53
    Mr. & Mrs. Harry L. Darby
    Mr. & Mrs. Clayton Doherty '67
    Mr. & Mrs. Kevin P. Farmer '92
    Mr. & Mrs. John J. Forbes, Jr. '61
    Mr. & Mrs. Robert D. Fritts '79
    Mr. & Mrs. Richard M. Geriner, Jr. '86
    Mr. & Mrs. Thomas F. Hagan '75
    Mr. & Mrs. J. Harry Haslam, Jr. '69
    Mr. & Mrs. Jerry A. Helton
    Mr. & Mrs. John B. Hohenstein '69
    Mr. & Mrs. Jacob T. Horne
    Mrs. Linda Johnson
    Fr. Michael J. Kavanaugh '76
    Mr. James J. Kehoe, Jr. '50
    Mr. Estate of David O. Kelly '43
    Mr. & Mrs. Brennan R. Lemiuex '01
    Mr. & Mrs. Douglas A. Lewis
    Mr. Frank J. Lupo '41
    Mr. Joshua B. Mallard '97
    Mr. & Mrs. Gregory J. Markiton '92
    Mr. William G. McCabe
    Bishop Andrew J. McDonald
    Mr. & Mrs. Lawrence McDonald
    Estate of Orma McKeon
    Gen & Mrs. John N. McLaughlin '36
    Mr. & Mrs. Howard J. Morrison III
    Mrs. Page O. Mulherin
    COL Eugene "Cade" Murphy '41
    Mr. & Mrs. Walter B. Murphy III '71
    Mr. & Mrs. James E. Murrin '41
    Mr. & Mrs. J. Robert Myrick, Jr. '99
    CPT Jack L. Oglesbee USNR (RET) '47
    Mr. David F. Pappas '59
    Mr. & Mrs. William E. Phillips, Jr.
    Mr. John A. Pratt '48
    Mr. & Mrs. William D. Prescott '53
    Mr. & Mrs. Harry Price
    Mr. & Mrs. Henri Sievers
    Mr. Frank Puder
    Mr. & Mrs. Bruce Remler '52
    Dr. Frank A. Rizza '46
    LTC Nathan A. Roane, Jr. '38
    Mr. Jackson H. Robertson '82 
    Mr. & Mrs. Ralph M. Santiago '88
    Mr. A. Lloyd Saunders ’61 
    Mr. & Mrs. Hubert Schwalbe '90
    Mr. & Mrs. Mark T. Shawe '73
    Mr. & Mrs. William W. Shearouse, Jr. '66
    Mr. & Mrs. Harry L. Stevens '74
    Dr. Teresa & Mr. Daniel Swift
    Mr. Al Taber '59
    Mr. Bryan Tackett '98
    Mr. & Mrs. Harry L. Wallace '70
    Mr. & Mrs. Jerome Watson
    Mr. & Mrs. Brian C. Welch '78
    Mr. & Mrs. O.C. Welch III '73
    LTC & Mrs. Stephen B. Williams '62
    Estate of Mrs. La Rue H. Woods
    Mr. & Mrs. C. G. Zipperer, Jr.
  • Examples of Planned Gifts

    • Gifts that Cost Nothing
      Include Benedictine as a beneficiary in your
      • Will
      • Life insurance policy
      • IRA or 401(k) or 403(b)

    • Gifts that Produce Income
      These are gifts that can be arranged now using assets that will eventually pass to Benedictine but from which you can draw income during your lifetime. Such life income gifts include charitable gift annuities and charitable remainder trusts. 

      Life income gifts can be structured to substantially increase the income you are receiving from the assets while also providing you a significant current income tax deduction.

    • Gifts that will provide IMMEDIATE Tax Savings and benefit Benedictine NOW
      A direct distribution from your IRA to Benedictine is available now for those aged 72 or older. The Tax Relief Act of 2010 allows qualified individuals to make direct distributions from traditional or Roth IRAs without incurring any federal income tax on the amount withdrawn (up to $100,000). The distribution must be made directly from the IRA to Benedictine.
  • Contact Us

    For more information about how you can leave a legacy to BC, please contact: 
    Tim Nelson
    Director of Advancement
    (912) 644-7016
    tim.nelson@bcsav.net

Advisor's Corner

Benedictine Military School
Tax ID #58-0566132

Stock Transfer Information:
RAYMOND JAMES & ASSOCIATES INC
Megan Hussey Johnson
530 Stephenson Ave., Suite 100
Savannah, GA  31405
(912) 692-1040
DTC Number:  0725          
 
Sample Bequest Language
"I hereby give, devise, and bequeath to Benedictine Military School (Tax ID # 58-0566132), located in Savannah, GA, the sum of $                     or                percent of my (residuary) estate to be used for the benefit of the school."

For questions, please contact Tim Nelson at 912-644-7016 or tim.nelson@bcsav.net