Planned Giving

Bequests
Bequests are gifts left through a will. Making a bequest via a will is quite simple. Charitable gifts made by bequests are not taxed as part of the estate. Brimmer and May suggests the following language to incorporate a bequest into a will. “I give (describe type of bequest here) to the Brimmer and May School, 69 Middlesex Road, Chestnut Hill, MA 02467.”

Sometimes called planned or tax deferred gifts, these giving options offer a way to make a significant gift to Brimmer and May and at the same time provide for family and loved ones’ futures. Often donors are able to increase their current income as well as to plan for a future gift to Brimmer and May.

Receive Income For Life- Charitable Gift Annuity
In a charitable gift annuity, Brimmer and May agrees to pay one or two people, chosen by the donor, a fixed sum of money each year for life in exchange for a gift of cash, securities, or other assets. The older these people are at the time of the gift, the greater the amount of annual income. A portion of each payment is tax–free, and the donor receives a charitable deduction. The Development Office will be glad to provide specific calculations that are based on one’s personal interests and financial situation.
Instructions for Donating Appreciated Securities:
 
The School has an established account at Wells Fargo Advisors.
 
Before you make a donation please send the following information to:
Brimmer and May School 69 Middlesex Road, Chestnut Hill, MA 02467
  • Name of Stock
  • Number (#) of shares
  • Name of your broker
  • Allocation of gift
Please provide your broker with the following information:
  • DTC# 0141
John F. Adie
Wells Fargo Advisors LLC
75 Isham Road, Suite 310
West Hartford, CT  06107 
860-523-3060

QUESTIONS?

Elizabeth Smith
617-739-5289
esmith@brimmer.org 
BRIMMER
69 Middlesex Road
Chestnut Hill, MA  02467
617-566-7462