In each issue of Veritas Magazine, we highlight some of the amazing accomplishments, accolades, and milestones of students, alumni, faculty and parents. We have all experienced unprecedented, and at times, difficult days for over a year now, but we have remained strong and resilient and we continue to grow in our mission to provide an exceptional education to the young men and women of Bishop Montgomery.
We are all about community and it is evident in all that we do. The support we receive from our community – alumni, parents, grandparents, friends, faculty, staff and students – has helped Bishop Montgomery grow. That support has never been more evident than it is today. Over the last 18 months, we have been blessed to have many alumni join us on Zoom to speak to classes, teams, and clubs, participate in our AlumKnight Speaker Series, and give back in many other ways. Our current and alumni parents, grandparents, faculty, staff, and students have joined our alumni in giving back, whether it is with a monetary gift or volunteering their time. Your many gifts are why we are able to continue to move Bishop Montgomery forward.
Thank you for making a lasting impact on Bishop Montgomery and our students. Your many gifts ensure that this community will continue to thrive and continue to be a place for good. Bishop Montgomery is a community of which we can all be proud.
Andy Marafino P ’13, ’16, ’18
Director of Advancement
The Bishop Montgomery Fund is the school’s program for unrestricted giving. It is essential to insuring that our mission of offering valuable opportunities in which students can thrive is kept alive. The generous financial investment from alumni, parents, grandparents, friends, faculty, staff and foundations is vital in helping us provide the very best for our students.
The Bishop Montgomery Legacy Society
The Bishop Montgomery Legacy Society is composed of individuals and families who have included Bishop Montgomery High School in their estate plans or have named Bishop Montgomery High School as a beneficiary in a charitable gift arrangement.
If you have already named Bishop Montgomery as a beneficiary in your plans, we welcome you to the Bishop Montgomery Legacy Society. As a member of the society, you exemplify exceptional commitment to, and faith in, Bishop Montgomery that will have a direct impact on generations of future Bishop Montgomery students.
Ways to make a planned gift to Bishop Montgomery:
• Include a gift in your will or living trust.
• Name Bishop Montgomery as a beneficiary of a life insurance policy or retirement account (IRA, 401(k), etc.).
• Establish a charitable gift annuity.
• Name Bishop Montgomery as the beneficiary of a charitable remainder trust or charitable lead trust.
• Deed your home or property to Bishop Montgomery High School.
When making a planned gift to Bishop Montgomery, the school’s legal title is “The Roman Catholic Archbishop of Los Angeles, A Corporation Sole, for the Benefit of Bishop Montgomery High School.”
For more information, please contact:
Andy Marafino, BMHS Director of Advancement
310.540.2021 x246 / firstname.lastname@example.org
Karen Dunphy, Archdiocese of Los Angeles
213-637-7504 / email@example.com
WAYS TO MAKE A GIFT TO BMHS
Your gift to Bishop Montgomery ensures the continued quality of education that has become the hallmark of one of the finest schools in the South Bay. Every gift, no matter the size, is significant to the students of Bishop Montgomery. By giving, you have the opportunity to contribute to our ongoing tradition of excellence. There are many opportunities to express your commitment to our future.
Bishop Montgomery is a 501(c)(3) non-profit organization. All gifts are tax-deductible. Tax ID# 95-2005811.
Checks should be made payable to “Bishop Montgomery High School” and mailed to:
Bishop Montgomery High School
5430 Torrance Boulevard
Torrance, CA 90503
Secure Online Gift
Bishop Montgomery accepts gifts through our website. You can make a secure gift online by clicking the “Give Now” button on the home page at www.bmhs-la.org. Bishop Montgomery accepts Visa, MasterCard, American Express and Discover.
Amazon: You can support BMHS every time you shop at Amazon.com. Go to www.smile.amazon.com and login with your Amazon account information. Type in “Bishop Montgomery High School” when prompted to select a charitable organization. On the next page, click “select” and you are ready to shop and support BMHS.
Many businesses and corporations match gifts of their employees, spouses, and retired employees. Your company’s personnel office (or Human Resources office) will be happy to provide you with information about its matching gift program.
Memorial and Honorary Gifts
Your memorial gift to Bishop Montgomery can help perpetuate the values that guided a loved one’s life. Gifts may honor a person during his or her lifetime or commemorate a special event. Planned Giving Gifts provided through estate planning allow the school maximum flexibility in meeting changing needs and unanticipated opportunities. A gift of this kind also generates significant tax benefits for you.
IRA Owners 70 1/2 and Older
If you are 70 ½ or older, you can make a tax-free gift directly from your IRA account to BMHS. This law allows you to transfer money annually directly to a qualified charitable organization without paying income tax on the distribution. The transfer does not generate taxable income or a tax deduction, so you benefit even if you do not itemize your tax deductions. Your gift can satisfy all or part of your required minimum distribution (RMD). Please see the IRS website www.irs.gov for any changes in the laws.
Gifts of appreciated assets such as stock are an excellent way for you to make a charitable gift to Bishop Montgomery.
Stocks may be transferred directly to the Archdiocese for the benefit of Bishop Montgomery. These gifts will not affect your cash flow, and they provide the following tax benefits:
- A possible charitable deduction to help you save on taxes
- Bypass of federal and state capital gains taxes
- Avoidance of the tax on net investment income
From a tax perspective, a gift of appreciated assets makes good sense. You can make the capital gains taxes optional, achieve significant tax savings and support our programs.
Please contact Brooke Glazer at the Archdiocese of Los Angeles at 213-637-7381 or firstname.lastname@example.org.