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Planned Giving
Planned gifts are made by generous individuals who want to ensure the financial future of Bishop Kelly High School today and into the future. These gifts usually are made by means of a financial or estate plan, and often involve the use of gift instruments such as a bequest by will (see below), life income trusts, life insurance policies, gift annuities, a designation from a retirement plan, and other types of planned gifts.
- Any type of asset (cash, securities, personal property, or real estate) may be used for a planned gift, which may be modest or very substantial, designated for a particular purpose or unrestricted.
- Any person who has made a planned gift to the Bishop Kelly Foundation will be invited to become a member of the our Legacy Society, group of special friends who have made a bequest by will or another type of planned gift to benefit the school.
- If you are interested in making a planned gift to the Bishop Kelly Foundation, please contact Mark Jaszkowski at 208-947-1325 or mjaszkowski@bk.org. Your call implies no obligation to make a gift, and is completely confidential.
Bequests by Will
Everyone should have an up-to-date will drafted by a professional. This is the only way to ensure your final wishes for the distribution of your assets.
Leave a Legacy
Naming the Bishop Kelly Foundation as a beneficiary for a gift in your will is an easy way to leave a lasting legacy. Your gift can be for a fixed amount, a percentage of your estate, or the residue after gifts to loved ones.
Options and Benefits
You can also make your gift in honor of, or in tribute to, a special person. Moreover, you have the option of designating the department, program, or service of your choice to benefit from your contribution. A gift to the Foundation can also reduce the amount of your federal estate tax.
Suggested Language for Wills and Trusts
Please think about these options before meeting with your lawyer – The following language shows various alternatives depending upon the nature of the gift (residuary gift, cash bequests, etc.) and whether the gift is unrestricted or designated for a specific purpose.
In a will: “I will give …”
In a trust: “The Trustee shall distribute …”
Choose one or more of the following options:
_____ % of my estate
_____ the residue of my estate
_____ % of the residue of my estate
$____ (fixed-dollar gift)
_______________ (description; for example, real estate, securities, etc.)
Unrestricted
“ … to the Bishop Kelly Foundation, to be used at Bishop Kelly High School where the need is greatest, as determined by the Foundation’s Board of Directors.”
Designated
“ … to the Bishop Kelly Foundation, to be used to support (description of specific purpose, for example, a department, service or program) at Bishop Kelly High School, Boise, Idaho; provided, however, that if at some future time the Board of Directors of the Bishop Kelly Foundation determines that it has become impossible or impractical to effectively apply the gift made hereunder to the restricted purpose specified (e.g., because a specific department, service or program no longer exists or its operation has been substantially reduced or changed), then the gift made hereunder shall be used where the need is greatest at Bishop Kelly High School, as determined by the Foundation’s Board of Directors.”
Mailing Address:
Bishop Kelly Foundation
7009 Franklin Road
Boise, ID 83709
Tax ID number: 82-033-2399
If you have any questions or need assistance with specific language please call:
Mark Jaszkowski, Director of Development
Bishop Kelly High School
208-323-4789
Or
Rita Franklin, Executive Director
Bishop Kelly Foundation
208-323-4789
Recognition
Please let us know if you have named the Foundation as a beneficiary in your will so that we may properly thank you. We would be proud to list your name (unless you request anonymity) in our Legacy Society roster (we only list names, not amounts).
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- Construction continues on The Commons Project at BK.
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- Join us for morning mass! Tuesdays at 7:25 a.m. and Fridays at 8:25 a.m. in the Chapel.
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- Shot Put and Discus Coach needed for upcoming Track season.
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- PROM - April 28th at the Rose Room
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- Irish Fest Reservations Form 2012! Get your reservations before March 10th.
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- Office Hours, 7:30 a.m. - 4:00 p.m. The Main Office is now located in a portable behind the school cafeteria.
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Feb. 3 - 3rd Quarter Progress Reports posted to School Master
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Feb. 6 - Booster Club Meeting, 7:00 p.m.
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Feb. 9 - Idaho Shakespeare Festival Performance, 2:00 p.m., Carley Center
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Feb. 14 - Sophomore Retreat, 9 a.m. - 2 p.m., St. Mark's
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Feb. 15: NEW STUDENT INFORMATION NIGHT, 7:00 p.m., Carley Center
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Feb. 17 - Half-Day, 8:00 a.m. - 12:00 noon, Teacher In-service
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Feb. 19 - Booster Club Pancake Breakfast, 8:30 a.m. - 12:00 noon
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Feb. 20 - No School! President's Day!
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Feb. 22 - Ash Wednesday, Mass, 9:30 a.m., Carley Center
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Feb. 28 - Choir and Strings Music Concert, 7:00 p.m., The "Reg"
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