Year-End Giving Tips


Remember, only gifts made by December 31st can help reduce the amount of taxes you owe next April.  Please keep the following in mind and consult your tax advisor for specific details. Thank you for your support and have a safe and happy holiday season!

General tips:
  • Make sure your gift is dated and postmarked no later than December 31, 2016. The date you deliver or mail your donation is generally recognized as the gift date for tax purposes.
  • Give online no later than 11:59 p.m. (PST) on December 31, 2016. We accept Visa, American Express, and MasterCard.
  • Please note the date on the actual check or money order is not recognized by the IRS as proof of your intent to give on a particular date. Gifts by check or money order may be:
                Mailed to:
                Office of Advancement
                Bellarmine Preparatory School
                2300 S. Washington
               Tacoma, WA 98405
                          -OR-
               Hand-delivered by December 30th to:
               Bellarmine Preparatory School
               Office of Advancement
               Orton Hall (front office of building)

  • Reduce your Taxes with an IRA Gift! Individuals who are 70 ½ or older may make a charitable gift of any amount, up to $100,000 to Bellarmine. Your gift also qualifies for your required minimum distribution, and you will not have to pay federal income tax on the amount given when it goes directly from your IRA to Bellarmine. This is a great, tax-wise way of making a gift or payment to the new Campus Center, our endowment or the Annual Fund. Please contact Al Hove in Bellarmine's Advancement Office at 253-879-9728 or your financial advisor to learn more.
  •  Gifts of stock: For instructions on how to transfer stock in the 2016 tax year, call the Office of Advancement at 253-761-3520, or you can contact your brokerage firm and sign an authorization for transfer of stock to Bellarmine’s Merrill Lynch account.

    Merrill Lynch Contact: Lisa Rohr, 253-597-8310
    Account name: Bellarmine Preparatory School
    Account No.: 32504055
    DTC: #5198