Unrestricted Giving

Unrestricted gifts provide The Bolles School with the flexibility to respond to the School’s greatest and most immediate needs. These contributions support the areas that most directly impact students and faculty each day.

Examples of Unrestricted Annual Giving

• Faculty professional development
• Student field trip experiences
• Post season travel (athletic and academic)
• Lower School supplies and tablets
• Fine arts productions and visiting artists
• Unexpected budgetary expenses

Restricted Giving

Restricted gifts allow donors to direct their philanthropy toward a specific area, program or purpose that is meaningful to them. 

Areas Donors May Choose to Support

• Academics
• Arts
• Athletics Programs 

Restricted Annual Giving donations are intended to be utilized within the fiscal year in which they are received unless otherwise outlined in a formal gift agreement.

• Friend of the Tower — $50,000-$99,999 Cumulative Giving
• Bulldog Society — $25,000- $49,999 Cumulative Giving
• Program Partners — up to $24,999- celebrating donors who have made gifts up to $24,999 for program support during the fiscal year

Culture of Philanthropy

• President’s Circle — $1,000,000+ Cumulative Giving
• Visionary Circle — $500,000–$999,999 Cumulative Giving
• Leadership Circle — $100,000–$499,999 Cumulative Giving
• Sustainers Circle—those who have established an Endowment or have a signed documented bequest

A. How to Transfer Securities Held by your Broker or Financial Institution

Ask your broker or financial institution to transfer securities from your account to The Bolles School’s brokerage account at Merrill Lynch. To ensure that you gift is properly credited, please instruct your broker to include your name with the transfer.

B. How to Give Securities in Certificate Form

If you hold physical stock certificates, follow the steps below:                                                                                               

1. Mail the unendorsed stock certificate (s) to:
Jeff Role
The Bolles Finance Center
7400 San Jose Blvd.
Jacksonville, FL 32217

OR

Mail the unendorsed stock certificate(s) directly to:
Mr. Doug Tutwiler ’05
Merrill Lynch
50 North Laura Street, Ste. 3700
Jacksonville, FL 32202
**Please include a note stating that the securities are a gift to The Bolles School and include your name

2. Mail the stock power Separately. Obtain a stock power from your broker, financial institution, or The Bolles School. Sign the form and have your signature guaranteed by your broker or financial institution. Do not complete any other portion of the form.

3. Complete a Code 116 Form, if required. If the stock certificate is registered in the donor’s name, a Code 116 Form must also be completed. The form must be signed by the Donor, and the donor’s signature must be notarized. Code 116 Forms are available from The Bolles School or Merrill Lynch.

If you have any questions, please contact Jeff Role, CFO at 904-256-5068 or rolej@bolles.org