The Bolles Fund

Join Us! Please give during the 100 Days of The Bolles Fund — Sept. 1 – Dec. 10.

The Bolles School is a 501c3 non-profit and The Bolles Fund is our annual giving campaign that makes our school's needs and wants a reality, providing the funds beyond tuition to make enhancements on all four campuses.

Your support embraces our global community, offers us the ability to purchase new equipment and supplies within the arts, academics, athletics and activities and provides for professional development opportunities for our faculty and staff - improving teaching and learning at Bolles.

The Bolles Fund Fast Facts:

Supports student life and co-curricular activities & programs
Supports teachers, coaches & staff
Supports technology to enhance teaching & learning
Supports daily services & operational needs above tuition
Supports enhancements to buildings and security
Strengthens our financial foundation

Agnes Cain Painter & Glynlea Society

As a tribute to the founder of The Bolles School, the Agnes Cain Painter Society was established by the Board of Trustees in 1980 to honor donors whose leadership gifts provided the resources to further the aims of Mrs. Painter and her vision of establishing Bolles as the finest college preparatory school in the South. In 1992, the Society was renamed the Agnes Cain Painter & Glynlea Society in recognition of the new members from Bartram School. Glynlea was the original name of Bartram when it was founded in 1934. Today the Society includes all friends who support the School with contributions of $2,500 or more annually.

Agnes Cain Painter & Glynlea Society Giving Levels

Standard-Bearers $50,000 or more
Visionaries $25,000 - $49,999
Innovators $10,000 - $24,999
Pacesetters $5,000 - $9,999
Leaders $2,500 - $4,999

Founders Society

The Heritage Society

The Heritage Society was established in 1992 to honor those individuals who have provided an estate gift or other planned gift for either the San Jose, Whitehurst, Bartram or Ponte Vedra Beach Campuses. This giving society exemplifies the importance of will provisions and other planned gifts for The Bolles School and expresses the School’s grateful appreciation to individuals who make a planned gift in support of our mission.

Below are brief descriptions of some of the most popular gift options.

Bequests

The Bolles School has been the recipient of bequests, both large and small, from alumni, parents, grandparents and friends over the years. Bequests often come in the form of specified amounts of cash or other property, a percentage of the overall estate, or all or a portion of the residue ("what's left" after specific bequests have been fulfilled) and may be made by adding a codicil to an existing will. You may use a will in combination with, or to create, the gift options described below. Living trusts may also be used in this manner.

Gifts of Life Insurance

Gifts of life insurance are another popular year-end charitable gift. The Bolles School should be named as owner and beneficiary of the policy to receive the charitable deduction. If the policy has a cash value, the donor may take approximately this amount as a charitable deduction. If annual premiums are still due and you continue to pay them, the premiums are tax deductible each year.

Life Estate Agreement

Under a life estate agreement, you may transfer title to a residence or a farm to The Bolles School and retain the right to live there and use the real estate for life. You are entitled to any income it produces and are responsible for upkeep. A tax deduction is available in the year of the gift. At your death, the institution receives the property to use as needed or as you directed.

Gifts of Long Term Appreciated Property

When stocks, bonds, real estate, and other appreciated assets are sold, tax is due on any capital gain. One of the only ways to avoid or delay the capital gains tax is to make a charitable gift of the property. When you give appreciated property that has been held long-term, you may take a deduction based on the current value of the property rather than just its cost. The combined benefits of bypassing tax on the capital gain, receiving an income tax deduction, and making a charitable gift can be gratifying.

Increasing Your Retirement Income

Many of the plans described here can be a welcome addition to your retirement plans. If you have property that has increased in value but yields little income, using it to fund a charitable gift plan can help your assets do "double duty." The life income you receive from the gift plan will be based on the full value of your property, not just what would be left after you paid tax on the gain. You will also enjoy tax savings from the deduction you receive when you create the plan. This amount can be invested for greater income. Many middle and upper income persons can increase their income from investment assets by 50% or more, while receiving the satisfaction of making a very meaningful gift in the process.

Advice from legal counsel should be sought when considering planned gifts. State laws govern wills, trusts, and charitable gifts made in a contractual agreement.

Periodically we receive bequests from individuals who have not let us know of their plans. Membership in The Heritage Society is the way we recognize this most significant commitment. If you are contemplating or have already made provisions for The Bolles School in your will, please let us know so we can include you in The Heritage Society. Of course, if you request anonymity, we will certainly honor your wishes.

To discuss a gift to The Heritage Society, you may reach:

Carol Nimitz at (904) 256-5020 or via email
KC Cassell via email

Gifts of Securities

A. How to give securities held by your broker or banker:
Have your broker transfer the stock from your account to the School’s at Merrill Lynch, in care of
Mr. Willis M. Ball III
50 North Laura Street, Suite 3700
Jacksonville, FL 32202
Phone 904-634-6062
Fax 904-425-2183.
Our account # is 742-04A93 and DTC # is 8862.

Advise Carole Nimitz in the Advancement Office that you are transferring stock to the School's account.

Telephone: (904) 256-5020
Email
Fax: (904) 733-0606

B. How to give securities that are in your possession:
Mail unendorsed certificates to:
Jeff Role
The Bolles School Finance Center
7400 San Jose Boulevard
Jacksonville, FL 32217

Or directly to Mr. Willis M. Ball III at the above address with a note that the certificates are a gift to The Bolles School from you.

Under separate cover, mail a stock power readily obtained from your broker, banker or the School. Sign the power and have your broker or banker guarantee the signature. Do not fill in anything else.

If the certificates are in the name of the donor, a code 116 form must be signed by the donor and the donor’s signature must be notarized. These forms are available from the School or Merrill Lynch.

If you have any questions, please call Jeff Role at (904) 256-5068.

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