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Gift & Estate Planning

Burroughs Stories

JBS Students Say 'Thank You'
Estate gifts to Burroughs make an education a real possibility for many students. Just this year, 131 students have received scholarships because of your support. Read what these scholarship recipients have to say about your gifts to JBS. More

A Lasting Thank You
When asked in 2001 how she felt about joining the JBS Class of 1932 her junior year, the late Margaret Chamberlain Hamilton said, "It was like Dorothy arriving in the Land of Oz. I loved the things I saw. I was scared. I didn't have any idea how I was going to make it." But Margaret ended up thriving at JBS, rising quickly through the ranks to become the "speaker of the class" at graduation. More

Leonard Furlow '48: Still Fleet of Foot
Dr. Leonard Furlow '48 has never been one to stand still for very long. A combination of circumstance and happenstance has led him to interesting places all over the globe. In sixth grade at Flynn Park Elementary School in 1942, he had expected to join the Burroughs Class of '48 as a seventh grader, but that changed when his father, a neurosurgeon, was called into service with the U.S. Navy Medical Corps and the family moved to California. More

True-Blue and Gold (pants)
To those who know him, the fact that John Minton '46 has remembered Burroughs in his estate planning will come as no surprise. John, who will celebrate his 70th reunion with classmates in 2016, is a loyal supporter of all things Burroughs. His true-blue and gold spirit was clearly revealed in his choice of apparel for the 2013 Athletic Center opening. More

A Can-Do Attitude
Glenn Johnson Sheffield '54 has been a positive force in the St. Louis community for many years, and in many ways. The former Mayor of Webster Groves serves countless hours on volunteer boards, is an involved and invested citizen, and supports the arts and education in the St. Louis area. Burroughs holds a special place among the lucky group of organizations she supports. Several years ago, Glenn informed the school she had included JBS in her estate plans. More

A Certain Symmetry
When Evey and John Schweig '76 decided to include Burroughs in their estate planning, it had everything to do with John's feelings toward the school and a little something to do with symmetry. "Burroughs is important to me," says John. "My friends from Chicago who are also in their fifties always seem a bit shocked that I'm still so connected to the people I went to high school with. I start describing it and they're like, 'Wow, I get it!' I think they're actually a little jealous!" More

Holekamp Family Chair in Athletics Honors Athletic Directors Past and Present
The $45 million Campaign for Burroughs has transformed 40 percent of the campus, including athletic facilities, performing arts spaces and student areas. The campaign has also strengthened the school's endowment. Kerry and Bill Holekamp '66 are longtime supporters of Burroughs. When they gave their most recent gift to the campaign, they were able to double their giving through a legacy gift-half as an outright gift and half through an insurance policy. More

Endowing the Arts at Burroughs
Our founders envisioned an environment where the arts would belong "not on the decorative fringes of education but close to the center of it." Gifts made during the past 50 years have ensured the legacy of this vision and strengthened it. Gifts honoring Kerry Kuehner '68, Joanna Collins '47, Frannie Martin and Arthur Bonsack '31 have provided funds to support the visual arts at Burroughs and grow the school's permanent art collection. More

Haertter, Weinrich, Arnold, Schandorff, Salomon and Keefer: Honoring (Some of) the Greats 1926-2013
Even though Burroughs has undergone a transformative $45 million building project that has dramatically changed the appearance of the campus, the focus remains on what happens inside the buildings. Great teachers and coaches have a lasting impact on their students. Several donors to the Campaign for Burroughs have recognized six of them. More

Remembering John Wesley, Haertter Hall's Caretaker
Haertter Hall was only two years old when John Wesley began taking care of it. A strong man with an even stronger character, John believed that any job worth having was worthy of one's best efforts. With Haertter Hall coming down later this spring, it is fitting to take time and pay tribute to the man who kept it sparkling. More

eBrochure Request Form

Please provide the following information to view the brochure.

A charitable bequest is one or two sentences in your will or living trust that leave to John Burroughs School a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

Bequest Language

The official legal bequest language for John Burroughs School is: "I give to John Burroughs School, a nonprofit educational institution located at 755 South Price Road, St. Louis, Missouri 63124 and incorporated under the laws of the State of Missouri, the sum of $_______ [or the following described property or a designated percentage of my estate], to be used for its general educational purposes."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to Burroughs or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate, or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the gift tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to Burroughs as a lump sum.

You fund this trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to Burroughs as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and Burroughs where you agree to make a gift to Burroughs and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

Personal Estate Planning Kit Request Form

Please provide the following information to view the materials for planning your estate.