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Gift & Estate Planning

Burroughs Students Say ‘Thank You’

“At Burroughs, I have been able to do so much and learn so much! For instance, I never had any artistic ability before JBS, but now I take fine arts classes every year, have learned to love them and have seen my ability grow tremendously. I also started lacrosse at Burroughs, which I never played before in my life. Now I have teammates that I adore and a skill I did not have before. Even before Burroughs, I loved literature and writing. I must confess, I had a little ego about my writing abilities, but here I realized that I had so much more to learn and plenty of room to grow as a writer. I have devoted, passionate teachers to thank for that. The teachers here never cease to amaze me. I have made some very close bonds with several teachers—it’s not just a job for them. They truly care about us as individuals, this place and their subjects. Never have I been in such an accepting and close environment. The teachers and their advice, their anecdotes and their general wisdom have been a godsend for a girl like me who entered new territory at Burroughs.”
Scholarship recipient, Class of 2018

 

“JBS has taught me to be hardworking and to be my best self in everything I do. For example, it can be conditioning as hard as I can every single practice so that I’m ready for my third opponent in overtime at a wrestling meet. Or it could be doing the homework not just to completion, but to understanding nearly every night so that during finals, I’m not overwhelmed by all the material. Learning to rise to the occasion and be my best self not just when I’m at 100 percent but when I’m at my weakest is a priceless lesson. Thank you for funding my wonderful education at a school that surrounds me with values, opportunities and greatness.”
Scholarship recipient, Class of 2019

 

“I am very appreciative of my scholarship. It has allowed me to excel at chemistry, algebra, baseball, violin, basketball, physics and more. Burroughs has given me the encouragement to improve, and has introduced me to many new ideas and opportunities. This is a great community and culture and I am proud to be a part of it.”
Scholarship recipient, Class of 2020

 

“By attending Burroughs, I am able to pursue my many interests, including computer programming and science. Without you, I wouldn’t have an amazing school in which to pursue my interests. The scholarship means the world to me. It is the greatest gift I have ever received and I will treasure it forever. Thank you so much!”
Scholarship recipient, Class of 2021

 

“My intentions for my upcoming six years at Burroughs are to find out who I am and what I want to be. People at Burroughs encourage me to feel comfortable to be my sometimes weird, wacky and corny self. Burroughs is the best place to be for a kind and welcoming feeling every time you walk through the door.”
Scholarship recipient, Class of 2022

 

“I have loved my time here at JBS, and look forward to making the most of my last year and a half here. I cannot express my gratitude enough, as your generosity has given me countless amazing, diverse opportunities. I am fortunate to be a member of the Burroughs community for the rest of my life now, and this is possible because of you.”
Scholarship recipient, Class of 2018

 

“Senior year has been well worth the wait. I love sitting in the Commons and in the front of Haertter Hall, although it does feel strange to be one of the oldest students in school. Overall, I feel as if I’ve truly taken advantage of my last year. I’ve stepped out of my comfort zone and made a lot of new friends within my own class. I can’t thank you enough for your generosity!”
Scholarship recipient, Class of 2017

 

Your gifts can make a real difference for the students at Burroughs. If you want to be the reason our future students excel, please contact Ginger Imster at 314-993-4045 ext. 256 or gimster@jburroughs.org.

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A charitable bequest is one or two sentences in your will or living trust that leave to Burroughs 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 JBS 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 potential 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 may qualify for a federal income tax charitable deduction when you itemize. 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 JBS as a lump sum.

You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. 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 JBS 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 JBS where you agree to make a gift to JBS 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

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