Making a Gift to Roxbury Latin
All of us are glad to be associated with something truly excellent, truly noble, and associated in a way that can make a difference. Without your generous support, we could not assemble such a demographically representative student body, nor would we be in a position to compensate our faculty honorably. We rely on our generous benefactors to help us cover the gap between the annual cost of tuition and the true cost of educating an RL boy—a gap of more than $26,700.
We offer many convenient ways for you to make a gift to The Roxbury Latin School:
To make a gift by credit card, please use our secure online form. Visa, Mastercard, American Express, and Discover are all accepted.
Checks payable to The Roxbury Latin School may be mailed to:
The Roxbury Latin School
Attn: Development Office
101 St. Theresa Ave.
West Roxbury, MA, 02132
The Development Office would be happy to help you with making a gift over the phone using a Visa, Mastercard, American Express. or Discover Card. Please call Tobey O’Brien, Director of Development, at 617.477.6312.
To make a donation to the school via wire transfer, please use the following information:
Long-term, appreciated securities used as a gift offer significant tax benefits to the donor. In addition to exemption from federal capital gains tax, securities owned for more than one year provide the donor with a charitable income tax deduction for federal income tax purposes equal to the securities’ market value (on the date of their receipt by the school) for up to 30 percent of the donor’s adjusted gross income.
The easiest method of donating stock is through the electronic transfer system. Here you will find instructions for making a stock gift.
Donor Advised Funds
Making a gift through your Donor Advised Fund (DAF) is easy. Simply contact your sponsoring financial or community institution and recommend that a grant be made to The Roxbury Latin School.
What is a Donor Advised Fund?
A Donor Advised Fund (DAF) is a named charitable giving account you can set up under a public charity, most often a sponsoring financial or community institution. To set up a DAF, you make an irrevocable gift of cash or other assets to the financial or community institution, receive a full tax deduction at the time of your gift, and may then make non-binding grant recommendations to benefit qualifying organizations, such as Roxbury Latin.
Gifts made through a DAF are recognized under the donor’s name in our Annual Report and donor listings. Because a full tax deduction is received at the time of establishing the DAF, donors do not receive an additional tax benefit.
If you are 70½ years old or older, you can take advantage of a simple way to give to Roxbury Latin and receive tax benefits in return. You can give any amount up to $100,000 per year from your IRA directly to a qualified charity without having to pay income taxes on the money. This gift option is commonly called the IRA charitable rollover, but it is also referred to as a qualified charitable distribution (QCD). You pay no income taxes on the gift. The transfer generates neither taxable income nor a tax deduction, so you benefit even if you do not itemize your deductions.
Note: While the new SECURE Act has raised the age to 72 for Required Minimum Distributions, donors may still make QCD gifts after they turn 70½.
Many employers sponsor matching gift programs and will match any charitable contributions made by their employees. You can find out whether your company offers a matching gift program by visiting this site and entering your employer’s name. If your company offers a matching gift, please fill out the company form and send it to:
Mrs. Tobey C. O’Brien
Director of Development
The Roxbury Latin School
101 Saint Theresa Avenue
West Roxbury, MA 02132
The Thomas Bell Society
“A Lasting Impact”
The Thomas Bell Society honors those members of our community who have made a planned gift to Roxbury Latin and have indicated to the school they have done so. Planned Gifts provide flexibility and possibility for those donors who are eager to support the ongoing legacy of a Roxbury Latin education in creative and meaningful ways. Contrary to popular belief, planned gifts don’t stem from wealth. They grow from a true desire to make Roxbury Latin an extraordinary place for boys and their learning.
Where to start? To learn more about gifts that cost you nothing during your lifetime, that preserve your assets, or that can even provide income for you and your loved ones, we invite you to contact Dave Cataruzolo at 617.325.4314 or firstname.lastname@example.org. We will be glad to discuss options that will allow your gift to meet your needs and philanthropic goals.
Leadership Giving Levels
John Eliot Society: $100,000 and above
F. Washington Jarvis Society: $50,000 – $99,999
Albert H. Gordon Society: $25,000 – $49,999
Joseph Warren Society: $15,000 – $24,999
William Coe Collar Society: $10,000 – $14,999
Clarence W. Gleason Society: $5,000 – $9,999
Governor Thomas Dudley Society: $3,000 – $4,999
1645 Club: $1,645 – $2,999
Young Alumni Gift Club:
1-5 years out: $300+
6-10 years out: $500+
11-15 years out: $1000+