PlannedGivingBuilding a Legacy

Legacy Giving | Pass the Torch — De Manu in Manum

Over my four decades on the faculty, I have witnessed thousands of young lives being

transformed here at Brentwood, one in five of whom needed financial assistance. In order to

keep this experience accessible to a broad range of worthy students, it is vital that we continue to

strengthen our endowment.

For this reason, I encourage you to consider including a legacy gift to Brentwood after seeing to

the needs of loved ones. Through a charitable bequest in your will, you can help Brentwood keep

its doors open to students whose families do not have the means to cover the full cost of tuition,

or support the programme you care about most.

A planned gift will have little or no immediate financial impact on you, yet it may result in the

largest, most meaningful lasting gift you ever make. Please join me in making a planned gift

which, in time, will help make the Brentwood experience possible for students requiring financial assistance. We invite

you to leave the legacy of a Brentwood education in perpetuity.

John Allpress Deputy Head & Planned Giving Donor

An education affects eternity; one can never tell where its influence stops.

“Two years ago, I never could have seen myself in this position. My life was completely transformed by the opportunity to attend Brentwood. I advanced from a novice rower to a Junior National Team hopeful. I arrived as a subpar student with no motivation for academics but have become a dedicated worker, doing everything I can to try and improve in my studies. None of the success I’ve experienced would have been possible without the bursary I received.”

—Tom Griffith (Class of 2014)

“I have made a provision for Brentwood in my will and urge other Old Brentonians to do likewise. I received such a great start in life at Brentwood and am pleased that my planned gift will be a part of providing similar opportunities

for students in the future. Collectively we can have a great influence. De Manu in Manum.”

—Hon. Alastair W. Gillespie, P.C. O.C. (Class of 1941)

“I wholeheartedly attribute my success to Brentwood’s nurturing environment. The progression I made academically, athletically and socially was all due to Brentwood. My family and I cannot show enough appreciation for the assistance that made this life-changing opportunity possible.”

—Emily Hindson (Class of 2012)

“Year by year, as Catherine and I watch each Closing Ceremonies come and go, the graduates depart with the abundant legacies of school life that will enrich their futures in ways that will have not yet dawned on their imaginations . I am proud to support the school I love! I wish I could do more but I have done so in my will.”

—Pip Holmes (Class of 1941); written in 2003A bequest from Pip and Catherine Holmes established a bursary fund in their names

DID YOU KNOW?Charitable bequests

may reduce the amount

of tax your estate is

required to pay so that

the total amount allocated

to your beneficiaries is

unaffected.

“I honestly can’t imagine what I would have been like without Brentwood. I grew and learned and became involved with sport. In my boarding house, I made brothers that will last me a lifetime; I made friends with incredible teachers and coaches. I graduated with honours as an Advanced Placement National Scholar, along with dozens of other members of my class, and I was accepted into my first choice of university. I am and always will be grateful to the Holmes family for making it possible for me to have these experiences. I know that one day I too will pay it forward.”

—Jonathan Bell-Etkin (Class of 2012)

“I support Brentwood’s planned giving efforts because I believe in our school’s ability to produce leaders of tomorrow who will influence positive changes in the world.”

—Grant Weaver (Class of 1965)

“With help from people in the Brentwood community, I was able to attend this wonderful school and I took full advantage of everything it has to offer. Although I was heavily involved in drama, rugby and field hockey, academics were (and are) my main focus. I am studying Environmental Engineering, so I can use my skills and knowledge to make an impact on the world. I want to be the person to begin change by taking small steps towards creating a better world.”

—Carolina Mahecha (Class of 2014)

“As Annual Giving donors for many years, we have seen first-hand the impact a Brentwood education has on its students. Naming Brentwood in our will has given us a deep satisfaction knowing our estate will continue to impact these

promising young people. We can think of nothing more meaningful than leaving a legacy gift which will open doors for deserving students well into the future.”

—Deirdre and Atholl Cropper

“I couldn’t fully appreciate everything Brentwood had to offer until I went into the real world and realized how well it prepared me. The beauty of the tripartite program is that it encouraged us to explore interests that may have otherwise been outside of our comfort zone. For some of us those very interests became our passions with the guidance of our many mentors. With caring houseparents, teachers, coaches, and staff, it was impossible to ever feel alone. And so it happens. Your time at Brentwood goes by in a flash, and you come away from it with lifelong friends, great memories, a brilliant résumé, and an ability to thrive on your own. I am so grateful for the bursary which made my Brentwood career possible.”

—Andjela Stojkovic (Class of 2013)

DID YOU KNOW?Creating a Charitable

Remainder Trust allows

you to continue enjoying

your property now

while making a gift to

Brentwood which provides

immediate tax savings.

Ways of GivingBequests

Perhaps the simplest and most effective way to make a planned gift is by naming Brentwood in your will, which can be:• A specific dollar amount• A percentage of the balance remaining in your estate after taxes and specific bequests have been paid• A specific asset such as property or art• A gift of publicly traded securities resulting in favourable capital gains treatment• A named beneficiary on your RRSP or life insurance• A gift of flow through shares

Charitable Remainder TrustsA CRT allows you to benefit from tax savings now, or to continue to receive income generated by these assets. A Charitable Remainder Trust can be settled with real estate, art, cash or securities.

Life InsuranceLife insurance is an affordable way to make a significant charitable contribution. Furthermore, by establishing a life insurance policy naming Brentwood as owner, you can benefit from immediate tax deductions on your monthly premiums.

Do you have life insurance that is paid up or maturing in the future and is now surplus to your family’s needs? You may transfer ownership of that policy, or a percentage of its proceeds, to Brentwood. This will have future or immediate tax advantages, depending on your personal circumstances.

Charitable Gift AnnuitiesThe donor of a lump sum to Brentwood receives fixed, guaranteed payments for life, a large portion of which is tax-free. The guaranteed annuity payment will become income for the life of the donor and, in addition, the donor receives a tax receipt for a portion of the donation.

— E S T . 1 9 2 3 —

To discuss these Planned Giving options, or membership in the De Manu in Manum Society, please contact John Allpress in the Advancement Office at Brentwood College School at 250 743.5521, ext. 149 or by email at john.allpress@brentwood.bc.ca

THIS MATERIAL IS OF A GENERAL CHARACTER AND FOR INFORMATION PURPOSES ONLY. FOR ADVICE OR ASSISTANCE IN SPECIFIC CASES, WE RECOMMEND YOU ENGAGE THE SERVICES OF A LAWYER OR OTHER PROFESSIONAL ADVISOR.