"Meeting students and seeing their progress is
something I really enjoy. Hearing those stories, I know I've
made a difference in their lives."
Mr. Ron Krizek
Smeeth Society Charter Member
Estate planning is a process of planning for efficient handling
of the estate in the event of death. Estate planning includes
administration, disposition, and distribution of individual's
property and assets.Perhaps you've already made some estate
planning decisions and even have some of the pieces of your estate
plan in place. But are they working together to reflect your
personal values? Do you have a plan to pass on more than just
your wealth, but your principles and beliefs? A planned gift
to Brookfield Academy will help ensure that the principles on which
the Academy was founded, and the mission that lives on today, will
be carried on for generations to come.
Leave your legacy by making a gift in your will to Brookfield
Academy. A bequest is one of the simplest ways to remember
those you care about most. The following are special
considerations when you plan a charitable bequest to help support
This is a gift for our general purposes, to be used at the
discretion of our governing board. A gift like this, without
conditions attached, is frequently the most useful, as it allows us
to determine the wisest and most pressing need for the funds at the
time of receipt.
This type of gift allows you to specify how the funds are to be
used. Perhaps you have a special purpose or project in
mind. If so, it's best to consult BA when you make your will
to be certain your intent can be carried out.
This is a gift given "in honor of" or "in memory of" someone. We
are pleased to honor your request and have many ways to grant
"Having six grandchildren
attend BA and having been part of the school for more than 20
years, we believe Brookfield Academy is as worthy an institution as
we have found to receive this benefit."
John and Carol Mitchell
Smeeth Society Members
This bequest allows you to restrict the principal of your gift,
requiring us to hold the funds permanently and use only the
investment income they generate. Creating an endowment in this
manner means that your gift can continue giving indefinitely.
One of your valued possessions, your home, can become a valued
gift to us even while you are still living in it and even if you
want your spouse or other survivor to live there for life.
This arrangement is called a retained life estate.
"A few years ago we began the process of updating
our estate plan. Julie and I agreed that we wanted to be
involved not just today, but for the future."
Tim '79 and Julie O'Malley
Alum and Alumni Parents
Smeeth Society Charter Members
If your goal is to provide an inheritance for your children, but
you would also like to make a significant charitable gift through
your estate, find out how a charitable lead trust can help you
satisfy both objectives. A charitable lead trust that can
provide a significant charitable gift through your estate and
provide an inheritance to your children.
What are your plans for the future? While there is no single way
to achieve all of your personal and financial goals, there is one
strategy that can meet many of your needs. It is called a
charitable remainder trust. In the right circumstances, this
plan can increase your income, reduce your taxes, unlock
appreciated investments, rid you of investment worries and
ultimately provide very important support.
Perhaps you would like to make a sizable contribution to us now
to help with current needs, but you don't want to reduce the estate
you will pass to family. Purchasing life insurance might be
By including BA in your estate plan, you become a member of The
Smeeth Society. Founded in 2003, the Smeeth Society is named
in honor of Bill Smeeth, a founder and first headmaster of
Brookfield Academy. The Smeeth Society recognizes those
individuals dedicated to keeping the lamp of learning brilliantly
lit even after they are gone.
"We certainly had an
imagination of success and knew BA was going to be a different
place. What we've got now is impressive."
Mr. Burleigh Jacobs
Alumni Parent, Grandparent and Great
Smeeth Society Charter Member
If wealth protection and ensuring a bright future for Brookfield
Academy interest you, we suggest you seek professional
guidance in constructing a sound estate plan. For additional
information, contact Larry Pesch, Development Director, at
262-783-3200 or e-mail him at email@example.com.