Planned Giving

List of 11 items.

• Bequests

  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 our mission.

• Unrestricted Bequests

  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.

• Restricted Bequests

  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.

• Honorary or Memorial Bequest

  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 appropriate recognition.

• Endowed Bequest

  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.

• Retained Life Estate

  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.

• Charitable Lead Trust

  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.

• Charitable Remainder Trust

  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.

• Wealth Replacement Trust

  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 the answer.

• The Smeeth Society

  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.
  
  William Beye Smeeth Society Members:
  

  Brad and Nicole Bayerlein
  Mrs. Walter S. Davis
  W. Stewart and Sandra M. Davis
  Janet and Burleigh Jacobs
  Dr. Nyle and Darlene Kardatzke
  Richard and Sharon Koenings
  Ronald and Marjorie Krizek
  R. Scott Krizek
  William L. Law Foundation, Inc.
  John O. and Carol Mitchell
  Tim and Julie O’Malley
  Dr. Arch and Mrs. Judy Pequet
  Larry and Pat Schlick
  Bob and Karen Solsrud
  Matthew and Amy Strong
  C. Merrill and Mary York

• Learn More

  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.