There are many ways to give to Elevating Excellence: The Campaign for Bullis!
The success of Elevating Excellence depends on all of you. There are many different ways to give and by doing so, you are investing in opportunities to help prepare the next generation of leaders.
A Donor Advised Fund (DAF) allows you to make a charitable contribution and receive an immediate tax deduction. You can then recommend grants to Bullis School over time and invest the funds for tax-free growth.
If you have an existing DAF through Fidelity Charitable, Schwab Charitable, or BNY Mellon Charitable, you can designate your support to Bullis School directly using the DAF Direct form.
Note about “Designation” on the form: Please enter EEC for Elevating Excellence: The Campaign for Bullis. If left blank we will use the funds where it’s most needed.
Bullis TAX ID #: 52-0635080
Bequest | This is the simplest kind of planned gift—a provision in your will which names Bullis as a beneficiary and provides your estate with a charitable tax deduction for the total amount of the gift. |
---|---|
Charitable Gift Annuity | This is a contract between you and Bullis. Assets (cash, stocks, or real property) are transferred to the school and in return you receive an annuity payment for the remainder of your life. |
Charitable Remainder Trust | You transfer assets to a legally established trust which then pays you an annual income for life. At the transfer of your estate, the trust’s assets become a gift to the school. |
Charitable Lead Trust | You establish a trust that transfers assets to the school; the trust generates income for Bullis for a specified number of years. At the end of that time, the funds are returned to you or to your heirs. |
If you have questions or want to learn more about supporting the campaign, including opportunities for multi-year commitments and other options for support, please contact: