Your gift to Bishop Montgomery ensures the continued quality of education that has become the hallmark of one of the finest schools in the South Bay. Every gift, no matter the size, is significant to the students of Bishop Montgomery. By giving, you have the opportunity to contribute to our ongoing tradition of excellence. There are many opportunities to express your commitment to our future.
Bishop Montgomery is a 501(c)(3) non-profit organization. All gifts are tax-deductible.
Checks should be made payable to "Bishop Montgomery High School" and mailed to:
Bishop Montgomery High School
5430 Torrance Boulevard
Torrance, CA 90503
*You can use the remit envelope found in every issue of Veritas magazine.
Bishop Montgomery accepts gifts via credit card. These gifts can be made by calling the Development Office at 310-540-2021 ext. 246. BMHS accepts Visa, MasterCard, American Express, and Discover.
Secure Online Gift
Bishop Montgomery accepts gifts through our website. You can make a secure gift online by clicking the "Give Now" button on the home page at www.bmhs-la.org
Gifts of capital assets, such as technology, furniture, musical instruments, etc., can be given for Bishop Montgomery's immediate benefit, as well as your year-end tax advantage. Items must be either new or be in good, working condition. By law, Bishop Montgomery cannot provide the donor with the dollar value of an in-kind gift. Such valuations when applicable, need to be professionally assessed and certified. This is the responsibility of the donor.
Shop & Donate
eScrip: Support BMHS by registering with eScrip. Visit www.escrip.com
Amazon: You can support BMHS every time you shop at Amazon.com. Go to www.smile.amazon.com
and login with your Amazon account information. Type in "Bishop Montgomery High School" when prompted to select a charitable organization. On the next page, click "select" and you are ready to shop and support BMHS.
Many businesses and corporations match gifts of their employees, spouses, and retired employees. Your company's personnel office (or Human Resources office) will be happy to provide you with information about its matching gift program.
BMHS currently receives matching gifts from the following companies:
BP Fabric of America Fund
California Community Foundation
Mattel Children's Foundation
Union Bank of California
United Way Gifts
You may designate BMHS as the recipient of your gift by writing “BMHS Torrance, CA” on your United Way form.
Memorial and Honorary Gifts
Your memorial gift to Bishop Montgomery can help perpetuate the values that guided a loved one's life. Gifts may honor a person during his or her lifetime or commemorate a special event. Planned Giving Gifts provided through estate planning allow the school maximum flexibility in meeting changing needs and unanticipated opportunities. A gift of this kind also generates significant tax benefits for you.
IRA Owners 70 1/2 and Older
Using QCD's (Qualified Charitable Distributions), IRA owners who are age 70 1/2 and older can now directly transfer, tax-free, up to $100,000 to a qualified charity (one classified as a 501(c)(3)). Please note that this tax advantage is only available to IRAs and individuals who have reached RMD (Required Minimum Dsitribution) age (70 1/2). Any amount processed as a QCD counts toward your RMD requirement and reduces the taxable amount of your IRA distribution. This lowers both your adjusted gross income and taxable income, resulting in a lower overall tax liability. For questions or more information, it is suggested that you contact your financial/tax advisor.
Gifts of appreciated stocks or mutual fund shares provide an immediate benefit to Bishop Montgomery High School. For more information, call the Development Office at 310-540-2021 x246 or follow the guidelines below.
All gifts of stock that are donated to Bishop Montgomery are done so through the Archdiocese of Los Angeles.
To make a broker to broker transfer, your broker needs the following written instructions:
Archdiocesan Broker: D.A Davidson for Crowell Weeden
Account Number (FTAO): 82117250
(For the account of the Roman Catholic Archbishop of Los Angeles)
Archdiocesan DTC Number: 0361
Upon notice to your broker to request the transfer to the account of The Roman Catholic Archbishop of Los Angeles:
1. Please send written instructions to:
The Archdiocese of Los Angeles Finance Office, Attention Doreen Rodriguez, indicating you wish this donation be directed to Bishop Montgomery High School;
2. In the same letter, please identify yourself and provide your mailing address so that the Archdiocese may credit your donation properly;
3. Identify the number of shares transferred and the name/type of stock (i.e. 100 shares of ABC Corporation);
4. Please send a copy of this written notice to Bishop Montgomery High School.
You may send this written instruction to the Archdiocese of Los Angeles by one of the following methods:
Postal Mail: Archdiocese of Los Angeles - Finance Office
Attention: Doreen J. Rodriguez
3424 Wilshire Boulevard
Los Angeles, CA 90010
*click on the file above, right for printable instructions of above
Through planned giving, there are several ways you can provide a gift to Bishop Montgomery High School.
What to Give:
- Gifts of Stocks/Bonds (see information above)
- Gifts of Real Estate
- Gifts of Retirement Assets
- Gifts of Cash
- Gifts of Insurance
How to Give:
- Designate BMHS as the beneficiary of your asset by will, trust, or beneficiary designation form
- IRA Rollover
- Beneficiary Designation Gifts
- Charitable Gift Annuity
- Charitable Remainder Unitrust
- Charitable Remainder Annuity Trust
- Charitable Lead Trust
The Archdiocese of Los Angeles has provided a "Notification of Gift Intention" form for any planned gift (see below). Although it is not mandatory to complete, it does provide BMHS with an accurate record of your gift.
We encourage you to contact the Bishop Montgomery Development Office and your financial adviser/attorney regarding how you can make a planned gift to the school.
Have a question? Contact the Development Office at 310-540-2021 Ext. 246 or firstname.lastname@example.org.