For Advisors

Information for Advisors

If you are working with a professional advisor, or advising a donor, we are happy to provide detailed information. Please contact us—we're here to help.

List of 6 items.

Legal name, address and tax ID

Catholic Memorial School Foundation
235 Baker Street
West Roxbury, MA 02132
Tax ID 38-3957495
If you are an executor, trustee, or personal representative of an estate, please contact

Joe Bradley, Vice President of Institutional Advancement
Phone: (617) 469-8000
Email: josephbradley@catholicmemorial.org

U.S. Mail/FedEx/UPS:
Catholic Memorial School Foundation
235 Baker Street
West Roxbury, MA 02132
Stock Transfer Form

Click here for instructions.
Wire Instructions

Please contact Joe Bradley, Vice President of Institutional Advancement for wire instructions by phone at (617) 469-8000 or email josephbradley@catholicmemorial.org.
Documentation

To request a copy of the Foundation’s W9 or other documentation, please contact Joe Bradley, Vice President of Institutional Advancement, by phone at 617-469-8000 or email josephbradley@catholicmemorial.org.
Sample Bequest Language

Unrestricted gift
I give and bequeath to the Catholic Memorial School Foundation of West Roxbury, Massachusetts, the sum of $___ (or, ___% of my residuary estate), for such purposes as the Trustees of the Catholic Memorial School Foundation shall determine to be in the best interests of the school.

Restricted gift
I give and bequeath to the Catholic Memorial School Foundation of West Roxbury, Massachusetts, the sum of $___ (or, ___% of my residuary estate), to be used for [state the specific purpose or fund].

To ensure gifts can be used in accordance with donor wishes, we welcome pre-planning conversations.

Become a Man of Action at Catholic Memorial

CM prepares students for the rigors of college and beyond. While here, boys embark on service-learning opportunities, leadership development, and character formation programs inspiring them to become confident, courageous young men motivated to do good in the world.

Catholic Memorial, the Christian Brothers School of Boston, prepares boys for college, manhood and a world full of unknown challenges, ambiguity and complex problems and the importance of relationships.