HOW TO GET INVOLVED
Ways to Give
By being good stewards of your support, CBO is able to take on more Scholars each and every year. Donating funds provides the most efficient and effective way to benefit students in our community.
Join our most loyal supporters when you sign up for the Monthly Giving Club and help students all year long. CBO makes it easy for you to donate by automatically deducting the funds from your credit/debit account, or you can send in a check on the same day each month.
Businesses often match charitable gifts given by their employees. Contact your employer to see if you can increase your support to CBO through their Matching Gifts program.
CBO can also accept donations of Stock and Securities. To donate please ask your brokerage firm to send shares electronically via DTC using the following instructions:
DTC #0226, Mesirow Financial
Account #WMP-006024, College Bound Opportunities
Become a part of CBO’s planned giving program, Educator’s Legacy, and ensure that tomorrow’s students can realize their college dreams. We welcome the opportunity to discuss with you and your attorney or financial advisor the many options available to meet your charitable objectives while providing for your loved ones. As some of the planned gift options may also provide tax benefits to you, your family or your estate, we recommend you consult with your legal and/or financial advisor to develop a personalized plan of giving.
A bequest in your will or trust naming CBO as a beneficiary is an easy way to support our future Scholars. A bequest can be a gift of cash, securities or other specified asset.
Life insurance policies are another asset suitable as a planned gift to CBO. By donating a paid-in-full life insurance policy or designating CBO as a beneficiary of a new policy, you can help ensure continuity in CBO’s efforts to fulfill college dreams long into the future.
Retirement assets may be one of the best assets to transfer as a charitable contribution because of their specific characteristics. In many cases retirement assets can be the highest taxed asset of an estate, and a beneficiary may have to pay income tax on distributions received. Please consult your legal and/or financial advisor about the gifting of any type of retirement asset, profit sharing plan, a 401(k) or 403(b), or an IRA before taking action. You can make a tax-efficient gift and help CBO scholars through a Charitable IRA.
College Bound Opportunities