Celebrating Members of the Carlin Society
Over the years, SI supporters have used imagination, their estates and the law to make a rich variety of gifts to the school. Some contributors have gained immediate tax and income benefits. Others have memorialized loved ones. All are honored members of SI’s Carlin Society.
The late Frances Thylstrup, mother of Father Ed Thylstrup, SJ ’52, contributed $100,000 of appreciated stock to a charitable annuity trust. The contribution protected the stock from capital gains tax and distributed fixed payment to her which helped pay for her live-in caretaker. At her death, the remaining trust principal went to the school.
SI regent Tom Bertelsen and his wife, Sandy, transferred appreciated stock to a charitable remainder trust for SI’s benefit, and the trust sold the stock tax-free. Tom has generously served as the head of the SI investment committee and as a member of the Board of Regents.
Shou Mei Hu, grandmother of Eric Cowan ’95, established a charitable lead unitrust that, at Eric’s request, is now paying SI income to support its music program. Eric and his brother, Evan ’99, were SI band members. At the end of the 15 payment years, what remains in the trust will pass to Eric tax-free.
Tom Bertken ’50 and Sheila McManus established the Mary Katherine (“Kate”) Bertken and James Thomas Bertken Scholarship Fund at SI. The Fund memorializes Kate, who died from complications of diabetes at age 35 during surgery to repair a broken ankle, and Jim ’76, who in 1995 was lost at sea at age 36.
Jack Gibbons ’37 established the Charlotte McFarland Gibbons Scholarship Fund in honor of his mother who was saved from a life of illiteracy near the turn of the last century by SI founder Fr. Anthony Maraschi, SJ.
Josephine Bueler of Sacramento left a bequest to SI in honor of her brother, the late Br. Louis (“Louie”) Bueler, SJ, who predeceased her by five years. Br. Louie spent the last 27 years of his 46 years in the Jesuit Order as head of the mail room at SI.
Jim De Martini ’27, who owed his college education to those who trusted he would pay his tuition after graduation, provided scholarships to financially strapped students during his life and left a large bequest to SI upon his death for that same purpose.
Walter McCarthy ’33 and Bill Scannell ’48 used named funds at SI to honor admired family members. The Father Charles J. McCarthy, SJ, Scholarship Fund honors Walt’s brother, an educator, scholar and twice-imprisoned Jesuit missionary.
The Florence Joseph Scannell and Priscilla Mary Scannell Scholarship Fund memorializes Bill’s parents, a San Francisco fireman who died fighting a New Year’s Eve blaze at St. Ignatius Church in 1931, and his widow who raised and educated their four children after his death.
If you have included SI in your estate plan or would like information on SI’s Carlin Society or the tax and income benefits of charitable trusts and other gift plans, call SI Vice President Joseph Vollert at (415) 731-7500 ext. 319.