Coed, independent, PK3-12th grade school in St. Petersburg, Florida.

Legacy and Endowed Giving


Legacy Giving

Legacy giving and bequests allow Shorecrest community members to support our school while realizing financial and tax benefits of their gifts. With thoughtful planning, donors can meet their personal financial goals while making a difference for our students.

Make a meaningful gift in the following ways: 
  • Wills, Trusts & Estates
  • IRA & Retirement Plans
  • Life Insurance and Annuities
  • Charitable Remainder & Lead Trusts
The Heritage Society recognizes individuals who have included the School in their estate or financial plans and have notified a member of the Advancement Office. Their thoughtfulness and generosity enables Shorecrest to secure the vision of building a legacy of inclusive, innovative and transformational education. 

If you have made plans that benefit Shorecrest, we'd like to recognize you as an honored member of the Heritage Society in our annual report and other event publications. Please contact Michael Gillis, Director of Advancement, at mgillis@shorecrest.org, 727-456-7514, or fill out this form.

Please use the following information when listing Shorecrest as a beneficiary:
Shorecrest Preparatory School
5101 1st Street NE
St. Petersburg, FL 33703 

Endowed Giving

Endowed giving supports the long-term financial stability of Shorecrest and is the foundation for any educational institution. 

To share your vision of how your gift might make that long term impact, please contact Michael Gillis, Director of Advancement, at 727-456-7514 mgillis@shorecrest.org.

What do endowed gifts do?

These gifts secure programs, supplement faculty compensation and enhance the overall educational experience above what tuition dollars cover. Endowed gifts can also be made in support of scholarships allowing students to attend Shorecrest who otherwise would not have the ability to do so.

How do endowed gifts work?

The principal of a gift is invested and a percentage of the earnings fund current school programs and needs. Gifts are made in perpetuity to the school and future generations.

Scholarships

Scholarships are more than just a means to an education. Funding scholarships is an investment in talent; an opportunity to touch a life, a family, even an entire community. Our goal is to attract gifted students from families with a range of experiences and perspectives. Shorecrest is stronger and richer for their presence.

Financial support of Shorecrest scholarships will have a tangible and lasting impact on generations of deserving Shorecrest students, creating--in your name--a legacy of educational opportunity.

Prep-to-Prep Scholarship

A gift of $100,000 will establish a four-year Prep to Prep Scholarship. With a pledge payment of $25,000 per year for four years, donors will support one Shorecrest Upper School student who has matriculated from Academy Prep Center of St. Petersburg including aid to that student to prepare him or her for successful transition into high school. Donors may designate an additional name that the scholarship bears and stipulate certain prefrences for awarding it.

Shorecrest Annual Scholarship

A gift of $80,000 will establish a four-year Shorecrest Annual Scholarship. With a pledge payment of $20,000 per year for four years, donors will support one Shorecrest Upper School student. Annually donors will receive a profile of the recipient of the scholarship. Donors may designate the name that the scholarship bears and stipulate certain preferences for awarding it.

The Haskell Alumni Scholarship

This scholarship was created to honor Bruce Haskell, former Headmaster, and his family. The Haskell family, including Bruce, his mother and his grandmother, led Shorecrest for most of its first 62 years. A gift to the Haskell Alumni Scholarship in any amount will offer support to students with demonstrated financial need who are children of Shorecrest alumni.

Other Scholarships since 2018

  • Jan & Craig Sher Service Learning Fund
  • World Language Instruction
  • Financial Aid for Middle School Trips
  • Financial Aid
  • Sponsorship of a student to participate in the Model United Nations conference, in memory of Ari Weiss ‘20

Endowment Gifts

An endowment gift is made in perpetuity to the school and future generations. Unlike contributions to the Shorecrest Fund, which are designed for current needs in the immediate fiscal year, endowment gifts build and secure the future financial stability of Shorecrest.

In Support of Outstanding Teaching and Faculty

Shorecrest recognizes that a vital and energized faculty is the hallmark of an exceptional independent school. Endowment gifts nourish and strengthen our faculty by providing professional development and growth opportunities such as workshops, seminars and advanced studies.

Need-Based Financial Aid

To achieve our strategic goals as a diverse community, we must open our doors to those deserving students in our own neighborhoods whose families are unable to fully bear the cost of tuition by providing the necessary support to bring a Shorecrest education within reach.

General Endowment (Non-Designated)

Earnings from unrestricted endowment gifts will be used to support the most important needs of Shorecrest. This income will allow the school to mitigate tuition increases, upgrade technology, purchase new classroom supplies, maintain and improve the physical plant and enhance the overall Shorecrest educational environment.

Facilities (Deferred Maintenance)

Endowment for facilities is the key to ensuring that adequate funds are available to maintain buildings. This endowment supports the care and maintenance of facilities, upgrading of technology, increased utilities and additional personnel to staff new buildings.

The Janet Root State of the Arts Endowment

The Janet Root State of the Arts Endowment was established in 2015 for the sole purpose of providing funds to maintain the interior of the theater and art gallery, including but not limited to refurbishment, repair or renovation of the existing seating, carpet, interior fixed furniture or fixtures; or expansion of the seating capacity or stage area. 

The Mosby Family Ancillary Fund

Established in 2006 by Glenn and Dav Mosby, The Mosby Family Ancillary Fund is an endowment that was established to provide funding for non-tuition based expenses to students receiving financial aid in the Upper School at Shorecrest. In creating this endowment, the Mosby Family wanted to ensure that financially needy students could fully participate in the life of Shorecrest during their high school years.
Heritage Society Form - for those who have included the School in their estate or financial plans

501c(3) Status

Shorecrest Preparatory School is a 501(c)(3) non-profit corporation as defined by the IRS, which means that all gifts to Shorecrest are tax-deductible to the full extent of the law. Visit the IRS website for more information.

Shorecrest Preparatory School

5101 First Street Northeast
St Petersburg, FL 33703
Phone: (727) 522-2111  |  Fax: (727) 527-4191
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Shorecrest Preparatory School is a private, non-sectarian, coeducational, college preparatory day school for students preschool through high school, located in St. Petersburg, Florida.