WAYS TO GIVE
Thoughtful Giving for Thoughtful Impact
We partner with donors and their advisors to structure gifts that align philanthropic vision with financial objectives.
DIRECT CONTRIBUTIONS
Cash vs. Appreciated Stock
For high-income donors, contributing appreciated securities often provides superior tax efficiency compared to cash gifts.
ASSET GIFTED
CASH
FINANCIAL CONTRIBUTION
$100,000
TAX DEDUCTION / SAVINGS
$37,000
(Approximate Federal Income Tax Savings)
TAX BENEFIT DETAILS
The donor receives a $100,000 deduction against ordinary income. Assuming a high marginal federal rate of 37%, the direct tax savings is $37,000.
ASSET GIFTED
APPRECIATED STOCK
FINANCIAL CONTRIBUTION
$100,000
(Cost Basis: $5,000; Gain: $95,000)
TAX DEDUCTION / SAVINGS
$62,400
(Combined Savings)
TAX BENEFIT DETAILS
1. Avoided Capital Gains Tax: The donor avoids paying capital gains tax (approx. 23.8% total rate) on the $95,000 gain. Savings: ~$22,600.
2. Income Tax Deduction: Donor still receives a $100,000 deduction, saving $37,000 in income tax.
Total Savings (Income + Capital Gains): $59,600 (plus state tax savings).
*Illustrative example for donor in 37% federal bracket with stock held 1+ years having 50% embedded gain. Consult your tax advisor for personalized analysis.
WHY WE ARE NECESSARY
A Shield Against Instability
In an era of political uncertainty and shifting educational policies, the Foundation serves as a protective barrier for what matters most.
Charitable Remainder Trust (CRT)
Transfer assets to a trust that pays you income for life, with the remainder benefiting the Foundation. Receive an immediate tax deduction while maintaining income.
Charitable Gift Annuity (CGA)
Make an irrevocable gift and receive fixed payments for life. A portion of each payment may be tax-free, and you receive an immediate charitable deduction.
Gifts of Real Estate and Land
Donate appreciated real property to avoid capital gains while receiving a deduction for fair market value. Particularly effective for long-held assets.
Donor Advised Funds (DAF)
Recommend grants from your existing DAF to support Foundation initiatives. Simplifies giving while maintaining advisory privileges.
Charitable Lead Annuity Trust (CLAT)
The trust pays the Foundation a fixed annuity for a term of years, after which assets pass to your heirs—potentially with reduced gift or estate taxes.
S Corporation Flow-Through Commitments
Structure charitable commitments through S Corporation distributions, aligning philanthropic goals with business succession planning.
Life Insurance
Name the Foundation as beneficiary of a policy, or transfer ownership of an existing policy for an immediate deduction and future impact.
Work With Your Advisors
We welcome collaboration with your legal, tax, and financial advisors to structure gifts that align with your complete financial picture.
Every Gift Tells a Story of Vision
Whether through cash, securities, or planned giving vehicles, your contribution becomes part of an enduring legacy of educational excellence.