Planned Giving

planned giving
Take a look at the numerous planned giving options that can help provide a world-class educational experience to our students!
 
 
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Jim Lynch quote
 
 
 
 
donate appreciated stock
Donating appreciated stock is one of the easiest ways to give more to charities you care about and it is one of the most tax-smart ways to give. Why? The reason is simple: Avoiding capital gains taxes. With the 20% federal capital gains tax rate on long-term holdings, you are likely to realize a taxable profit from selling these assets. However, if you donate the stock directly to charity, there is no gains tax to pay. Plus, you are still eligible to deduct the total value of the assets donated from your income taxes. 

Click on the form below to donate appreciated stock.
 
 
LET US HELP YOU WITH YOUR GIFT PLAN
If you need assistance with legal or financial advisor recommendations contact Frederik Wilkens, Director of Development at [email protected] or call 909.596.1946 ext. 270.
 
 
 
 
options to give
SALE AND UNITRUST
You give a portion of your property to us to fund a charitable remainder trust, when the property sells you receive cash and income for life.
 
GIVE IT TWICE TRUST
You provide your children with a stream of income while making a gift to charity.
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