Ways to Help
There are many giving options with
possible tax benefits accompanying each choice. Gifts may be tailored to
express the donor's interests and financial situation.
Gifts Of Cash
Most donors find that a personal
check is the easiest way to make a gift. These donations are fully
tax-deductible and have an immediate impact upon the program for which the
funds are allocated. Checks should be made out to St. John's Episcopal School and mailed to:
St. John's Episcopal School
c/o Development Office
30382 Via Con Dios
Rancho Santa Margarita, CA 92688
Credit Card
Another immediate way for donors to
contribute is through a credit card gift. These gifts can be made online, or by
calling the Development Office at (949) 858-5144. St. John's accepts Visa,
Mastercard and American Express.
Pledges
A pledge can be made to spread out
your gift over the course of the year. Monthly credit card payments may be
scheduled so that you may lessen the immediate impact on your checkbook. Pledges
should be made in writing with the Development Office and are charged on the 15th
of each month.
Matching Gifts
Many employers offer a matching gift
program to encourage employees, retirees and their family members support of
nonprofit organizations. Your gift could be doubled by your employer, just by
completing a form at the time of your contribution. Specific details about your
matching gift program can be obtained through the Human Resources office at
your workplace, or you may contact the Development Office for assistance. Many
businesses also run United Way campaigns; you may designate St. John's as the
recipient of your payroll deduction to this campaign.
Gifts-In-Kind
Donations of technology, equipment,
furniture and other items relevant to our educational program and in good condition
are welcome. The donor, through appraisal or record of purchase, determines
gift value. If the in-kind gift is of direct and immediate use to St. John's in
fulfilling its mission (such as new computer equipment for instructional use);
a donor may deduct the full fair market value. Donations of professional
services are also always welcome; however the amount that is tax-deductible may
vary depending on the service. It is recommended that you consult a tax advisor
to determine what deduction of a gift-in-kind is allowable by law. All
gifts-in-kind should be accompanied by a completed donor form.
Appreciated Stocks Or Securities
Gifts of appreciated stocks or
mutual fund shares provide immediate support to the school. Donors may realize
substantial tax savings by transferring appreciated stock or securities to the
school prior to the sale. Capital gains on the amount of appreciation may be
avoided, and the donors receive a tax deduction based on the fair market value
of the stock or property at the time of the gift, regardless of the purchase
price.
Instructions for Giving Stock to St. John's:
If the stock is in a brokerage
account, contact Bill Linus at Merrill Lynch at (949) 859-2907 to arrange
transfer of the stock. Contact the St. John's Development Office via email at kpendergest@stjohns-es.org or fax at (949) 858-1403 with the following information:
-
Your
name, address, and telephone number
-
Name
of stock and number of shares
-
The
date of your gift
-
How
you want the donation to be used
Planned Gifts
A number of planned gift vehicles
exist for donors to make gifts to a charity over time. Some of these include
gifts of life insurance, bequests, remainder trusts and other annuities. Many
unique and beneficial tax advantages can be gained through these gifts. Please
contact the Development Office at (949) 858-5144 for more information about
planning giving.
Thank you for considering a gift to St. John's!
