Giving to the Campaign

To achieve all we envision for the future of St. Paul’s School, we invite the members of our extended community to consider the most generous gift their circumstances allow to support this exciting, important endeavor that will impact the School and community for many years.

Campaign gifts may be made in one full payment or pledged over a period of three years.

Campaign donors will be recognized in a variety of settings and at all giving levels. Recognition opportunities are available to create a permanent legacy. Gifts may be structured to provide maximum philanthropic impact and substantial benefits for personal financial planning.

Gift and Pledge Payment Options include:

Outright Gifts

Outright gifts may be made via cash, check, Visa, and MasterCard.

Gifts of Stock & Appreciated Assets

Stock and securities may be transferred directly to the School’s brokerage account. Donors receive tax deductions based on the fair market value of the property at the time of the gift and avoid capital gains tax on appreciated property. Information about transferring stock and other appreciated assets to the School’s brokerage account is available through the Development office.

Matching Gifts

Many employers offer generous matching gift programs that increase the value of your gift to the School. Please ask your employer about matching gift programs, and be sure to include the appropriate forms or contact information with your gift to the School.

Individual Retirement Accounts (IRAs)

The Pension Protection Act of 2006 (PPA 2006) features an IRA rollover provision that offers significant tax advantages for donors who qualify and may not need these assets as primary sources of income. Under the new law, individuals who are 70 years or older may transfer up to $100,000 per taxpayer per year directly from a traditional or Roth IRA to a qualified non profit/public benefit organization. The gift can be excluded from taxable income. The provision is currently effective until December 31, 2007 for tax years 2006 and 2007. Congress is currently reviewing possible extension of the provisions.

To determine if the IRA Rollover is a suitable opportunity for your financial planning, please consult with your financial advisor, attorney, or accountant.

For additional information about making a campaign gift and/or pledge, please contact Kathy Brown, Associate Director of Development at 510.285.9614.