Matching Gifts of employees’ contributions are provided by hundreds of corporation. A matching gift from an employer will double and sometimes triple the size of an individual gift. Check below to see if your employer offers matching gifts: https://doublethedonation.com/peninsulaheritageschool
Stock or Securities are gifts that may offer the donor a tax deduction by transferring appreciated stock to Peninsula Heritage prior to selling it. Capital gains on the amount of the appreciation are avoided and the donor receives a tax deduction for the full market value.
Gifts in Kind are gifts of services, equipment or items that provide operational savings and meet specific needs of Peninsula Heritage.
Restricted Giving. Peninsula Heritage School receives gifts that relate to a special interest of the donor and are restricted to a specific purpose. The gifts enrich the school’s program by providing for items over and above those funded through the operating budget. However, as these gifts do not fund annual operations, they are not considered contributions to the Annual Giving campaign and thus are listed separately
Charitable Remainder Annuity Trusts and Unitrusts allow you to make a substantial gift to Peninsula Heritage School and yet continue to receive income from the assets contributed. After the life income payments to you and/or other designated beneficiaries terminate. Peninsula Heritage School receives the remainder for the assets in the trust.
Charitable Lead or Income Trusts allow you to pass significant assets on to beneficiaries with little or no gift or estate tax payable to the government. You can assign income benefits to the school for a designated period, after which time the assets remaining in the trust would go to your children, grandchildren or others.
Bequests or Living Trusts is one of the easiest ways to make a gift to Peninsula Heritage and still allow the donor to make any changes, additions or deletions. While bequests create no immediate income tax benefits, they are usually 100% deductible for estate tax purposes.
Life Insurance may be given as a gift in one of two ways. The first is by retaining ownership of the policy, but designating the school as the beneficiary or, the second way, by transferring actual ownership of an existing insurance policy to the school. This may entitle the donor to an income tax charitable deduction.