Ways to Give

There are many ways you can contribute to University School that maximize your personal objectives while, minimizing the after-tax cost. However you choose to make your donation, you support University School and its students, while reflecting your own needs and preferences. The following is a list of giving options for your consideration:

Gifts for the Present

Gifts of Cash –Cash is the simplest and most popular type of charitable gift. You may consider a one-time gift or long-term commitment in the form of a pledge. You receive a donation receipt for the full amount you give. Naming Opportunities and donor walls will honor gifts of $5,000 or more.

Payroll Deductions (for NSU employees) – Full-time employees may wish to contribute to the campaign through a one-time-only or biweekly payroll deduction. You may arrange for this option through the development office.

Gifts of Securities and Real Estate – If you wish, you can easily donate appreciated stocks, mutual funds, or real estate . There are distinct tax advantages in contributing long-term, appreciated property. Specifically, you receive an income tax charitable deduction for the full fair-market value of the property and avoid capital gains tax on the appreciated value.

Charitable Lead Trusts – Through this option, property is placed in a trust that will make payments to University School for a specified term. At the end of the trust term, the property is returned to you, or distributed, usually to your children or grandchildren. This type of trust can significantly reduce or eliminate either estate or gift tax on the assets used to fund the trust.

Corporate and Foundation Matching Gifts – Many businesses and foundations have adopted matching-gift policies to help support and encourage employee donations to worthy causes. Your company’s human resource department can provide the necessary paperwork for the development office.

Special Tribute Gifts –You may also make a donation in memory of a friend or loved one or in honor of a person or special occasion. In addition, University School will notify the family or person of your thoughtfulness.

Gifts for the Future

Charitable Bequest – These gifts, left through an individual’s will, have the advantage of being revocable. They offer full use of the asset during your lifetime. Gift planning under this category may generate a charitable estate tax deduction and may be unrestricted for a specific purpose.

Charitable Gift Annuity – In exchange for an irrevocable transfer of cash or marketable securities, University School will guarantee to pay you and/or another beneficiary a fixed payment for life. This can be a beneficial way to ensure lifetime income while supporting the campaign. In return for your irrevocable gift of cash or securities, you receive steady income and significant tax advantages.

Deferred Gift Annuity – Similar to a charitable gift annuity, income payments do not begin immediately, but rather at some specified future date. Deferring the payment allows you to receive a higher rate of return and increased tax deductions.

Charitable Remainder Trust – Assets are transferred to a trust. At the end of the trust term, the remainder in the trust is distributed to University School. During the trust term, which may be a lifetime or a period of up to 20 years, you or others you designate will receive income. In addition, you receive an income tax deduction for the present value of the funds that the school will receive, plus avoidance of capital gains tax on appreciated long-term capital gains property.

Gifts of Life Insurance – Life insurance can be the direct method of funding a gift. You may also use it to replace an asset that you have given to University School. You can name University School as the beneficiary and/or the owner of the insurance policy.

Occasionally, a donor wishes to make a gift anonymously. Please email Wynne Avellanet, Campaign Director, or call (954) 262-4524 to discuss your options and the ways a donation can benefit you.