A Leader in CREATIVE Education SINCE 1925

Peninsula School

Ways to Give

Cash Gifts

 

paypal / credit card

If you are interested in making a donation by credit card, you can use PayPal or call the Development Office.  Peninsula School gladly accepts gifts via Paypal (Visa, Mastercard, American Express are also accepted even if you don't have a Paypal account).

Checks

can be made payable to Peninsula School and mailed to:

Peninsula School

Development

920 Peninsula Way

Menlo Park, CA 94025

Contact Us

 

(650) 325-1584 x 33

development@peninsulaschool.org

By mail

Alternatively, if you would like to make your gift by mail, you can send the following information to our mailing address:

 

Your name

Name as it appears on the card

Credit Card Number

Expiration Date

Billing Address

Amount of your Gift

Planned Gifts

 

If you are interested in naming Peninsula School as a beneficiary of your will, charitable trust, retirement account, or life insurance policy, please use the legal name of our organization, “Peninsula School Ltd. of Menlo Park, CA”.

 

Please be aware that the most useful and versatile gifts for Peninsula School are those which are designated as “unrestricted”.  Unrestricted gifts can be targeted towards the most pressing and critical needs at the school during any given time.  If you are interested in designating your bequest towards a specific purpose, please contact the Development Office in order to ensure that we will be able use your gift as specified.

 

The school kindly requests that you notify the Development Office of your intention to include Peninsula in your estate plans, so that we may include you in our Duveneck Legacy Society.

  • WILLS / BEQUESTS

    For many Peninsula students and their families, the joy and benefit of a Peninsula education is a gift that lasts a lifetime. Designating Peninsula School as a beneficiary of your will or trust is a beautiful way to honor the value of that educational experience, while helping to make it possible for generations of students to come.

    See sample Will and Bequest language.

     

    Benefit to donor: Keep assets fluid and defer the gift until after your lifetime at which point you can qualify your estate for a charitable deduction.

     

    If you would like more information on making a gift through a will or bequest, please email us to receive one of our e-brochures.

     

  • CHARITABLE REMAINDER TRUSTS

    With a Charitable Remainder Trust, you irrevocably transfer assets to a trustee and arrange for payments to be made to you as the donor or your beneficiaries for a certain term of years (maximum of 20) or until the end of your (or another’s) life.  Income is payable either in fixed or variable amounts depending upon the type of remainder trust that you establish (i.e., Annuity Trust or Unitrust).  The amount of income you or your beneficiaries are able to receive depends, in part, upon your age or the age of your beneficiaries. Upon the termination of the trust, Peninsula School receives the remainder of the assets.

     

    Benefit to donor: Create a lifelong revenue stream for you or your beneficiaries while receiving an immediate tax deduction; achieve income tax deferral on sale or transfer of appreciated property.

     

    If you would like more information on making a gift through a charitable remainder trust, please email us to request one of our e-brochures.

  • CHARITABLE LEAD TRUSTS

    With a Charitable Lead Trust, you irrevocably transfer assets to a trustee and arrange for payments to be made to Peninsula School at an agreed upon rate for a certain term of years or until the end of your (or another’s) life.  At the end of the term of the trust, the assets are transferred back to the donor or to a designated beneficiary (or beneficiaries).

     

    Benefit to donor: Reduce gift and estate taxes on assets passing to heirs.

     

    If you would like more information on making a gift through a charitable lead trust, please email us to request one of our e-brochures.

  • LIFE INSURANCE

    A simple way to benefit the school is to name Peninsula School Ltd. of Menlo Park, CA as a beneficiary of a new or existing life insurance policy.  To achieve additional estate tax and/or income tax planning benefits, you might also consider transferring ownership of the policy to the school as well.   Through such a transfer, you can potentially obtain an income tax deduction not only for the present cash value of the policy but, with proper planning, the future policy premiums you pay.

     

    Benefit to donor:  Make a large-impact gift at relatively small or no cost to yourself. Possibly obtain current income tax deductions.  Such a transfer could exclude the policy from your estate, providing estate tax savings to your heirs.

     

    If you would like more information on making a gift of life insurance to Peninsula School, please email us to request one of our e-brochures.

  • RETIREMENT ACCOUNTS

    You can name Peninsula School Ltd. of Menlo Park, CA as a beneficiary of your individual retirement account (IRA), 401(k), 403(b), Keogh plan, employer retirement plan, or other qualified pension plan.

     

    Benefit to donor: Avoid the twofold taxation (i.e., estate tax and income tax) on retirement plan assets. With proper planning, designating Peninsula School as a beneficiary can provide benefits to the school and significant tax savings to the beneficiaries of your estate.

     

    If you would like more information on making a Retirement Plan gift, please email us to request one of our e-brochures.

Gifts of Stock

 

To transfer stock by DTC wire directly to Peninsula School, Ltd. please call your stock broker with the information below:

 

Wire Transfer Information:

Charles Schwab

DTC # 0164, Code 40

Account # 6067-9549

Charles Schwab 800-435-4000

 

Important!  Please contact Peninsula School’s Business Director, at 650-325-1584, ext. 13 to notify us of your plans to transfer stock. Please be prepared to provide the following information:

 

Name

Day Phone

Name of Stock

Number of Shares

Gifts of Property

 

Peninsula School does accept vehicle donations, real estate, and other personal property on a case-by-case basis. Gifts of furniture, appliances, equipment, and other similar goods are often appreciated if they can be put to good use at the time they are offered. Before bringing gifts of this nature to the school for donation, please contact the Development Office, so we can confirm our ability to use them.

Matching Gifts

 

Many employers or foundations offer Matching Gift programs in which they will match gifts given by their employees to qualified non-profits. All donations to the Annual Giving Campaign, the Peninsula School Endowment and Trust Fund, and capital campaigns, as well as event underwriting contri-butions qualify. Information regarding matching programs should be requested from your employer. Peninsula School is a registered non-profit. Our tax ID number is 94-1186181. If you need assistance setting up a matching gift, please contact the Development Office at 650-325-1584, ext. 33.

Honor & Memorial Gifts

 

At times, gifts have very special purposes. Sometimes, they are given in honor or in memory of a particular person. We appreciate and respect the significance of these gifts, and we are grateful for the opportunity to discuss your wishes. If you would like to make your gift to Peninsula School in honor or memory of somebody important to you and/or the Peninsula community, please let us know at the time you are making your gift. You may contact the Development Office at 650-325-1584, ext. 33 with any questions.

NOTE: Please be aware that the information presented here is general in nature and does not constitute legal, financial, or tax advice. Individuals considering planned giving options should contact their professional advisors for information pertaining to their specific financial and tax situations.

PENINSULA SCHOOL

920 PENINSULA WAY, MENLO PARK, CA 94025

Tel: 650-325-1584  •  info@peninsulaschool.org

SUMMER AT PENINSULA