Gifts of Stocks and Bonds

Many donors make gifts in the form of appreciated securities. A donation of appreciated stock (whether as an outright gift or a planned gift) provides an income tax deduction equal to the fair market value of the stock on the date of the gift.

List the Recipient Institution as Yavneh Day School, located 18455 Oka Road, Suite 100, Los Gatos, CA 95032. Our Broker: Charles Schwab. Yavneh's Account Number: 9681-2872; DTC: DTC Clearing 0164, Code 40.

Contact your broker for more information.

Gifts of Real Estate or Other Tangible Property

Almost any kind of real estate can make a valuable gift: primary residence, vacation home, farm, commercial building, or an undeveloped parcel of land. A donor can gift his/her residence now and still reside in it for life. Contributions of capital assets are deductible based on the property's fair market value at the time the contribution is made.

Volunteers

Yavneh appreciates gifts of time and talent as much as dollars and in-kind donations. There are many ways to volunteer -- teacher's aides, office support, and, of special importance, membership on various fundraising activities and outreach efforts. Parent Participaton Credits are awarded for volunteer activities. Parents are required to earn 25 PPCs each year.

Donations Indirect and In Kind

eScrip

eScrip is perhaps the easiest way to help Yavneh raise funds. By simply registering your credit and rewards cards with eScrip, a portion of expenditures you would make anyway will be donated to Yavneh.

Our Group Number: 132858981.

To sign-up or for more information, visit the eScrip website: www.escrip.com

Car Donations

Yavneh can facilitate the sale of a car in any condition, with a percentage of the sale proceeds going to Yavneh, through the Vehicle Donation Processing Center.Cars, boats, trucks and vans are all welcome, working or not. Let us deal with the paperwork and vehicle removal while you receive the tax benefit! Please call us at 1-800-320-0476 or the online donation center if you are considering a vehicle donation. Click here if you want to learn more about vehicle donation.

In-Kind Gifts

We often receive donations of new or gently used books, tapes, CDs, DVDs, etc. — both educational and recreational, and appropriate for grades K-8. (A new Junior Kindergarten will open in the 2008-2009 academic year, for which materials will also be appropriate.)

Donations of office and classroom equipment — if in excellent working condition and current (especially for technology gifts) — is also appreciated. Please contact our Operations Manager, Arlene Mitchell at 408-984-6700, for more information about in-kind office and classroom equipment.

For more information

Giving for the Future

A planned gift to Yavneh Day School will allow you to create a legacy for our community while meeting your own financial and personal objectives. In addition to continuing your lifetime interest in the School, you may be able to:

• Reduce income, gift, and estate taxes
• Secure a source of cash flow for the rest of your life
• Reduce or eliminate capital gains taxes

A planned gift differs from a check a supporter writes today in that:

• It provides for Yavneh Day School to receive the proceeds at a future date;
• It may be part of the donor's overall estate and financial plans (such as a bequest or trust);
• It may have some tax advantages to the donor that may occur immediately, even if the gift transfer won't occur for some time.

Types of Planned Gifts

Wills and Living Trusts

Charitable bequests are made through wills or revocable living trusts. Bequests are simple to arrange, offer flexibility, and can reduce estate taxes. (Please scroll down the page for language you can use in your will.)

Life Income Plans

There are a number of ways to donate cash, securities, or other property and arrange lifetime payments for you or your loved ones. Benefits include a current income tax deduction, as well as other possible tax advantages.

Retirement Plan Assets

In many cases, donating some or all of the assets from your IRA, 401(k), or other qualified retirement plan is a smart option. Gifts can be made during your lifetime or upon death.

Other Planned Gift Options

The Foundation welcomes contributions of a variety of types of assets such as securities, life insurance policies, U.S. savings bonds, annuity contracts, tangible personal property, and works of art. Your estate attorney, accountant or other financial advisor can provide you with more details on the types of gifts that offer these tangible benefits.

How to Make a Bequest

When making a legacy gift, please use our legal name - Yavneh Day School. We are based in Los Gatos, California.

Your attorney may find the following language helpful in facilitating your planned gift:

I hereby give, devise, and bequeath to Yavneh Day School, a tax-exempt nonprofit organization based in Los Gatos, California, [select one of the following]:

• the sum of $_______________ [or]
• a stated percentage [or]
• a fraction of my residuary estate [or]
• the following described property [or]
• the residue of my estate

to be used for such purposes as its Board of Trustees shall direct."