Ways to Give

Gift planning vehicles provide flexible options for every donor to make use of complex assets and reduce capital gains and income taxes while making an investment in the future our students will create. Consider one of these options to make your contribution and contact us for more information.
 

Charitable Bequest

A bequest is the simplest way to make a planned gift to Presentation. By including a provision for Presentation in your estate plans, you can make a valuable contribution to our students’ future without affecting your lifestyle, your cash flow, or your family’s security.

IRA Gift

Gifts of retirement assets can provide valuable tax benefits for you and your family while maximizing your impact on our students. You can designate Presentation as a beneficiary of your retirement account or, if you are 70½ years of age or older, take advantage of the IRA rollover to transfer your required minimum distribution directly to Presentation.

Gift of Life Insurance

If you have an unneeded life insurance policy, you can provide a great benefit to Presentation by either designating the university as a beneficiary of your plan or transferring ownership of the policy to us.

Gifts of Real Estate

If you own real property (land and/or the structures and natural resources on that land), you can donate it to Presentation outright or use it to fund a gift planning vehicle like a trust. 

Charitable Trusts

There are a number of different kinds of trusts to fit your financial and philanthropic goals. In most cases, a trust provides income to you or your loved ones for a period of time before distributing its balance to Presentation. Income from a charitable trust may be taxed differently from ordinary income, and a portion of your income from a trust may even be tax free, depending on your situation. 

Gifts of Stocks and Bonds

If you’re holding appreciated assets like stocks and bonds and want to avoid capital gains taxes, you can transfer those assets directly to Presentation in support of our mission.

Other Planned Gifts

If you’re considering a planned gift that isn’t referenced on this page, we would love to connect with you! Contact us to discuss your financial and philanthropic goals and find the gift planning vehicle that’s right for you and your loved ones.

Presentation does not provide donors with financial or legal advice. We encourage you to consult with your advisors before entering into a planned gift arrangement with Presentation.

Contact

Development & Engagement
advancement@presentationhs.org
(408) 264-1664 


Stock Transfer

Account name: Presentation High School
DTC#: 0015
Account: #101-162520-571
Contact: Sean Pipkin, Portfolio Manager
Phone: (415) 693-6848
Email: sean.pipkin@morganstanley.com