An independent day school, early childhood to grade 12
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Gifts of any size are significant to The Miami Valley School because they support its mission, students and programs. The following information describes a wide range of giving options that can help you make a gift that will maximize benefits to you and the school. In addition to cash, many other assets may be used to fund a gift including appreciated stock, personal property, real estate, and retirement plan funds. You may make your gift so that it is used immediately or you may give through other methods, such as life income plans that provide income, tax and personal benefits. Online GivingPlease visit our online giving page for an easy and secure way to make donations to The Miami Valley School. Credit CardThe Miami Valley School accepts American Express, Discover, Visa and MasterCard. To make your gift via credit card, you may give online or call our Development Office at (937) 434-1848. CheckPlease make checks payable to The Miami Valley School and mail your checks to: The Miami Valley School Corporate Matching GiftsMany companies often offer matching gift programs that enhance a charitable contribution made by an employee. Not only does The Miami Valley School benefit from the increased donation, but a donor may qualify for a higher category of recognition when the gift is matched. Ask your human resource department for a matching gift form and send it in with your contribution. Gifts of StockSecurities are the most common form of property given to non-profit institutions. The Miami Valley School welcomes gifts of stocks, bonds, and shares of mutual funds. By donating appreciated stocks directly to The Miami Valley School, you can avoid the capital gains tax that would be incurred if you sold the securities. When a gift of securities is made, donors are entitled to a charitable income tax deduction for the full, fair-market value of the stock for the year the gift is made. The fair-market value is determined by the mean of the high and low sales prices on the date the stock is received by Miami Valley School. To learn more, please contact the Development Office at (937) 434-1848. National Financial Services, LLC Tangible Personal PropertyItems that have appreciated in value, such as books, works of art, coin collections or antiques, may be given to The Miami Valley School as charitable gifts. The charitable deduction depends on the appraised value and whether or not the gift is related to our tax-exempt purpose. Real EstateYou can make a gift of marketable residential or commercial real estate to The Miami Valley School and receive substantial financial benefits. Such gifts are subject to the approval of the school’s gift acceptance committee. If the school is unable to use donated property, it will be sold and the proceeds used as needed or as you specify. If you make a gift of real property to the school, you will be credited with a contribution valued at the fair market value of the real estate, as determined by an independent, qualified appraiser. You pay no capital gains tax on the appreciation portion if the property has been held for more than one year. If you do not wish to give an entire building or parcel of land, you may donate an undivided interest in the property. If you are considering leaving your home to the school through your will, you may want to give it now but retain the right to live in it for your lifetime. While you will continue to pay taxes, insurance, and maintenance costs, you can receive a substantial charitable income tax deduction in the year you make the gift. Planned GiftsBequests, gifts of insurance and retirement plan funds, and gifts that provide lifetime income can provide significant future resources to The Miami Valley School while providing you with income, tax and personal benefits. To learn more about planned giving opportunities, please contact Colin Dunnigan, Director of Development, at (937) 434-1848. |