Ways to Give
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 Giving
- Credit Card or Check Payments
- Corporate Matching Gifts
- Gifts of Stock
- Tangible Personal Property
- Real Estate
- Planned Gifts
The 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.
Please make checks payable to The Miami Valley School and mail your checks to:
The Miami Valley School
5151 Denise Dr.
Dayton, OH 45429
Many 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.
Securities 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
Miami Valley School
937-226-2302 or 1 800 755-872
The Miami Valley School accepts the donation of cars, boats, yacht, RV’s and other property through Action Donation Services.
If you have such an item that you no longer need, please consider donating it to MVS to receive the maximum legal deduction and possibly a partial cash payment. Proceeds from your donation will directly support the students and teachers of The Miami Valley School.
To receive an evaluation of your potential vehicle or other property donation please call 866-2-GIVING or 866-244-8464. Items 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.
You 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.
Gifts made as part of your overall financial plan, which often benefit you now and The Miami Valley School later, are known as “planned gifts.” Bequests, 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.
Planned giving allows you to provide future support for the areas and programs at The Miami Valley School that are of most interest to you and address important family and financial needs and often make a larger gift than you might have thought possible.
Planned gifts offer the following benefits:
- Provide lifetime income for you and, if you wish, another beneficiary.
- Give you a substantial federal income-tax charitable deduction.
- Enable you to turn low-yielding assets into a higher income stream.
- Reduce or eliminate taxes on capital gains.
- Eliminate or reduce federal estate taxes.
- Ultimately provide a meaningful gift to The Miami Valley School.
Contact Nick Raines, Director of Development, at (937) 434-1848 to have a confidential conversation about how you can explore these or other planned giving opportunities.