Ways to Give
Gifts made online or by check are the most common form of support. Donations can be made through a single payment or a pledge over several months during the fiscal year.
- Online and Mobile
- By Check
- Gifts of Stock
- Planned Giving
- Corporate Matching Gifts
Do your shopping through the methods listed below, and a percentage of your purchase will go to Santa Catalina's Annual Fund.
Do your online shopping through smile.amazon.com, search for Santa Catalina School, and select us as your charity of choice.
Register your credit, debit, and loyalty cards with eScrip and shop at partner stores such as Barnes & Noble, Macy's, and Safeway.
The FOR Project
Link your credit and debit cards to The FOR Project and shop at participating merchants both in store and online. Merchants automatically provide you a discount that is directed to Santa Catalina.
If you have already remembered Santa Catalina in your will or trust, or if you are interested in learning more, contact the Development Office at 831.655.9379.
A simple yet powerful way to make a gift is to name Santa Catalina in your will or trust. In doing so, you may bequeath a monetary sum or a percentage of your estate. If you already have an up-to-date will or trust, you may add a provision for Santa Catalina through a codicil or trust amendment that states your latest intentions. Please refer to our Sample Language for Bequests for guidance.
Gifts of Retirement Funds
Qualified retirement plans offer an equally simple opportunity for investing in Santa Catalina’s future. If left in your estate, your heirs will pay income tax on these assets in addition to estate taxes, often amounting to a taxation of up to 75 percent. By bequeathing your retirement plan assets to Santa Catalina, you ensure that 100 percent of these funds will support your wishes.
Charitable Remainder Trusts
Charitable remainder trusts are individual trusts that can be funded with cash or appreciated property. Remainder annuity trusts distribute a fixed dollar amount of income, and remainder unitrusts distribute a variable amount either for a set term of years or for the lifetimes of the beneficiaries. Santa Catalina then receives the remainder of the trust assets. Advantages include:
- Annual income for yourself and/or other beneficiaries
- An immediate charitable deduction
- Elimination of capital gains tax on appreciated assets
- Estate tax savings
- Freedom from the burden of managing the property you put in the trust
Charitable Lead Trusts
A lead trust pays income to Santa Catalina for a number of years or a lifetime and then transfers the principal in the trust back to you or to another individual of your choice. This strategy is extremely beneficial in reducing your estate taxes and offers best savings during low-interest markets.
An outright gift of a fully paid life insurance policy makes an excellent charitable gift. You can also make Santa Catalina the beneficiary of an existing policy, or you can take out a new policy with Santa Catalina as the owner and beneficiary.
Retained Life Estates
You may gift your home, farm, or vacation home and retain the right to live there as long as you live. The result is an immediate charitable deduction on your income tax and a gift to Santa Catalina when you no longer need the property.
As with all substantial financial planning, please consult with your financial advisor to determine the best method for achieving your philanthropic goals while planning for your financial future. Also, we recommend that you contact the Development Office at Santa Catalina to inform them of your plans and the intent of your gift. The information on this website is not intended as legal advice. For legal advice, please consult an attorney.
Non-cash gifts, or tangible gifts-in-kind, can be made to Santa Catalina in support of school needs. For more information, contact the Development Office at 831.655.9379 or firstname.lastname@example.org.
Gifts to Santa Catalina School may be doubled or tripled. Many companies match contributions to independent schools from employees or employees' spouses. Please use Match Finder to learn if your company offers a matching gift program.
Matching gift forms should be sent to:
Santa Catalina School
1500 Mark Thomas Drive
Monterey, CA 93940
Tax I.D. #941-15-6652
Endowment Giving Opportunities
- Endowment for Promising Students
- Endowment for Exemplary Faculty
- Endowment for Distinguished Programs
- The Sister Claire and Sister Christine Endowment for Health and Wellness
Since the school’s founding in 1950, Santa Catalina has aimed to educate deserving, talented students, regardless of their ability to pay full tuition. Our commitment to tuition assistance ensures that our community represents the greater world in which our graduates will study, work, and raise families. With your help, we can support students who show strong potential to thrive in our community and who are eager to contribute to life at school.
- Tuition Assistance for Lower School
- Tuition Assistance for Upper School, Boarding and Day
- Tuition Assistance for Middle School
- Tuition Assistance for student travel programs
Ask any graduate what she values most about Santa Catalina, and the answer is inevitably “the teachers.” Santa Catalina is committed to recruiting, developing, and retaining excellent faculty. To attract and compete for top teaching talent, we must offer market compensation and career opportunities. When you invest in endowment, you help us achieve that goal.
- Professional Development
- Endowed Teaching Position
- Faculty Support
- Coaches Support
- Faculty Recruitment
Program lies at the intersection of excellent teachers and promising students. It is how we impart learning to our students and strengthen relationships within our community. A well-resourced program ensures that Santa Catalina holds firm to the values, traditions, and standards that make our school the great institution we know and love, while enabling the leadership to adopt innovations in education and adapt to changes in the marketplace of ideas. With your gift to endowment, Santa Catalina will remain important in an ever-changing world.
- Arts Program
- Athletic Program
- Marine Ecology Research Program
- College Counseling Program
- Leadership and Character Development Program
In this increasingly complex and rapidly changing world, Santa Catalina is aware of the ongoing need to provide and continually enhance services for students of all ages and for the faculty and staff who support them. As Santa Catalina considers its goal to inspire positive growth of the physical, intellectual, and spiritual person, there is no requisite more compelling than that of balance.
In keeping with Santa Catalina’s ongoing efforts to provide balance in the lives of students, the school now looks to expand the education and support currently offered through the Office of Student Services, advisory programs, and the Health Center. This expansion will occur through a curricular and co-curricular program and will be enabled, in part, by the Sister Claire and Sister Christine Endowment for Health and Wellness.
With your gift to endowment, you support the growth and development of a comprehensive, forward-thinking health and wellness program for students and faculty at Santa Catalina School. Learn more about the fund’s rationale, goals, and proposed outcomes.
Santa Catalina invites gifts to the endowment through bequest intentions, trusts, and other estate planning options. Qualifying donors may be eligible to fully fund a named endowment through an estate gift. To discuss options, please contact Gretchen Mueller Burke '83, '79 LS, Director of Leadership and Legacy Giving, at 831.655.9392 or email@example.com. It’s a wonderful way to maximize your future gift, while offering flexibility and potential tax benefits now.