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.
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