Gifts of Securities
Donations of stocks, bonds, and mutual funds can be the most tax advantageous way for you to make your gift to Servite. You avoid paying capital gains on the appreciated amount and you deduct the value on the date of transfer, up to 30% of your adjusted gross income for federal income tax purposes. Click here for more information.
Servite gratefully accepts estate gifts through will bequests, life insurance, retirement plan designations and trusts. Servite’s legal name is: Servite High School, Anaheim, California. Estate gifts may be designated to Servite as a percentage beneficiary, a specific dollar beneficiary, or a contingent beneficiary after other estate requirements have been met. Those who name Servite in their estate plan are part of the Legacy Society. For more information on Legacy Society/estate giving, contact Mrs. Steffanie Early, VP of Advancement, at firstname.lastname@example.org or 714-774-7575 x1127.
Charitable IRA Transfer
For individuals age 70 ½ or older, the IRA Charitable Rollover may be a tax-wise way to support Servite. If you are required to make annual withdrawals from an IRA account, these otherwise taxable distributions can satisfy your annual Required Minimum Distribution (RMD) and exclude these funds from your taxable income. To initiate a transfer, contact your IRA administrator. For more information, contact Mrs. Steffanie Early, VP of Advancement, at email@example.com or 714-774-7575 x1127.