There are a variety of options for making charitable gifts to PBS. Depending
on each donor's personal circumstances, all of the options present certain
advantages. We strongly encourage potential donors to consult with their
attorneys or financial advisors to determine which vehicle best suits their
The Gift of Time and Talents
Volunteers are a key ingredient in the life of PBS, and we are grateful that
all of our parents pitch in as they are able to enrich our community. Our
volunteers willingly give their time and talents across a wide variety of
volunteer opportunities, from helping in the library, to helping with other
classroom activities, to helping with the hot lunch program, providing
Faculty/Staff Appreciation lunches, serving on the PBS Parent Association
Board or a committee of the Board of Trustees.
You may choose to pledge an amount to the Annual Fund for the fiscal
year-July 1 through June 30 and the Development Office will send you
reminder notices that payment on the pledge is due by fiscal year-end.
Pledges made before November 30 enable the Board of Trustees to set the
budget for the following year. This is accomplished at the January Board of
Gifts of Cash
Cash donations can be made by check, made payable to The Phillips Brooks School.
Gifts of Securities
Gifts of securities are often tax-wise options. You can receive an income
tax deduction for the full fair market of the donated stock, while avoiding
capital gains tax on the contributed shares. Click here to download the PBS Stock Donation Form.
Please instruct your broker to transfer the designated number of shares to our account at Morgan Stanley Smith Barney LLC as follows:
- PBS Account Number: 662-165687-488
- DTC# 0015
- PBS Account Manager:
- David Mumford, Senior Vice President, Wealth Management, Morgan Stanley Smith Barney LLC
- 1001 Page Mill Road, Building 4, Suite 101, Palo Alto, CA 94304
- Phone: 650-496-3900
- PBS Tax ID # 94-2494458
Morgan Stanley notifies PBS when securities are placed in our account. Gifts of securities are valued at and acknowledged on the day that the securities are received in the school's account. Kindly notify Erin Wright, Director of Development, of your gift.
Legacy Gifts Program
Endowed Fund Gifts
The Phillips Brooks School has a General Endowment and a few donor
established endowed funds restricted to a specific purpose. You may choose
to pledge an amount, make a cash donation or give a gift of securities.
Ways to make gifts include making an outright gift by check or marketable
securities; a retained interest gift, a testamentary gift or bequest-naming
the school in your will; or a contractual arrangement gift in which the
donor names the school as beneficiary and/or owner of an insurance policy,
retirement plan, or some binding agreement from which the school would
eventually receive cash. As with all planned gifts, we urge you to ask your
attorney or tax advisor about the most appropriate option for you.
Please contact Erin M. Wright, Director of Development, if you have any
further questions or wish to give securities at email@example.com or Phone: (650) 854-4545 x113 or Fax: (650)