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
personal circumstances.
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.
Annual Fund
Pledges
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
Trustees meeting.
Gifts of Cash
Cash donations can be made by check.
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.
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.
Planned Giving
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 Nancy B. Errichetti in our Development Office if you have any
further questions or wish to make a gift at nerrichetti@phillipsbrooks.org
or Phone: (650) 854-4545 x113 or Fax: (650) 854-6532.