Planned Giving

Overview

Impact Philanthropy

Education is a legacy. Since 1964, when the school’s founders mortgaged their homes to keep the school solvent, thousands of committed alumni, parents, trustees, and friends have supported Country Day to provide for its future. Some have made gifts during their lifetime; others have chosen to provide for the School through a planned gift.

Planned giving is a unique philanthropic tool that allows you to make a valuable contribution to Country Day while fulfilling your financial and charitable objectives. By including Country Day in your estate planning, your gift has a long-lasting impact on the school and on its future generations of students.

Among Country Day’s most committed and forward-thinking donors are those who provide for the School in their estate plans. When you are ready to think about a gift to Country Day School that will last beyond your lifetime, we are ready to help you plan it.

We realize that everyone's financial circumstances are unique and we are happy to discuss your wishes on a confidential basis. Charitable gifts to Sacramento Country Day School are tax deductible as allowable by law. Our tax ID number is 94-1597352.

Planned Giving Opportunities

Some examples of common planned gifts are below. 

Education is a legacy. Since 1964, when the school’s founders mortgaged their homes to keep the school solvent, thousands of committed alumni, parents, trustees, and friends have supported Country Day to provide for its future. Some have made gifts during their lifetime; others have chosen to provide for the School through a planned gift.

Planned giving is a unique philanthropic tool that allows you to make a valuable contribution to Country Day while fulfilling your financial and charitable objectives. By including Country Day in your estate planning, your gift has a long-lasting impact on the school and on its future generations of students.

Among Country Day’s most committed and forward-thinking donors are those who provide for the School in their estate plans. When you are ready to think about a gift to Country Day School that will last beyond your lifetime, we are ready to help you plan it.

We realize that everyone’s financial circumstances are unique and we are happy to discuss your wishes on a confidential basis. Charitable gifts to Sacramento Country Day School are tax deductible as allowable by law. Our tax ID number is 94-1597352.

Planned Giving Opportunities

Some examples of common planned gifts are below. 

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Appreciated Securities

Gifts of appreciated securities can be one of the easiest and most advantageous ways of giving. If your gift of stock is one that you have owned for more than one year, you may deduct the full fair market value of the stock as a charitable contribution while bypassing all capital gains taxes.

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Bequests

Bequests are a thoughtful, creative way to make gifts to Country Day and the most commonly used planned-giving vehicle. After providing for your family, you can ask your attorney to include a gift to your extended Country Day family by specifying a dollar amount, property, or percentage of your estate in your will or living trust.

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Charitable Trusts

Charitable Remainder Trust

You may consider a charitable remainder trust with Sacramento Country Day School as the beneficiary. A Remainder Trust enables you to contribute assets to the charity of your choice while providing an income for yourself and/or other beneficiaries you name for life or a term of years. Upon termination of the trust, the principle would pass to Sacramento Country Day School.

Charitable Lead Trust

A Charitable Lead Trust allows your gift(s) to Country Day School to be placed in trust for a specified number of years. During this time, SCDS would receive a specified amount of annual income from the trust; at the end of the term of the trust, the property would revert to the donor or to family members.

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Other Planned Giving Options

Charitable Gift Annuities

A charitable gift annuity is a contract between the school and the donor(s). In return for a gift of cash, securities, or other property, SCDS agrees to pay the donor(s) fixed payments for life or for the life of chosen beneficiaries

Retirement Accounts