Ways to Give

You can give by mailing a check or money order (payable to Dunn School) to:

Dunn School
c/o Advancement Office
P.O. Box 98
Los Olivos, CA 93441

Dunn can receive an electronic fund transfer from your international or domestic account. For instructions on how to make an electronic fund transfer, contact the Advancement Office at 805-686-0654 or at advancement@dunnschool.org.

You may realize substantial tax savings by transferring appreciated stocks to Dunn prior to their sale. Capital gains on the amount of the appreciation are avoided and you receive a tax deduction for the full market value.

Real estate and property that has realized significant appreciation can also provide significant tax consequences for a donor. If you transfer ownership of a property to Dunn prior to its sale, you will likely avoid capital gains tax associated with that appreciation.

To learn more, please contact the Advancement Office at 805-686-0654 or at advancement@dunnschool.org.

Dunn can be a total or partial beneficiary of an existing whole life insurance policy, or a new policy may be taken out for this purpose.

Gifts made through your will can be made to Dunn either through a new document or a codicil to an existing will. You may specify a dollar amount, or a piece of personal property, or you may specify a percentage of your total estate. Gifts through bequests may also help reduce federal estate tax liability.

Trust agreements are individually written to accommodate the donor’s wishes. The Advancement Office can help you make a decision regarding these specialized financial plans. However, you are urged to discuss your plans with your attorney and financial advisors.

You may retain a life interest in your property, like a home or farm, while deeding the property to Dunn School. Though you may continue to live in or use the property, you may claim a tax deduction at the time the property is transferred.