As a 501 (c)(3) not-for-profit organization, contributions to Dunn School are tax-deductible to the extent of the law. There are several ways you can make a gift to Dunn:
You may also give by mailing a check or money order (payable to Dunn School) to:
c/o Development Office
P.O. Box 98
Los Olivos, CA 93441
Electronic Fund Transfer
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 Development office at 805-686-0654.
Gifts of Stock or Securities
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.
Many companies will match the charitable contributions of their employees. Please inquire with your employer.
Gifts of Real Estate
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.
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.
Bequests and Testamentary Trusts
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.
Charitable Trusts and Life Income Plans
Trust agreements are individually written to accommodate the donor’s wishes. The Development 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.
Remainder Interest in a Residence or Farm
You may retain a life interest in your 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.