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Types of Gifts

How to make a gift

When you make a gift to Pacific Oaks College and Children’s School, you have tremendous flexibility in determining how the funds will be used, as well as many options for making your gift.

Unrestricted gifts are among the most valuable to Pacific Oaks College and Children’s School because they allow us to allocate funds wherever the need is greatest, and to take advantage of unique opportunities as they arise.  Your unrestricted contribution goes to areas of greatest need.

Restricted gifts allow you to designate your gift to a specific school or program or a priority area at the College or Children’s School.  When you make a restricted gift to Pacific Oaks College and Children’s School, you enjoy the satisfaction of knowing you are supporting a program that is personally meaningful to you.

Types of gifts

Outright gifts

When you make an outright gift to Pacific Oaks College and Children’s School, your contribution can be put to work immediately.

  • Cash gifts – the simplest and easiest gifts you can make can be made through credit/debit card transactions, outright cash, personal checks, cashier’s checks, or money orders made payable to Pacific Oaks College/Children’s School. Pacific Oaks College and Children’s School also has a wire account; please contact the Office of Advancement for details about making a wire transfer.
  • Gifts of appreciated securities, stocks, and bonds also provide considerable tax advantages when transferred to Pacific Oaks College/Children’s School before they are sold. If you have held your securities for more than one year, you may find that your gift will provide a twofold tax benefit, creating an income-tax deduction as well as helping avoid the capital-gains tax that would have been due on their sale.  If you wish to transfer stocks from a broker’s account or if stocks are to be delivered by DTC to the College’s/Children’s School’s bank, please call the Office of Advancement at 626-529-8091.

You may also may make a gift of mutual funds, non-marketable stock, or closely held stock.  Contact the Pacific Oaks College and Children’s School Office of Advancement about giving these types of securities.

Pacific Oaks College and Children’s School
Office of Advancement
55 Eureka Street
Pasadena, CA 91103
626.529.8091

  • Gifts of personal property, including rare books, works of art, valuable collectibles, and tangible items of demonstrable value may enable you, in some cases, to make a significant gift to support Pacific Oaks College/Children’s School with outstanding tax benefits to you. Likewise, gifts of intangible personal property, such as copyrights, patents, and mineral rights, can generate income for the program of your choice on a continuing basis.

Planned Gifts

To learn about deferred or planned gifts, including bequests, life-income plans, and other options for your estate – and for information about increasing your income, earning valuable income-tax deductions, and reducing your estate taxes – please visit the Pacific Oaks College and Children’s School Planned Giving site.

Matching Gift Programs

An easy way to double or even triple your donation to Pacific Oaks College/Children’s School is to find out if your company has a matching gift program.  Such programs typically match all or a percentage of employee contributions to a charitable organization, making the employer a partner in an employees’ personal philanthropy.  Simply obtain a matching gift form from your employer’s personnel office, fill it out, and provide it to Pacific Oaks College/Children’s School with your contribution.

Gift Pledges

Pacific Oaks College and Children’s School welcomes your gift through a pledge – a formal statement of intention to make a gift to the College/Children’s School.  With a pledge, you may complete your gift by making regular payments over time, allowing you to give more generously than you originally may have considered.  What is more, each payment on your pledge is eligible for an income-tax charitable deduction.