Endowed Gifts

Your Gift Can Last Forever

An endowment gift to Dunn School today provides a brighter picture for our future. When you make a donation to our endowment, you give a gift with both immediate and long-term benefits.

Endowment donations are invested. A portion of the annual income from the investment is used to address immediate needs at Dunn School. The remaining funds are reinvested to ensure indefinite support.

An Example of How It Works

Couple Smiling Longtime supporters Susan and Charlie have two goals: First, they want to make sure Dunn School continues to receive support after they're gone. Second, they want to memorialize Charlie's parents, Mr. and Mrs. Jones.

Susan and Charlie make a $25,000 donation to Dunn School, which we invest, and each year, a portion of the income from the invested money will be used to support our mission in honor of the Joneses. Plus, Susan and Charlie qualify for a federal income tax charitable deduction on their taxes.

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Next Steps

  1. Contact Jennifer Freed at 805-686-0654 or development@dunnschool.org to discuss endowed gifts.
  2. Seek the advice of your financial or legal advisor.
  3. If you include Dunn School in your plans, please use our legal name and federal tax ID.

Legal Name: Dunn School
Address: P.O. Box 98, Los Olivos, CA 93441
Federal Tax ID Number: #95-1909237

Start Paying It Forward

View and download your FREE copy of Endowments: A Gift That Lasts Forever.

View My Guide

A charitable bequest is one or two sentences in your will or living trust that leave to Dunn School a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

 Bequest Language

"I, [name], of [city, state ZIP], give, devise and bequeath to Dunn School [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to Dunn School or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the potential tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to Dunn School as a lump sum.

You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to Dunn School as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and Dunn School where you agree to make a gift to Dunn School and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.
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