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  • Support Maumee Valley Country Day School

    Together We Make a Difference
Your gift makes a direct impact on the lives and education of Maumee Valley Country Day School students. Generosity comes in many forms, and it's often the best way for you to support important causes that matter the most to you in your life. When you give to Maumee Valley Country Day School, you help us make a difference.

Gifts That Last a Lifetime

Start here by learning the different gift options available to you. We will work with you to find a charitable plan that lets you provide for your family and support MV.

Some examples of planned gifts include:
  • Stock Gifts
  • Bequests & Wills
  • Life Income Gifts
  • Real Estate & Other Assets
  • Charitable Lead Trusts
Please contact the Director of Advancement Chris Holinski at (419) 381-1315 extension 110 or email cholinski@mvcds.org.

Planned Gift Options

List of 7 items.

  • Stock Gifts

    Make a gift to MVCDS transferring appreciated securities instead of writing a check! By doing so, you may avoid the tax due on the capital gain, AND you may receive an income tax deduction for the fair market value of the security.
    For example, if you give stock with a fair market value of $1000 for which you paid only $100, the "cost" to you for making the gift is only $100! Plus, you may be able to deduct the full $1000 from your income tax, thereby reducing your "cost" even further. 
    To donate stocks that are held in your brokerage account (at your brokerage house), simply provide your financial advisor with the following information: 
    Wells Fargo
    Account Number: 5653-7067
    Depository Trust Corporation: (DTC) 0141
    PLU Federal Tax ID #: 34-4431301
    Benefits
    For most gifts, the charitable deduction is the fair market value of the securities at the time of transfer. 
     
    The donor avoids capital gains taxes. The donor pays no brokerage fees or sales commissions.  Donors may claim an income tax deduction for the full market value of the securities up to a limit of 30% of adjusted gross income. You may carry any excess forward for an additional five years.
     
    Closely held stock or S Corporation stock
    Closely held stock, S corporation stock, limited liability company interests, and partnership interests can sometimes be used to make a charitable gift. Any proposed gift of such assets should be reviewed with MVCDS and your tax advisors in advance. An S corporation, limited liability company, or partnership may also make gifts to the school, in which case any deduction generally will be allocated proportionally among shareholders, members, or partners.

    For more information, please contact Christopher Holinski, Director of Advancement at cholinski@mvcds.org 419-381-1313 x110.
  • Wills & Estate Gifts

    You can support the school’s mission beyond your lifetime by including a gift to Maumee Valley Country Day School in your will.  To make a bequest of cash, securities, or other property to the school, your will (or supplemental codicil, if you do not wish to write a new will), should state:
    "I give and bequeath to the Maumee Valley Country Day School, a non-profit corporation with Federal ID # 34-4431301, located at 1715 S. Reynolds. Rd, Toledo, OH 43615 or its successor,
    (Option 1) ______ percent of the rest, residue and remainder of my estate,
    (Option 2) the sum of $_______,   
    (Option 3) the following assets: (e.g. real estate, securities, personal property), to be used for general unrestricted purposes of the organization."
    Life Insurance
    A life insurance policy that has a substantial cash surrender value can be donated to the Maumee Valley Country Day School. You might have purchased the policy to provide income protection for a spouse now deceased or to educate your children who are now adults. Naming MVCDS as the sole or partial beneficiary of your life insurance may allow you to make a substantial gift at little or no cost to you.
     
    You also can use life insurance to replace for your heirs the assets that you have donated to the Maumee Valley Country Day School through a will or trust. A life insurance trust, when used in conjunction with a charitable remainder trust, may help achieve many favorable financial objectives.
     
    Gifts of Retirement Benefits
    The benefits of retirement plans payable at your death may be subject to both income and estate taxes. If you name Maumee Valley Country Day School as the beneficiary, the full amount of the benefits passing to the school at your death will pass free of estate and income taxes. This may make designating the school to receive retirement benefits the most tax-effective way to make a planned gift.
      
    Testamentary Life-Income Gifts
    You can fund a charitable gift annuity, charitable remainder unitrust, charitable lead trust, or pooled income fund through your will. While these gift plans will not generate tax savings during your lifetime, they may reduce estate taxes and provide life income for a loved one.

    For more information, please contact Christopher Holinski, Director of Advancement at cholinski@mvcds.org 419-381-1313 x110.
  • Life Income Gifts

    Life income gifts serve a dual purpose: They provide philanthropic support for Maumee Valley Country Day School while also providing both a charitable income tax deduction and an income stream to you and/or your loved ones.
     
    These gift vehicles can provide income benefits comparable to—or in some cases exceeding—those that might be earned in non-charitable vehicles. Many donors establish life income gifts with assets that are producing a very small amount of income, such as cash or appreciated stocks that do not earn dividends. Some donors establish life income gifts through their wills as a means of providing a life income to a loved one. The School offers two basic types of life income gifts.

    For more information, please contact Christopher Holinski, Director of Advancement at cholinski@mvcds.org 419-381-1313 x110.
  • Charitable Gift Annuities

    A charitable gift annuity is an agreement between a donor and Maumee Valley Country Day School. In return for a donation of cash, appreciated securities, or other property held for more than one year, the school agrees to pay a fixed payment for life to you and/or to a family member or designee.

    Benefits
    You may claim a charitable tax deduction for your gift, and a portion of the payments may be tax-free. Should you wish to fund a gift annuity with long-term capital gain property, you will have to report only some of the gain, and you may be able to report it in installments over several years.

    For more information, please contact Christopher Holinski, Director of Advancement at cholinski@mvcds.org 419-381-1313 x110.
  • Real Estate & Tangible Property Gift

    If you make a gift of real estate, tangible public property, or non-publicly traded securities, you will need to complete IRS Form 8283 (.pdf format) for your personal income tax return.
     
    Gifts of Real Estate
    In some cases, you may be able to donate a primary residence, vacation home, commercial building or plot of  land to the school
    • A gift of real property can provide you with a combination of advantages and tax savings. Some of the benefits of a real estate gift that is accepted by MVCDS may include:
    • An immediate charitable income tax deduction in the year you make the gift.
    • Avoiding capital gains taxes at the time of the transfer.
    • The opportunity to live in your home or use the property for the rest of your life.
    • Knowing that the property will be excluded from any estate and inheritance taxes.
    Because each property and gift plan is unique, any real estate gift will require careful consideration by your legal and tax advisors and by our advisors and Board of Trustees as well.

    For more information, please contact Christopher Holinski, Director of Advancement at cholinski@mvcds.org 419-381-1313 x110.
  • Gifts-in-Kind

    Some gifts require an appraisal or advance approval in order to be accepted. Examples of gifts of property include tickets to athletic events, rare books, artworks, computer hardware and software, and laboratory equipment. If the property has been held for more than a year and can be put to a use related to the "charitable purpose" of the school, you may be eligible for a deduction based on the asset's full fair market value.

    For more information, please contact Christopher Holinski, Director of Advancement at cholinski@mvcds.org 419-381-1313 x110.
  • Charitable Lead Trusts

    A charitable lead trust can be used to transfer assets to children or others at a significantly reduced tax liability. The trust makes a fixed payment to MVCDS for a specified term, measured either by someone's life or a selected number of years. After the trust term ends, the assets of the trust are either returned to you or passed on to children or other loved ones. If the assets are to be returned to you, you receive an income tax deduction when the trust is created. If the assets are passed on to heirs, applicable estate or gift taxes on the value of the gift are reduced or completely eliminated. The tax savings from a charitable lead trust may allow you to provide significant support for Maumee Valley Country Day School at little or no cost to heirs in terms of ultimate inheritance.
     
    Benefits
    A charitable lead trust may provide either a fixed “annuity” payment or a variable “unitrust” payment to the school. Low-interest rates make the annuity payment option attractive for donors as more assets may be passed on to heirs with reduced or eliminated transfer tax liability.

    For more information, please contact Christopher Holinski, Director of Advancement at cholinski@mvcds.org 419-381-1313 x110.
Maumee Valley Country Day School is the only age 3 - 12th grade accredited, co-educational, independent school in Northwest Ohio and Southeast Michigan.