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Schools3
Box DD
Carmel, CA 93921

A tax exempt, non-profit (IRS 501(c)(3)) -Federal Tax I.D. #77-0348521

If you would like to support Schools3 and have already benefited from the immediate tax deductions offered by donor advised funds, please follow the instructions provided by your fund for making a grant recommendation. Be sure to provide gift designation instructions and use the following contact information when making your recommendation.

Schools3
Box DD
Carmel, CA 93921

A tax exempt, non-profit (IRS 501(c)(3)) -Federal Tax I.D. #77-0348521

If you are 70½ years or older, you can make a tax-free distribution from your individual retirement account (IRA) to Schools3. Any qualified contribution up to $100,000 counts toward your required minimum distribution (RMD). (Your spouse may also make a qualified charitable distribution up to $100,000.) 

To make a gift from your IRA, contact your IRA administrator (for example Fidelity, Merrill Lynch, Schwab, Vanguard, etc.) and ask the representative to send a check in the amount you desire (up to $100,000) payable to Schools3.  

First, contact your IRA administrator and see if they have a form that you can use to make an IRA direct charitable gift request. If that is not available, to request a direct distribution from an IRA (Individual Retirement Account) to Schools3 and other important charities you need to send your IRA administrator a letter or email with the following information:

1) Enter the name and address of your IRA custodian/administrator. 

2) Enter the date. 

3) Enter your IRA account number. 

4) Enter the amount you wish to transfer to Schools3. 

5) State where you would like the gift to be directed. 

6) Include a phone number or email address where you can be contacted. 

7) Sign the letter, print your name as the Plan Owner, and include your return mailing address. 

We recommend keeping a copy of the letter for your records. Remember, this sort of gift is NOT income to you and, therefore, it is NOT tax-deductible. Nonetheless, the gift counts toward your Required Minimum Distribution (RMD). This is a great option for anyone who does not itemize charitable deductions and/or anyone who does not want to incur that additional RMD income.

By making a planned gift to Schools3, you can make a lasting and transformative difference to the communities receiving schools. From bequests to living trusts to retirement assets, planned giving is an effective way to give back in a meaningful way while also helping you achieve your own charitable goals.

Bequest alternatives
In addition to adding bequest language to your will, here are a few other simple ways for you to make a bequest to us:

• Make Schools3 a designated beneficiary of a life insurance policy.

• Make Schools3 a designated beneficiary of an IRA or other retirement plan.

• Make Schools3 a designated beneficiary of savings bonds.

• Instruct your bank to “pay on death” to Schools3 some or all of a specific bank account.

• Instruct your brokerage firm to “transfer on death” to Schools3 some or all of a specific brokerage or other financial account.

Please let us know if you have included Schools3 in your estate plans. We would welcome the opportunity to thank you for your thoughtful gift and to confirm that we can carry out your wishes.