Giving

Gifts of Stock and Planned Giving

Making Gifts of Stock

Thank you for considering a gift of stock to Marin Horizon School. Please see below for information and instructions for making your gift.

List of 3 items.

  • Tax and Securities Information

    In order to claim a deduction in this tax year, gifts received by Marin Horizon School must be postmarked by December 31. Gifts postmarked, and transfers occurring in the new year are credited accordingly. If you are giving securities, your broker can arrange transfer of stock from your account to Marin Horizon’s account.
     
    When securities are given as a charitable contribution, donors receive tax deductions based on the fair market value of the securities at the time the gift is made, therefore avoiding capital gains tax on the appreciated value of the stock. Gifts of appreciated securities are generally fully deductible up to a maximum of 30% of your adjusted gross income. Anything more can be deducted over the course of a maximum of five subsequent years, which can be subject to certain limitations.
  • How to Make a Gift of Securities

    1. Instruct your broker to transfer your securities (i.e. common stock) into Marin Horizon’s account at: 
    Our account is with Charles Schwab DTC number – 0164
    Account#: 2715-5863

    2. When you have initiated the transfer, please contact:
    Aubyn Demian
    Director of Development
    Marin Horizon School 
    aubyn@marinhorizon.org
    305 Montford Avenue 
    Mill Valley, CA 94941
     
    State that you have made a gift of securities and include: 
    • Name of stock/securities and your account number
    • Number of shares
    • Purpose of the donation (i.e. Annual Gift Program or restricted gift) 
    • Thank you and please feel free to call with questions at (415) 388-8408 ext. 230
  • Wiring Instructions

    The wiring instructions are as follows for domestic & international are:
     
    First Republic Bank
    111 Pine Street
    San Francisco, CA 94111
    (888) 408-0288
     
    SWIFT Code:  FRBBUS6S - if you are wiring domestic then you do not need this code
     
    Routing #: 321081669
     
    Credit to Account #: 80000604505
     
    for:
    Marin Horizon School
    305 Montford Avenue
    Mill Valley, CA 94941
    (415) 388-8408

Planned Giving

Planned or deferred gifts are recognized through the Beyond the Horizon Society.

The Marin Horizon School Development Office can be a resource for your gift planning by providing general information on estate planning and tax and income benefits for a variety of planned gifts. A tax advisor is your best source for designing a giving plan for the benefit of Marin Horizon School. 

List of 3 items.

  • Bequests

    Bequests can often be a way to reduce estate taxes and can be a percentage of the estate, the residual of the estate, a specific dollar amount or an item. 
  • Beyond the Horizon Society

    The Beyond the Horizon Society recognizes individuals who have named Marin Horizon School in their wills or who provide for the future growth and financial stability of our institution through planned giving. By sending us written notification that Marin Horizon School is part of your estate planning, you will become a member of this society. Please contact the Development Office at 415.388.8408, ext. 230 for additional information on planned giving.
  • Charitable Gift Annuities

    A charitable gift annuity is a contract between a donor and Marin Horizon School, whereby the donor transfers cash or property to Marin Horizon in exchange for a partial tax deduction and lifetime stream of annual income from Marin Horizon. The amount of income is determined by a variety of factors. If you would like more information regarding this form of planned giving, please contact the Development Office at 388.8408, ext. 230.
Non-discrimination policy: We do not discriminate on the basis of race, religion, nationality, ethnic origin, gender, gender identification, disability or other category protected by law.