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Planned Giving

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If you would like to extend your support of Katherine Delmar Burke School to make a lasting impact, there are several gift arrangements to choose from.

Whether you would like to put your donation to work today or benefit us after your lifetime, you can find a charitable plan that lets you provide for your family and support Katherine Delmar Burke School.

I want to plan a gift based on my...

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  • Under $25,000
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  • $100,000 to $999,999
  • $1 million or more

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  • Outright gift of cash
  • Outright gift of appreciated securities
  • Donor-advised fund
  • Gift in will or living trust
  • Beneficiary designations

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The most popular options for a gift in this range:

  • Outright gift of cash
  • Outright gift of appreciated securities
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  • Gift in will or living trust
  • Beneficiary designations

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The most popular options for a gift in this range:

  • Outright gift of appreciated securities
  • Gift in will or living trust
  • Beneficiary designations
  • Outright gift of life insurance
  • Charitable remainder trust
  • Charitable lead trust

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The most popular options for a gift in this range:

  • Outright gift of appreciated securities
  • 赛·风3安卓版官网
  • Beneficiary designations
  • Charitable remainder trust
  • Charitable lead trust

Age

  • Under 40
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  • 55-69
  • 70+

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  • Outright gift of cash
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  • Donor-advised fund
  • Gift in will or living trust
  • Beneficiary designations

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The best gift options for you:

  • Outright gift of cash
  • Outright gift of appreciated securities
  • Donor-advised fund
  • Gift in will or living trust
  • 赛·风3安卓版官网

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The best gift options for you:

  • Outright gift of appreciated securities
  • Gift in will or living trust
  • Beneficiary designations
  • Outright gift of real estate
  • Charitable remainder trust
  • Charitable lead trust

70+

The best gift options for you:

  • Outright gift of appreciated securities
  • Gift in will or living trust
  • Beneficiary designations
  • Outright gift of life insurance
  • Make a Tax-Free Gift With An IRA
  • Outright gift of real estate
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  • Charitable lead trust

Assets

  • Cash
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  • Retirement Plan Assets
  • Life Insurance
  • Real Estate
  • Tangible Personal Property

Cash

Most popular ways to give this asset:

  • Outright gift of cash
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  • Donor-advised fund
  • 赛·风3安卓版官网
  • Charitable lead trust

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Most popular ways to give this asset:

  • Outright gift of appreciated securities
  • Gift in will or living trust
  • Donor-advised fund
  • Charitable remainder trust
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Retirement Plan Assets

Most popular ways to give this asset:

  • Beneficiary designations
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Life Insurance

Most popular ways to give this asset:

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  • Beneficiary designations

Real Estate

Most popular ways to give this asset:

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Most popular ways to give this asset:

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  • Charitable remainder trust
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Answer a few simple questions and we'll point you down the right path.

Burke's mission is to educate, encourage and empower girls. Our school combines academic excellence with an appreciation for childhood so that students thrive as learners, develop a strong sense of self, contribute to community, and fulfill their potential, now and throughout life.

Katherine Delmar Burke School

An independent K–8 school for girls
7070 California Street, San Francisco, CA 94121
Phone: (415) 751-0177 Fax: (415) 666-0535
Directions | Employment | psihon3安卓版

A charitable bequest is one or two sentences in your will or living trust that leave to Katherine Delmar Burke 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

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

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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

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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 Katherine Delmar Burke 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.

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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 Katherine Delmar Burke 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 Katherine Delmar Burke 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 Katherine Delmar Burke School where you agree to make a gift to Katherine Delmar Burke 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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