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INVESTING IN THE FUTURE

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DONATE TO THE ENDOWMENT TODAY

This campaign is not a one-time use of resources, but an opportunity to invest in stable, reliable resources for the Lafayette public schools. 

Please contact Elizabeth at elizabeth@lpie.org or (925) 299-1644 for more information on giving through the following vehicles.

Gifts to the endowment can be paid over a five-year pledge period. Donors may benefit from combining gifts, such as cash pledges and a planned gift, in addition to giving over time.

Giving Over Time

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Donating appreciated stock may provide tax benefits. Donors who use stock to make a gift to the campaign will receive credit for the mean value of the stock or other security on the date of transfer and potentially avoid capital gains taxes.

To send a charitable gift of securities to LAFAYETTE PARTNERS IN EDUCATION – ENDOWMENT account, please provide your broker with the following information: 

 

Broker: SANFORD C. BERNSTEIN & CO., LLC. 

DTC #: 0013 

Account Name: LAFAYETTE PARTNERS IN EDUCATION – ENDOWMENT 

Account Number: 888-C5469 

Note: Insert Donor Name Here (without this information or direct notification from you, we may be unable to identify the donors of certain securities) 

Bernstein Contact Information: James Lloyd at 415-217-8035 

Stocks & Securities

Donor Advised Funds

Allow for income tax deductions to be taken when they are funded, while allowing donors to make gifts out of the fund to LPIE and other nonprofits over time. Distributions can be one-time or support a multi-year commitment.

We gratefully accept many types of deferred or legacy gifts. 

Gifts & Pledges

A donor may make an outright gift, for which the donor receives an income tax deduction as prescribed by current law. Pledging a gift over the course of up to five years may allow donors to make a greater impact while affording the opportunity to adjust the timing and amount of each payment for their own circumstances. 

LPIE is eligible for IRA qualified charitable distributions.

IRA Rollover Gifts

Bequests

Donors may leave a portion of their estate to LPIE in their will. 

Life Insurance

Donors may designate LPIE as the beneficiary, and the premiums paid by the donor are tax deductible. 

Charitable Lead & Remainder Trusts

Charitable lead trusts operate for a set term, and payments are made to LPIE for that time period. After the end of the trust term, the remainder of the trust is distributed to non-charitable beneficiaries, such as family members. A charitable remainder trust, in contrast, can provide a stream of income for family members for the term of the trust before the remaining assets are transferred to LPIE.

Questions?

Please email us or call 925-299-1644.

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