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SUPPORT SMCHS

Every gift has a meaningful impact on all who work and study here.

Your investment plays a huge role in supporting the daily life of all SMCHS students. Together, gifts of all sizes, affirm our passion for the students, faculty and staff of Santa Margarita.

Ways to give:

GIFTS OF CASH

Fully tax-deductible and has an immediate impact upon the program for which the funds are allocated. Checks should be made out to “Santa Margarita Catholic High School” and mailed to:

Santa Margarita Catholic High School
c/o Office of Advancement
22062 Antonio Parkway
Rancho Santa Margarita, CA 92688

CREDIT CARD

These gifts can be made by calling the Advancement office at (949) 766-6080 or completing a gift form with the appropriate information. SMCHS accepts Visa, MasterCard and American Express.

ELECTRONIC TRANSFER

A simple and convenient way to make monthly or quarterly payments on a pledge gift. The transfer is set up through a credit card and we charge it whenever you tell us.

GIFTS THROUGH EMPLOYMENT

Many employers offer a matching gift program to encourage employees, retirees and their family members support of nonprofit organizations. Specific details about your matching gift program can be obtained through the Advancement Office or the HR office at your work place. Many businesses also run United Way campaigns; you may designate SMCHS as the recipient of your payroll deduction to this campaign. Our Orange County United Way number is #642495.

GIFTS-IN-KIND

Donations of technology, equipment, furniture and other items relevant to our educational program and in good condition are welcome. The donor, through appraisal or record of purchase, determines gift value. If the in-kind gift is of direct and immediate use to SMCHS in fulfilling its mission (such as new computer equipment for instructional use); a donor may deduct the full fair market value. A Gifts-In-Kind donation form is required

Click here for the form.

Planned Gifts

REAL ESTATE

Gifts of real estate including personal residences, vacation homes, commercial properties, farms, and unimproved land may provide exceptional tax benefits for the donors while providing support for the school. If the ownership of the unencumbered real estate is transferred to SMCHS prior to its sale, the donors will likely avoid the capital gains tax associated with that appreciation.

LIFE INSURANCE

A major gift to SMCHS may be funded with a new or old life insurance policy at a relatively small cost. There are many ways in which life insurance policies can be used to make a contribution, all of which provide tax deductions and may enable donors to make a larger gift than otherwise possible.

BEQUESTS

A valid, updated will is the cornerstone of an effective estate plan, and a bequest is a provision in your will to make a gift to the future of SMCHS. Please notify the school if you have already included, or plan to include the school in your estate plans. Planned giving, wills, trusts or retirement plans, can be an advantage both to you and to SMCHS by securing your future and the future of the school as well.

APPRECIATED STOCKS & SECURITIES

In giving securities to SMCHS that have increased in value since you bought them, not only can you take the current market price as a tax deduction, you owe no income tax or capital gains tax on the increase. This is an excellent time to take advantage of large increases in your securities holdings. Some donors have stocks that have appreciated over time and would rather donate these than cash to the school. These gifts are unique in that the donor can take a federal tax deduction for the full, fair market value of the stock, regardless of how much the donor paid for the stock. No capital gains taxes apply. For more information please call the Advancement Office at (949) 766-6080.

Gifts of appreciated stocks or mutual fund shares provide immediate support to the school. Donors may realize substantial tax savings by transferring appreciated stock or securities to the school prior to the sale. Capital gains on the amount of appreciation may be avoided, and the donors receive a tax deduction based on the fair market value of the stock or property at the time of the gift.

If the stock is in a brokerage account:

STEP 1: Contact your broker to have the gifted stock transferred to the Orange Catholic Foundation. Below is the information you will need to proceed with the transfer:

General Information

Official Name: Orange Catholic Foundation
Corporate Tax ID: 33‐0934571 Group #0928
Orange Catholic Foundation Broker:
Kevin Tiber
Farmers and Merchants Bank
302 Pine Avenue
Long Beach, CA 90802
562‐436‐5048

Free deliver to the BMO Harris Bank N.A.: Depository Trust Company: (DTC)# 992
Account #: 74-2082-01-9 Farmers and Merchants Trust Company. F/C 82-60-0011-01-9 OCF

STEP 2: Please Click here to complete the “Authorization for Transfer of Gift Securities” form and forward it to:

Ms. Yolanda Wright
Senior Funds Coordinator
Orange Catholic Foundation
Diocesan Pastoral Care
13280 Chapman Avenue
Garden Grove, CA 92840
email
Phone: 714‐282‐3134
Fax: 714‐282‐3136

Kevin Tiber
Sr. Vice President / CEO
Farmers and Merchants Bank
302 Pine Avenue
Long Beach, CA 90802
Email
Phone: 562‐437‐0011
Fax: 562‐436‐5048

Santa Margarita Catholic High School
Office of Advancement
22062 Antonio Parkway
Rancho Santa Margarita, CA 92688
Phone: 949-766-6080
Fax: 949-766-6040
Email

If the stock gift is in the form of a stock certificate registered in your name(s):

STEP 1: Deliver the stock certificate(s) plus a signed “Authorization for Transfer of Gift Securities” form to the address above. The donor’s or donors’ signature(s) on the Third Party Release form must be notarized for the school to sell the stock. Your tax deduction is the median price of your stock on the date the stock transfers to the Orange Catholic Foundation or the date you deliver your stock certificates to the Orange Catholic Foundation Office.

Please contact the Office of Advancement if we can be of further assistance.

Annual Report

2016-2017 school year

Office of Advancement

The mission of the Office of Advancement is to assist Santa Margarita Catholic High School in achieving its overall mission and strategic goals. We will achieve this by meeting the financial needs of the school through philanthropy and investment by alumni, alumni parents, current parents and friends of SMCHS.

We will encourage all of our constituents to play a dynamic role in providing an excellent Catholic education which develops graduates who are people of faith, skilled life-long learners, healthy individuals and involved citizens of the world.

Advancement Staff

Laurie Beach

Senior Director of Advancement

Elissa Ji

Advancement Assistant

Katie McCurdy

Director of Advancement Operations & Special Events

Ian Rangel

Director of Alumni Relations and Stewardship
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