Gifts of Stock

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  • Gifts of stock offers a tax benefit in two ways.

     First, the donor avoids paying capital gains tax on the increased value of the stock. Second, the donor can take a tax deduction for the full market value of the stock on the date of the gift. For example, if a donor gives one share of stock to Oakcrest that was purchased for $1000 in 1990 and is valued at $1750 today, the donor will avoid paying any tax on the $750 gain from the original investment. Further, he is allowed to claim a tax-deductible gift of $1750.

    You may make a gift of stock by asking your stock broker to transfer the number of shares you would like to donate to Oakcrest. To learn more about how you can make a gift of stock, please email our Advancement Office.

Giving Through Your IRA

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  • Individuals who are 70 ½ or older may make a charitable gift to Oakcrest directly from their IRA.

     This tax-free contribution is a wonderful way to support Oakcrest and our mission. Advantages to donors include:
    • The IRA Charitable Rollover permits you to make donations directly to Oakcrest from your IRA without counting the distribution as part of your adjusted gross income (AGI) and without paying taxes on the amounts donated.
    • You will not need to recognize the distribution as income for federal income tax purposes.
    • The distribution can count towards your minimum required IRA distribution for every year beginning in 2016.
    To Qualify:
    • You must be 70½ or older.
    • Your total combined IRA-Charity Rollover contributions cannot exceed $100,000 in any calendar year.
    • Charitable contributions from an IRA must go directly to Oakcrest and not to a donor advised fund or private foundation.
    • Distributions can only be made from traditional IRA accounts. To use funds in 403(b) plans, 401(k) plans, pension plans, and other retirement plans, they must first be rolled over tax-free to an IRA.
    • Distributions must be made directly from the IRA trustee or administrator payable to Oakcrest.
    • The distributions are made from the IRA tax-free.  There are no corresponding income tax charitable deductions for these amounts.
    To learn more how you can make a gift through your IRA, please email our Advancement Office.

Planned Giving

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  • Remembering Oakcrest in your will or living trust is a way to make a lasting contribution to the Oakcrest community.

    Charitable gifts made to Oakcrest in your will or during your lifetime will support future generations of Oakcrest girls and provide potential income and/or estate tax benefits for you and your estate. Planned gifts to Oakcrest School will educate young women who thrive from an education that develops the whole person–one that encompasses academic excellence and character development, as well as cultural, athletic and community service opportunities. 

    Simply contact your attorney and ask him/her to add the following language to your will or living trust: “I give, devise and bequeath to Oakcrest School (Tax ID: 52-1182755) 1619 Crowell Rd., Vienna, VA (insert specific dollar amount, percentage, or residue of my estate) for its general use and purpose.  

    As Oakcrest is a tax-exempt 501(c)(3) not-for-profit organization, a planned gift to the school may be completely free of estate tax.  To learn more how you can make a gift through planned giving, please email our Advancement Office.

Matching Gifts

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Memorial Gifts & Funds

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