Planned Giving

Immediate Giving: Donors can also contribute to their DAF and immediately recommend grants to Pacific Ridge School or other charitable organizations, allowing for flexible and efficient charitable giving.

Long-Term Planning: Donors can include Pacific Ridge School as a beneficiary of their DAF assets in their estate plans. Therefore, upon their passing, remaining funds in the DAF can be designated to support the school's mission, serving as a form of planned giving. By including a DAF in their estate plans, donors can ensure ongoing support for Pacific Ridge School while also enjoying potential tax benefits during their lifetime.

A bequest is one of the simplest ways to make a planned gift to Pacific Ridge School. By including a provision in your will or living trust, you can designate a specific dollar amount, percentage of your estate, or residual portion to benefit our school. Bequests are flexible and can be changed anytime if your circumstances or wishes change. Here's an example of language you might use in your will: "I give, devise, and bequeath [specific amount/percentage/residual estate] to Pacific Ridge School, a 501©3 educational organization {Tax ID 86-1061606}, located at 6269 El Fuerte Street, Carlsbad, CA 92009, for its general use and purposes (or for the support of a specific fund or program; however, if said program or fund are no longer viable, applicable, or in existence, then the bequest will support a school priority as determined by the Board of Trustees who will be mindful of the donor's original intent).”

You can designate Pacific Ridge School as a beneficiary of your retirement account, such as an IRA, 401(k), or other qualified retirement plan. This option allows you to support our school while potentially reducing estate taxes for your heirs. And once you reach age 73 you are required to take annual Required Minimum Distributions (RMDs) from your retirement accounts. Contact your retirement plan administrator to obtain a beneficiary designation form and specify Pacific Ridge School as a beneficiary, along with the percentage or specific amount you wish to donate.

Naming Pacific Ridge School as a beneficiary of your life insurance policy is another effective way to support our mission. Depending on your preferences, you can designate our school as either a primary or contingent beneficiary. Contact your life insurance company to make this gift and request a beneficiary designation form. Include Pacific Ridge School {Tax ID 86-1061606}, located at 6269 El Fuerte Street, Carlsbad, CA 92009, on the form, and the percentage or specific amount you wish to donate.

Establishing a charitable trust, such as a charitable remainder trust (CRT) or charitable lead trust (CLT), allows you to significantly impact Pacific Ridge School while also providing potential tax benefits for you and your heirs. Here's a brief overview of each type of trust:

• Charitable Remainder Trust (CRT): With a CRT, you can transfer assets (such as cash, securities, or real estate) to a trust that provides you or your designated beneficiaries with income for life or a specified term of years. After the trust term ends, the remaining assets pass to Pacific Ridge School.
• Charitable Lead Trust (CLT): A CLT allows you to transfer assets to a trust that provides income to Pacific Ridge School for a specified term of years or for the lifetime of individuals. After the trust term ends, the remaining assets pass to your designated beneficiaries. To establish a charitable trust, consult with your financial advisor or estate planning attorney to determine the best approach for your financial and philanthropic goals.