Please provide your relationship or affiliation to the school with your donation. If you are a student, alumni, parent, sibling or other related family member, please provide the student name and class year where possible. The Maplebrook Annual Fund calendar runs from July 1st to June 30th each year.
Cash gifts are the most common form of support to Maplebrook. Checks should be made payable to Maplebrook School and sent directly to 5142 Rte. 22, Amenia, New York. Visa and MasterCard may also be used for making your contribution to the School. Your gift will be credited the day you give us your credit card number and expiration date. Please contact the School by telephone, mail or e-mail as noted below.
Pledges
Donors who wish to contribute to Maplebrook School, but do not wish to make an immediate payment may make a pledge of support. A pledge is a promise to make a specified payment or payments within a defined period of time. If you would like to make a pledge to the Annual Fund or for another purpose, mail notification of your pledge directly to the Development Office or e-mail your intentions to Development at (e-mail link listed below). Your pledge will be recorded upon receipt. You will receive an acknowledgement of your pledge, and pledge reminders will be mailed to you periodically. All annual fund pledges must be paid by June 30th in order to be credited in the current fund year.
Securities
Gifts of highly appreciated stock or securities benefit the donor and the School. This type of gift is a tax-deductible contribution and the donor may avoid paying capital gains tax on the appreciated stock or security. Stock may be donated electronically via the phone or stock certificates may be signed over to Maplebrook School Inc. Your financial advisor and the Development Office can provide information and assistance for this type of giving. You may transfer gifts of securities into the School's account. Please contact Kenneth Hale, Business Manager, at (845)-373-9511 for the necessary information to make such a transfer.
Please Note: It is extremely important that the donor notify the school when transferring securities into the School's account. Securities cannot be sold until the donor has been identified. Additionally, your name and address are required for tax deduction and acknowledgement purposes.
Corporate Matching Gifts
Many corporations offer matching gift programs to their employees and their families. Matching gift support often doubles or triples your gift, and all matching support is credited to you. Please obtain a matching gift form from your company's human resource office, complete the necessary information, and mail it to the Development Office as noted to the left. We will then certify the receipt of the gift and return the form to your company.
Gifts-in-Kind
Items and collections of value may be contributed directly to Maplebrook. The contribution of these items may provide the donor with a tax deduction when the value of the gift has been clearly determined. Items with an estimated value of $5,000 or more require an appraisal by a qualified appraiser, the cost of the appraisal to be borne by the donor. Items of lesser value do not require an appraisal but written authentication of the value is necessary. Maplebrook and the donor may jointly agree that the donated item or items will remain with the school but, in some instances, the gift will be sold by the school. Maplebrook School welcomes gifts-in-kind, but reserves the right to refuse such gifts.
Memorial and Honor Gifts
Each year Maplebrook receives many gifts in memory of alumni, students, faculty, parents, etc. Gifts may also be made to honor living individuals. These gifts will be printed in the Annual Report and notification of individuals and relatives will be made by the Development Office.
Planned Giving
Planned gifts are sometimes referred to as deferred gifts. Planned giving enables you to arrange charitable contributions in a manner that maximizes your personal objectives while minimizing the after-tax cost. Bequests, gifts of real estate, tangible personal property, and gifts in trust which produce interest income are of great value to the School and may provide many advantages to the donor. You are urged to consult with your tax and legal advisors for a full discussion of the tax implications of particular gift plans.
Bequests
Gifts by will bequest build the School’s endowment and provide a stream of operating income for future years. Charitable bequests may specify a dollar amount or a percentage of your residual estate. In each case, the amount of the gift is excluded from the valuation of your estate for estate tax or inheritance tax purposes.
Life Income Gifts
In making a significant gift to Maplebrook School, you may commit to the gift now but may delay the School’s possession and use of the gift until your death or that of the final beneficiary. Charitable Remainder Unit Trusts and Charitable Annuity Trusts offer the satisfaction of making a gift to Maplebrook while retaining income from the principal for your personal use. These irrevocable trusts qualify for special tax consideration.
Life Insurance
You can name Maplebrook as the primary beneficiary of a life insurance policy. This would enable you to retain ownership of the policy and have access to the policy’s cash value. This type of gift can reduce your estate tax liability.
Should you wish a more immediate tax benefit, you may elect to name Maplebrook as the owner of the policy. This would be an irrevocable assignment of all rights in the insurance policy to Maplebrook. You would be allowed an immediate federal income tax charitable deduction.
Charitable IRA Rollover
Charities and foundations are created and sustained by people who want to give their resources to solve problems and enrich their communities. Recognizing this, lawmakers recently enacted a provision intended to encourage increased charitable giving by rewarding Americans who make donations to charitable organizations. During 2006 and 2007, the Charitable IRA Rollover permits taxpayers age 70 1/2 and older to make tax-free charitable gifts totaling up to $100,000 per year from traditional Individual Retirement Accounts (IRA) and Roth IRAs.
How does the IRA Rolloever work? Taxpayers age 70 1/2 and older are required to make annual distributions from their retirement accounts. The distributions are included in the taxpayers' adjusted gross Income (AGI), and taxpayers pay taxes on them. The Charitable IRA Rollover permits taxpayers to make donations directly to charitable organizations from their IRAs without counting them as part of their AGI and, consequently, without paying taxes on them. Please consult your accountant/attorney for further information.
Charitable Lead Trust
This type of trust provides for a gift of payments from the trust property to Maplebrook School for a term of years, after which the property reverts to you or passes to a non-charitable beneficiary designated by you. The charitable lead trust, depending upon the manner in which it is structured, can significantly reduce or even eliminate either the gift or estate tax.
Residence or Farm
You may give a personal residence or farm to Maplebrook School while retaining the right to occupy the residence or operate the farm. This type of gift provides an income-tax charitable deduction that frees up tax dollars into spendable income without causing any disruption to your lifestyle. It also permits you to escape any potential capital-gain tax on the built-in appreciation.
A single-family dwelling, condominium, vacation home, or stock owned by you as a tenant-stockholder in a cooperative housing corporation qualifies as a personal residence if used each year by you.
CONTACT DEVELOPMENT / ADVANCEMENT
To learn more about ways of giving to Maplebrook School
Director of Development/Advancement
Lori Hale
Maplebrook School
5142 Route 22
Amenia, New York 12501
Phone: (845) 373 - 9511 extension 256
Fax: (845) 373 - 7754
E-mail: development@maplebrookschool.org
