Waldorf School of Orange County is sustained and enriched through gifts made by parents, grandparents, alumni, faculty and staff, and friends. This support ensures that our school will be able to continue to offer the most relevant and inspiring education to children today and for many years to come. Your support enables our school to recruit and retain talented, dedicated teachers, support a full Waldorf curriculum, provide tuition assistance, and maintain and enhance our campus.
All independent schools rely on extra support above and beyond tuition and fees. This is because the real cost of educating our children and giving them a solid cultural and academic foundation is more than the cost of tuition. The rich, full Waldorf Education we provide requires generous tax-deductible gifts to preserve our offering of a vibrant and diverse curriculum to as many students as possible.
- 1: Annual Giving
Annual Giving contributions are essential to the day-to-day operations of the school, as tuition does not cover the full cost of a Waldorf education. Your gift will help underwrite everything that facilitates the teaching in the classrooms, like instructional materials and equipment, facilities and utilities, and faculty and staff salaries.
Click here to learn how you can support the Annual Giving Campaign.
- 2: Special Events
- 3: Capital Campaign
In September 2009 we signed a 15 year lease with the Newport Mesa Unified School District allowing us to put our roots a little more permanently into our current site. Capital Campaign funds will be used for the improvement and expansion of our school site.
Click here to learn more about the Capital Campaign.
- 4: Other financial gifts
Endowed Gifts are truly gifts that keep on giving. Money is permanently invested, with only the interest spent. The capital remains untouched, providing fiscal stability for years to come.
Planned Gifts are a wonderful way to make a difference in the lives of children. There can be many tax advantages depending on the kind of gift you establish and many ways to give that offer benefit to the donor during their lifetime.
What is planned giving?
Planned giving allows you to help secure the financial future of this fine institution that you love. While the primary purpose of this type of gift is to support WSOC, its secondary purpose may be the financial benefits to you and your family. A planned gift means that WSOC will receive the gift at some time in the future, often after the donor has received lifetime income from the plan.
What are the options for planned giving?
There are a variety of opportunities to make a charitable gift to WSOC.
The simplest form of planned giving is through a bequest in your will. Bequests are exempt from estate taxation and allow for a much larger gift to be made than might be possible during your lifetime. A bequest can be property, a fixed dollar amount, a percentage of your estate, or the remainder after other recipients are named. Bequests can be made when creating a new will or adding to an existing will.
Charitable gift annuity
Gift annuities are simple. You support WSOC by making a gift of cash, marketable securities or other property. In exchange, you receive a fixed income for life based on the suggested annuity rates set forth by the American Council on Gift Annuities. A portion of the income paid to you will be tax-free.
Charitable remainder trusts
CRT's are trust arrangements established by you to provide lifetime income to you or a beneficiary with WSOC as the final trust beneficiary. Due to their significant tax advantages, the IRS regulates CRT's. Each trust has its own requirements and offers unique financial and tax advantages.
Charitable lead trusts
CLT's are trust agreements established by you to provide a future gift to a beneficiary at a predetermined time. You place the assets in a trust for a specified period of time. Earnings go to WSOC during the life of the trust. The principal goes to your beneficiaries when the trust terminates. Each trust has its own requirements and offers unique financial and tax advantages.
Other planned gifts
Other options include life income trusts and gifts of life insurance and retirement plan benefits.
How do I set up a planned gift?
Please consult your personal financial advisor for details and advice on planned giving.
Please contact the School, to discuss in further detail.