PLANNED GIVING

   Planned gifts are charitable gifts made through your estate. Planning a gift from your estate offers substantial benefits both to you and to the school. 

   A planned gift may take a variety of forms: a simple bequest through your will, designation of a percentage of proceeds from your life insurance or retirement plan, a charitable trust, IRA distribution, or a gift of real estate or personal property. These gifts can provide significant tax benefits to you while strengthening FCS for years to come.

   If you would like to include FCS in your estate plans, we would be happy to provide information and discuss various options available.  

   When making planned giving decisions, we recommend that you confer with your financial planner or attorney to secure the greatest benefit for yourself while helping the school.

Planned Giving Options

Simple Bequest
   A bequest is a gift made through your will or living trust by adding language that describes your wishes. For example:
     --a specific dollar amount
     --a percentage of your estate
     --whatever remains after specific beneficiaries have been paid
     --other options as your advisor recommends

   Sample bequest language can be found here.

Minimum IRA Distribution
   If you must take a minimum required distribution from your IRA, you have the option to direct your IRA administrator, through a simple form, to transfer all or a portion of the required distribution to Friends Community School. In doing so, the amount directed to FCS is not considered income to you by the IRS and may provide you with a significant tax benefit. The administrator of your IRA (such as TIAA, Fidelity, Vanguard, etc.) can provide the form to you. 

Ways of Giving

List of 5 items.

  • Online or By Check

    Convenient, secure online gifts may be made by clicking on the GIVE NOW button on this page. 

    If you would like to pay by check, please make it payable to Friends Community School, with the fund to which you are giving written on the memo line, and mail it to FCS at the address below.
  • IRA, Stock or Mutual Fund Gifts

    A gift through a direct transfer of part of your minimum IRA distribution or appreciated securities may offer you significant tax savings. FCS’s Schwab brokerage account number is #1036-0794. Our DTC number is #0164.
  • Recurring Gifts

    Recurring gifts allow donors to plan their giving over time. You may make a recurring gift to be paid in installments within a single year or over several years. The online giving form makes recurring giving simple by using a credit or debit card or other forms of payment.
  • Corporate Matching Gifts

    Many companies offer a matching gift program; contact your Human Resources Office to see if your company offers such a program.
  • Charitable Gift Annuities, Bequests, and Other Planned Giving

    Planned giving benefits the school and can also provide you or your estate with significant tax and/or income benefits. (Click here for specific language related to estate planning.) FCS offers a number of planned giving options, including charitable gift annuities, charitable trusts, and bequests of cash, securities, insurance, and other assets. FCS’s Schwab brokerage account number is #1036-0794. Our DTC number is #0164.

FCS Advancement

List of 2 members.

  • Danielle Probst 

  • Ileana Trozzo DeLeonibus 

FCS is a 501(c)(3) non-profit organization.
Gifts to the school are fully eligible for tax deduction.
Tax ID: 52-2102196