Planned Giving - Questions?

We are pleased that you have an interest in learning about the many benefits of making a Planned Gift. If you have any questions about the best way for you to benefit through a planned gift, please call the Development Office at (818) 346-7510.

Stocks & bond gift language

Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to Louisville High School. There are two ways to make such a gift:
 
By certified mail - If you hold securities in certificate form, you will need to mail two envelopes separately to complete your gift. In the first envelope, place the unsigned stock certificate(s). In the other envelope, include a signed stock power for each certificate. You may obtain this power from your broker or bank. Please remember to use certified mail.

By electronic transfer - Please contact us at giving@louisvillehs.org for instructions on how you can transfer stock or bonds from your brokerage or investment account to Louisville High School.

*There are special rules for valuing a gift of stock. The value of a charitable gift of stock is determined by taking the mean between the high and low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift.

RETIREMENT PLAN BENEFICIARY LANGUAGE

Naming us as the beneficiary of a qualified retirement plan asset such as a 401(k), 403(b), IRA, Keogh or profit-sharing pension plan will accomplish your charitable goals while realizing significant tax savings.  It can be costly to pass such assets on to heirs because of heavy tax consequences.  By naming Louisville High School as a beneficiary of all or a percentage of your retirement plan, you maintain complete control over the assets while living, but at your passing the remaining assets pass to Louisville free of both estate and income taxes.
 
Making a charitable gift from your retirement plan is easy.  Simply fill out a change of beneficiary form from your plan administrator and notify us.  We can also assist you with the proper language for your beneficiary designation to Louisville.

RESIDUAL BEQUEST LANGUAGE

A residual bequest comes to us after your estate expenses and specific bequests are paid:
“I give and devise to Louisville High School, located in Woodland Hills, California, all (or state a percentage) of the rest, residue and remainder of my estate, both real and personal, to be used where it determines the need is greatest (or for the support of a specific fund or program).”

LIFE INSURANCE POLICY AND DAF BENEFICIARY LANGUAGE

As with retirement plans, naming Louisville High School as the beneficiary of a life insurance policy or your donor-advised fund is as simple as filling in a change of beneficiary form from your plan/fund administrator. Be sure to let us know you have named us as the beneficiary so we can contact the insurance company or fund at the appropriate time and put your gift to work as you intend.

Louisville High School

22300 Mulholland Drive
Wo
odland Hills, CA 91364
(818) 346-8812
Fax (818) 346-9483