Smart Ways to Give Back

Your support goes to work immediately, helping to ensure that one more Brandeis student graduates as a passionate, engaged citizen prepared to meet the future. Each gift has an enormous impact on students, faculty and the mission of Brandeis Marin.  

See if your employer will match your donation!

Planned giving can cost nothing during your life, and yet, be such a powerful way to support Brandeis Marin and its students.  Those who include Brandeis Marin in their estate plan with a gift of any size are invited to join the Visionary Circle. Planned gifts not only provide for the long-term welfare of Brandeis Marin, they can also provide donors with valuable tax and income benefits during their lifetimes. 

It’s easy
By adding just one sentence to your will or living trust you can complete your gift to Brandeis Marin. This type of donation to Brandeis helps ensure that we continue our legacy of Jewish education and culture for years to come. "I give to Brandeis Marin, a nonprofit corporation currently located at 180 N. San Pedro Road, San Rafael, CA 94903, or its successor thereto, ______________  [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

Legal Name: Brandeis Hillel Day School-Marin
Brandeis Marin Tax ID: 501(c)(3) 47-1253063

Planned Giving Form

Gifts of Appreciated Stock to Brandeis Marin

If you would like to give via securities, please follow the instructions below, and thank you in advance for your generosity.  First, notify the school of your intention and then instruct your broker to transfer the stock to the Brandeis School account at Charles Schwab. Provide the name of the stock and the number of shares being transferred. Also, state your intention to donate the shares to Brandeis Marin.

DTC Instructions for stock transfers:

TD Ameritrade Institutional
DTC # 0188
TD Ameritrade account #:936-058069
Account Name: Brandeis Hillel Day School - Marin
TMS Tax ID number: #94-3308179

If you are gifting a mutual fund, your broker will need to contact TD Ameritrade’s transfer department to receive the specific house account number (fund-specific house account number). Please also ask your broker to advise our broker at Beacon Pointe, Michael Ho. Thank you!

Michael Ho
949-718-1638
mho@beaconpointe.com

Barbara Harris, Director of Advancement, bharris@brandeismarin.org
Brandeis Marin
180 North San Pedro Road
San Rafael, CA 94903
Phone: 415-472-1833 x112

Legal Name: Brandeis Hillel Day School-Marin
Brandeis Marin Tax ID: 501(c)(3) 47-1253063

Did you know that you can give Brandeis Marin the gift of real estate while still living in your home?  It is an inventive way for those who wish to enjoy a sizable income tax deduction, continue to live in their home for the rest of their lives, and deed over their property to the school. No money changes hands and nobody has to move. It's the contributor's commitment to a cause or legacy he/she believes in that earns the deduction. 

If you are interested in making a real estate donation to Brandeis Marin, please reach out you can contact Barbara Harris, Director of Advancement, Brandeis Marin, 180 North San Pedro Road, San Rafael, CA 94903, Phone: 415-472-1833 x112 or bharris@brandeismarin.org.

Legal Name: Brandeis Hillel Day School-Marin
Brandeis Marin Tax ID: 501(c)(3) 47-1253063

The IRA Charitable Rollover allows taxpayers age 70½ or older to transfer up to $100,000 annually from their IRA accounts directly to charity without first having to recognize the distribution as income.

How It Works

• If you are 70½ or older, you can give up to $100,000 directly from your IRA to charities such as Brandeis Marin.

• The transfer generates neither taxable income nor a tax deduction, so you still benefit even if you do not itemize your tax deductions.

• If you have not taken your required minimum distribution for the year, your IRA charitable rollover gift can satisfy all or part of that requirement.

• The transfer may be made in addition to any other charitable giving you have planned.

• If you made a gift to a qualified charity of up to $100,000 directly from your IRA in 2019, your gift will qualify under the law.

• The gift needs to be made by Dec. 31, 2019, if you want your gift to qualify this year.

To learn more about IRA Charitable Rollovers, visit the nonprofit website Council on Foundations.

If you have already made a qualifying gift in 2019, contact your advisor to make sure your gift is properly reported on your 2019 income tax returns. If you are interested in this unique opportunity to help further our mission, or if you have any questions, please feel free to contact:

Barbara C. Harris
Director of Advancement
bharris@brandeismarin.org
415-472-1833

Legal Name: Brandeis Hillel Day School-Marin
Brandeis Marin Tax ID: 501(c)(3) 47-1253063

Donor Advised Funds

Think of a donor advised fund (DAF) like an investment account or private foundation that manages your charitable giving without the expense or hassle. It’s a tax-effective way to accrue, consolidate, and distribute your assets for your favorite charity like Brandeis Marin! Donor-advised funds are managed by sponsoring organizations, which are themselves 501(c)(3) tax-exempt organizations. 

The philanthropic research database, Guidestar explains the steps in this way:

1. A donor contributes to a DAF and takes an immediate tax deduction. The charitable assets now legally belong to that DAF’s sponsoring organization. The donor, and other named individuals, often become a DAF advisor.

2. The DAF advisor can recommend how the assets in the DAF are invested; proceeds grow tax-free.

3. The DAF advisor can recommend grants to the nonprofits he or she wishes to support. The sponsoring organization will conduct due diligence and, if that research shows the organizations are eligible to receive tax-deductible contributions, issue the grants to the charities.

Currently, Brandeis Marin receives many gifts from school parents and the community from funds that include but are not limited to:

• Jewish Community Federation

• Fidelity Charitable

• Charlies Schwab

• BNY Mellon

If you have questions about Donor Advised Funds you can contact Barbara Harris, Director of Advancement, Brandeis Marin, 180 North San Pedro Road, San Rafael, CA 94903, Phone: 415-472-1833 x112 or bharris@brandeismarin.org.

Legal Name: Brandeis Hillel Day School-Marin
Brandeis Marin Tax ID: 501(c)(3) 47-1253063