Ways to Give

There are a number of ways to give to New City School! The way you structure your gift might allow you to receive substantial tax savings, or enable you to make a larger total gift than you initially thought possible. Please consult with your attorney, accountant, or tax advisor to determine the appropriate option(s) for your personal and financial situation. The information below is not intended as legal, professional, or tax advice.

New City School is a 501(c)(3) tax-exempt organization. Our Federal Tax ID number, also known as an Employer Identification Number (EIN), is 43-0915883. Contributions to New City School are tax-deductible as allowed by law.

Please contact the Advancement Office with any questions or for more information about ways to give: advancement@newcityschool.org

Credit Card

Cash or Check

Please make sure your check is dated (and envelope is postmarked, if mailed) by December 31 to ensure that your donation is tax-deductible for that year, even if New City School does not receive it until early the next year.

Mail your check (payable to New City School) to 5209 Waterman Blvd, St. Louis, MO 63108.

Contact Dee Harvill, Director of Advancement, with any questions about giving by cash or check.

Matching Gift

You can increase or even double your contribution through a Corporate Matching Gift Program. Many companies match their employees’ (and sometimes retired employees’) charitable contributions. Contact your Human Resources Department about Matching Gift paperwork and include the documentation with your donation. Donation recognition is calculated based on the total gift, including the match. (Please note, Matching Gifts do NOT increase your charitable deduction.

Appreciated Securities

A gift of appreciated securities provides greater tax savings than a gift of cash with two significant advantages. When you donate appreciated securities or mutual funds you can reduce or even eliminate federal capital gains taxes on the transfer. You may also be entitled to a federal income tax charitable deduction based on the fair market value of the securities at the time of the transfer.

To do this, the stock generally must have been held long-term (for one year or more). Your gift must be transferred by December 31 to be tax-deductible for that year. Gifts of appreciated securities are fully deductible up to a maximum of 30% of your adjusted gross income. Anything more can usually be carried forward and deducted over a maximum of five subsequent years.

Contact Dee Harvill, Director of Advancement, for further instructions for gifting appreciated securities. Gifts of stock often transfer anonymously into the New City School brokerage account, without indication of the donor or broker of origin. Your advance notice, including the number of shares and name of security, allows us to process your gift promptly and provide the proper receipts for your tax records.

Stock Transfer Instructions

Vanguard Brokerage Services DTC Number: 0062
Brokerage Account Name: The New City School Inc.
Brokerage Number: 57449012
New City School Federal Tax ID: 43-0915883
Contact: Institutional Brokerage Services, 877-662-7447

Retained Income

A trust can provide you with a charitable deduction now, plus income for you and/or New City School during your lifetime. This impactful gift can be especially appealing by increasing the income you receive from low-yielding stocks. The income can be distributed to you, your spouse, or other designee, after which the assets are distributed to New City School.

Contact Dee Harvill, Director of Advancement, with any questions or for more information about donating through retained income.

An easily established trust can provide you with a charitable deduction now, plus income for you and/or New City School during your lifetime. This meaningful gift can be especially appealing by increasing the income you receive from low-yielding stocks. The income can be distributed to you, your spouse, or other designee, after which the assets are distributed to New City School.

Contact Dee Harvill, Director of Advancement, with any questions or for more information about donating through retained income.

Planned Gift

A Planned Gift, or bequest, is a future gift made through a donor’s will that takes effect at or after their passing. With a Planned Gift, gift and estate taxes are both avoided, and the donor does not have to part with any property or assets until after death. Distributions can be made at a specific dollar amount or as a percentage of the estate. Planned Gifts are often more significant than those made during the donor’s lifetime.

Contact Dee Harvill, Director of Advancement, with any questions or for more information about making a Planned Gift. If you have already included New City School in your estate plans, please let us know so that we can recognize your forethought and generosity.