Thank you for considering a gift to St. Anne School!
St. Anne is an independent school which operates on tuition and charitable gifts. Since St. Anne was founded in 1992, the school has relied on the generous contributions of families and friends. We encourage you to continue this legacy of generosity by giving a gift to St. Anne School commensurate with your financial ability. We realize that giving is a highly personal matter. All gifts, no matter the size, are welcome and appreciated by our school. Here are some of the ways you can make a gift:
Cash or Credit Card
Most of the gifts that St. Anne receives are cash contributions;however we are also able to accept donations with a credit card. Please make checks payable to St. Anne School and mail to 32451 Bear Brand Road, Laguna Niguel, CA. 92677. You can charge your contribution to your credit card by calling the school at (949) 276-6707. Credit card gifts are an easy and convenient way to contribute to St. Anne, and you may earn rewards from your credit card provider. St. Anne accepts MasterCard, VISA, Discover and American Express.
Matching Gift
Increase your gift! Many employers offer matching gift programs to encourage employees to support the nonprofit organization of their choice. Specific details about your employer’s matching gift program can be obtained from your employer’s Human Resources department.
Gifts-In-Kind
Donations of items relevant to our current educational programs and in good condition are welcome. The donor determines the gift valuethrough an appraisal or record of purchase.
Stocks or Appreciated Securities
Donors can make sizable contributions to St. Anne Schoolthrough the gift of appreciated stocks, bonds or mutual funds. Donors may realize tax savings by transferring these to the school prior to the sale and may receive a tax deduction based on the fair market value of the stock or property at the time of the gift. Capital gains on the amount of appreciation may be avoided.
In order to transfer stock to St. Anne, please contact your broker and ask them to transfer a specific type and number of shares to the St. Anne account at Wedbush Morgan Securities.
Wedbush Morgan Securities
Alicia Williams, 949-719-3216
610 Newport Center Drive
Suite 1300
Newport Beach, CA. 92660
Account # 7763 5433
St. Anne School Account DTC 0103
If you wish to transfer a physical stock certificate, please notify the school Development Office at (949) 276-6707, and we will help set up an appointment for you to bring the certificate to Wedbush Morgan Securities.
Tributes or Memorials
Make a donation in honor of a friend, family member or associate for birthdays, anniversaries or as a holiday gift. Another way to commemorate a special occasion is to make a tribute honoring a teacher or staff member. Whatever the occasion, your thoughtfulness will be acknowledged to the person or family you are honoring.
Planned Gifts
Planned giving allows donors to provide a gift to St. Anne Schoolwhile fulfilling his or her own financial goals. A number of planned gift vehicles exist for donors to make a gift to St. Anne over time. Some of these include remainder trusts, life insurance and annuities. There are tax advantages that can be gained through these gifts.
Real Estate
Gifts of real estate including personal residences, vacation homes, commercial properties and unimproved land may provide tax benefits for the donors while providing support for the school. There may be capital gains tax benefits to the donor if the unencumbered real estate is transferred to St. Anne prior to its sale.
The information on this site is not intended as legal, tax or investment advice. For such advice, please consult an attorney, tax professional or investment professional.