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Giving

Ways to Give

 
Hillbrook is fortunate in its friends. Many generous families and individuals help support the institution, both now and for the future. It is because of the support we receive that Hillbrook is able to continue educating children in the Silicon Valley with innovative methods, experienced faculty, and unique opportunities. We thank all those donors and strive to make giving options both flexible and convenient.

There are three fundraisers that happen each year: the Annual Fund, Auction, and Walkathon. The donations raised during these events supports the running of the school, endowments for teachers' summer fellowships, and financial aid. If you would like to give outside of those events, we have outlined several ways below.

Give Online

Cash/Checks
These donations are made through a single payment or a pledge over several months or years. Use our online giving tool or send a check payable to Hillbrook School to our Advancement Office.

Credit Cards
Hillbrook accepts donations through Visa and MasterCard. Make your gift or pledge online, or contact the Advancement Office with your card information.

Employer Matching Gifts
Many companies match gifts made by employees to charitable organizations such as Hillbrook. The matched gift counts on your Hillbrook giving record, and your company receives recognition in the Annual Report. Visit our Matching Gift page to see if your company participates. Check with the human resources department at your company to determine if they match gifts and follow their procedures to ensure the donation is made. Cathy Carlson or Kristina Nakagawa can help process the paperwork or answer any questions you may have.
 
Stock
A stock gift to Hillbrook School may give the donor an income tax deduction and avoid capital gains tax, thereby reducing the donor's after-tax cost of the donation. We encourage you to check with your financial advisor to understand the full advantage of these possible savings.

Tax savings may be achieved in two ways:
  • First, you pay no capital gains tax on a transfer of stock to PVSF.
  • Second, you may receive an income tax charitable deduction for the full fair market value of the stock on the date of the gift (assuming you have held the stock longer than 12 months).
To donate stock fill out the stock transfer information form and contact Merrill Lynch at the contact provided on the form.

Please contact Cathy Carlson with any questions.

Designate Hillbrook as a beneficiary of your retirement funds or insurance policies
Naming Hillbrook as a beneficiary of your retirement funds or as the owner or beneficiary of a life insurance policy is a good way to make a large donation to the school at nominal cost to you.

Bequests and Planned Gifts
A planned gift is a lasting investment in Hillbrook School, advancing our mission and ensuring our ability to respond to the challenges we will face in the future, as we have for over 75 years.

Some of the most popular ways to make a legacy gift:

A gift through your will or living trust is one of the most effective ways to provide for Hillbrook's future. You may wish to leave Hillbrook
* a stated dollar amount
* a percentage of your residual estate (what remains after debts, expenses, taxes and specific bequests have been paid for) or
* a specific asset, such as securities or other marketable property

A gift to Hillbrook School in your will or living trust allows you to retain your assets during your lifetime. In addition, your estate, if large enough to pay estate taxes, would benefit from a charitable estate tax deduction. A portion of all gifts is used for administrative and fundraising expenses. We strive to keep these as low as possible.

Your attorney may request the following information:

LEGAL NAME: Hillbrook School

ADDRESS: 300 Marchmont Dr. Los Gatos, CA  95032

TAX ID # 94-0382325

NON-PROFIT STATUS: 501 (c) 3 non-profit corporation established in California

This sample language may be of assistance:

"I give and bequeath to Hillbrook School, 300 Marchmont Drive, Los Gatos, CA 95032 the sum of ______Dollars ($_______) to be used for general charitable purposes."
or
"I give and bequeath to Hillbrook School, 300 Marchmont Drive, Los Gatos, CA 95032 ______% of the rest, residue and remainder of my estate, to be used for general charitable purposes."

We hope that you will let us know when you have named Hillbrook School in your will or trust so that we may thank you and include you in our Circle of Giving. Please contact the Hillbrook School Planned Giving Office:

Cathy Carlson
408-356-6116 x505
ccarlson@hillbrook.org

This posting is intended to provide general information, not legal or tax advice. We recommend consulting with your lawyer or financial advisor about your individual circumstances.




Advancement Office
Cathy Carlson
Director of Annual Giving & Alumni Relations
408-356-6116 x505

Joe Connolly
Director of Institutional Advancement
(408) 356-6116 x305

Christine Thorpe
Advancement Associate / Asst. to Head of School
408-356-6116 x573

Kristina Nakagawa
Advancement Associate
408-356-6116 ext.330
 
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