PLANNED OR LEGACY GIVING

A planned or legacy gift may take a variety of forms: a simple bequest through your will, designation of a percentage of proceeds from your life insurance or retirement plan, a charitable trust, IRA distribution, or a gift of real estate or personal property. These gifts can provide significant tax benefits to you while strengthening FCS for years to come.

If you would like to include FCS in your estate plans, we would be happy to provide information and discuss various options available.  

When making planned giving decisions, we recommend that you confer with your financial planner or attorney to secure the greatest benefit for yourself while helping the school.

Planned Giving Options

Simple Bequest
   A bequest is a gift made through your will or living trust by adding language that describes your wishes. For example:
     --a specific dollar amount
     --a percentage of your estate
     --whatever remains after specific beneficiaries have been paid
     --other options as your advisor recommends

   Sample bequest language can be found here.

Minimum IRA Distribution
   If you must take a minimum required distribution from your IRA, you have the option to direct your IRA administrator, through a simple form, to transfer all or a portion of the required distribution to Friends Community School. In doing so, the amount directed to FCS is not considered income to you by the IRS and may provide you with a significant tax benefit. The administrator of your IRA (such as TIAA, Fidelity, Vanguard, etc.) can provide the form to you. 

Ways of Giving

List of 5 items.

  • > Donor-Advised Funds (DAFs)

    A Donor-Advised Fund (DAF) is a simple and tax-efficient way to give to Friends Community School. It allows donors to contribute to a charitable investment account, receive an immediate tax deduction, and then recommend grants over time to support causes they care about.

    Use our EIN: 52-2102196 to direct your gift and make an immediate impact.
  • > Sustainable Giving

    Recurring gifts allow donors to plan their giving over time. You may make a recurring gift to be paid in installments within a single year or over several years. The online giving form makes recurring giving simple by using a credit or debit card or other forms of payment.
  • > IRA, Stock or Mutual Fund Gifts

    Consider making a gift through a direct transfer of a portion of your minimum IRA distribution or appreciated securities—this may provide significant tax benefits.

    To proceed, please instruct your broker to transfer shares as follows:
     
    U.S. Bank N.A.
    Institutional Code and Bank Agent #12278
    DCT Wire #2803
    For deposit into Account #10996-01-J
    Friends Fiduciary Corporation
    Quaker Growth & Income Fund Participant Income Account
     
    U.S. Bank N.A.'s address is:
    800 Nicollet Mall
    Minneapolis, MN  55402
  • > Corporate Matching Gifts

    Many companies offer matching gift programs that can double—or even triple—your impact! Use our Double the Donation tool to see if your employer participates, but be sure to check with your HR department as well, as not all companies may be listed in the system. Your generosity, combined with your employer’s support, can make an even greater difference for Friends Community School!


    Matching Gift and Volunteer Grant information provided by
    Powered by Double the Donation
  • > Charitable Gift Annuities, Bequests, and Other Planned Giving

    Planned giving benefits the school and can also provide you or your estate with significant tax and/or income benefits. (Click here for specific language related to estate planning.) FCS offers a number of planned giving options, including charitable gift annuities, charitable trusts, and bequests of cash, securities, insurance, and other assets. 

    To proceed, please consult your financial advisor or attorney to determine the best planned giving option for you and ensure your gift aligns with your financial and philanthropic goals.

FCS Advancement

List of 1 members.

  • Ileana Trozzo DeLeonibus 

    Fundraising Manager
    301-441-2100, ext. 116
    Bio
FCS is a 501(c)(3) non-profit organization.
Gifts to the school are fully eligible for tax deduction.
Tax ID: 52-2102196


Located in College Park, MD, Friends Community School is a progressive Quaker K-8 day school, founded on the belief that every child is a valued member of our community. We offer a challenging curriculum imbued with strong values of equality, integrity, community, environmental stewardship, simplicity and peaceful conflict resolution, rooted in our Quaker heritage.
Friends Community School
5901 Westchester Park Drive
College Park, Maryland 20740
301-441-2100