Ways to Give
Tax ID: 94-1605790
You can make a gift online to a designation of your choice and honoring a family member or loved one, if you wish. Pay with credit card using this secure online form.
Make a Campaign Pledge
A multi-year pledge enables you to maximize the impact of your campaign commitment. A payment schedule of 3-5 years is encouraged to help families fulfill their desire of making a most meaningful gift.
To inquire about Campaign pledges, please contact Sheila Gilchrist, Campaign Director, at 925.686.5353 x330 or SGilchrist@carondeleths.org
Give by Mail
Make checks payable to Carondelet High School and mail to Carondelet High School, 1133 Winton Drive, Concord, CA 94518.
Please include a note indicating how you wish to be recognized and whether the gift is made in memory or honor of a family member or loved one.
When making gifts in late December, note that the IRS considers the postmark on the envelope in which the check is enclosed to determine the tax year for which the gift may be deductible.
Your employer may be one of the hundreds of companies that match their employees’ gifts to educational institutions. If so, your gift to Carondelet could be doubled or even tripled. Some companies also match their retirees’ gifts.
Click here to learn whether your employer participates in matching gifts.
Carondelet High School’s Federal tax-exempt number is 94-1605790. Our accrediting agency is the Western Association of Schools and Colleges.
For donor recognition purposes, Carondelet credits Matching Gifts toward donors’ annual giving total.
United Way and Workplace Campaigns
Designate Carondelet High School as the recipient of your United Way or other workplace campaign gift.
Carondelet’s Bay Area United Way payee number is 761411.
Giving Stocks and Other Securities
Giving publicly traded securities to Carondelet is easily done and tax-wise. When you give stocks, bonds, or mutual fund shares that you have held for a year or longer, the IRS allows you to give without recognizing capital gains on the appreciation.
The recent sharp rise in the secuirites markets make this an ideal time to make stock gifts while reducing tax obligations. Mike Barry, a Carondelet trustee and parent of two alumnae, explains how.
How to make a stock gift
Transfer of ownership is managed electronically between your broker and the School’s broker, Morgan Stanley.
Your broker will need the following information to complete the transfer:
Broker: The North Bay Group, Morgan Stanley Wealth
Management Phone: 415.482.1505
Account Name: Carondelet High School
Account Number: 528-113572
Once you have instructed your broker to make the transfer, please contact Elle Robinson, Director of Development at 925.686.5353 x194 or email@example.com to inform the school of the name of the stock, number of shares, and how you wish to be recognized.
Your broker will be able to provide a value for tax-deduction purposes. Carondelet will value your donation at the median sales price on the day the gift is given.
Bequests and Other Planned Gifts
You can leave a lasting legacy for future generations of Carondelet students by adding a bequest designation to Carondelet to your will or trust.
In addition, some estate planning vehicles, such as gift annuities, can provide lifetime income and significant current, future or estate tax savings. Your financial or estate planning advisor can help create a plan that will allow both you and the School to benefit from your generosity
The legal name of the School is Carondelet High School. The address of the School is 1133 Winton Drive, Concord, CA 94518. The School’s taxpayer identification number is 94-1605790.
For more information, please contact Elle Robinson, Director of Development, at 925.686.5353 x194 or erobinson@CarondeletHS.org.