Ways to Give

ACH Draft Authorization Form (PDF)
If you are unable to access PDF forms, please contact the Office of University Advancement at 800.752.8568 and a copy can be faxed to you.

As you think about your future, consider leaving a personal legacy to Cole Valley Christian Schools. By making a planned gift, your legacy will become part of the school’s future. It will serve as a permanent reminder of your generosity to and love for CVCS.

Gift Planning site »

A donor may make a gift to Cole Valley Christian Schools by sending a personal check payable to CVCS. Checks may be mailed to:

CVCS: Attn Advancement
200 E Carlton Ave
Meridian, ID 83642

Donors may make a gift to CVCS with Visa, MasterCard or American Express cards by calling the Director of Development, Wayde Hamby 

If you work for a company that matches charitable contributions from employees, you may be able to double or even triple the value of your gift. Forms are available through your company’s human resources department.

EIN: 86-2425049

To ensure proper crediting and distribution of your gift, or if you have any questions regarding matching gifts, please contact:

Wayde Hamby
Wayde.Hamby@cvcsonline.org
208-947-1212 x 

To assure proper crediting and distribution of your gift, please ask your broker to note your name on the gift.

Electronic Transfer:

Send Shares To:
Wells Fargo Advisors
Account Number: 8995-7536 | DTC# 0141
380 Knollwood St., Suite 340 | Winston-Salem, NC 27103
[In the name of Cole Valley Christian Schools]

To contact our broker at Goodson & Nichols Financial Group:
Please call Crystal Diamond, Sr. Registered Client Associate, at
336.721.4221 or email crystal@gn-fg.com.

[CVCS Tax ID number is 86-2425049]

We also ask that you contact Wayde Hamby in the Donor Services Office at the school to
inform her of the stock you will be sending, the number of shares or approximate dollar
amount, and your preferred gift designation.

Contact: Wayde Hamby
Wayde.Hamby@cvcsonline.org
Phone: 208-947-1212 X 

Mail:

CVCS Advancement
Gift Administration
200 E. Carlton Ave.
Meridian, ID 83642

If mailing, send your unendorsed certificate(s) and a cover letter stating that you are gifting this security to Cole Valley Christian Schools. The cover letter should include your name, address, and purpose of the gift in one envelope. In a second envelope, send a signed, signature guaranteed, stock power.

We strongly recommend using registered mail to forward your certificates and stock power. Please DO NOT mail endorsed certificates. Once the certificate is endorsed, it is legal tender and can be exchanged by anyone. We strongly recommend that certificates not be sent to a transfer agent for registering in the University’s name. This is unnecessary and may result in needless delays.

Hand Delivery:

Certificates may be given to a CVCS Development Officer or delivered to the District Office at 200 E. Carlton Ave. Meridian, ID 83642.

There are definite tax advantages in giving property that has appreciated in value and has been held long-term.

Here’s how it works:

Tom has 200 shares of ABC Corporation stock that he purchased for $20 a share three years ago. The current value of ABC Corp. stock is $47 per share. If Tom sold the stock, he would have a taxable, long-term gain on the transaction that can be calculated in the following manner:

• $47 – $20 = $27 capital gain per share.
• 200 shares x $27 = $5,400 in capital gains.

Tom could sell the stock, pay the capital gains tax and donate the remaining proceeds to CVCS. If, however, Tom donates the stock to CVCS, he would not incur any capital gain and he could deduct the entire current value of the gift (200 shares x $47 = $9,400) as a charitable gift.

Sell Stock & Donate the Proceeds                   Donate the Stock to CVCS
Tom’s Capital Gain (15%) $5,400                     Tom’s Capital Gain (15%) $0
Tom’s Capital Gain Tax $810                            Tom’s Capital Gain Tax $0
Tom’s Tax Savings (33% bracket) $2,834       Tom’s Tax Savings (33% bracket) $3,102
Actual Gift to CVCS = $8,590                            Actual Gift to CVCS = $9,400
 

An income tax deduction is allowed for the full fair market value of the property given. In addition to receiving a charitable deduction for the full fair market value of such a gift, the donor pays no capital gains tax on the appreciation when the gift is made (although the alternative minimum tax implications must be considered). Such a gift is deductible up to 30 percent of a donor’s adjusted gross income. Any excess can be carried over for five additional years.

Donors can elect to deduct a gift of long-term appreciated property at the 50 percent ceiling of their adjusted gross income. However, the donor must forgo the appreciation in computing the charitable deduction. In other words, the deduction is limited to the donor’s cost basis.

A donor considering a gift of property that has gone down in value would be better off selling the property to realize a deductible loss and then contribute the proceeds to charity and obtain a charitable deduction.

CLOSELY-HELD SECURITIES

Usually a gift of closely-held securities, such as one from a family corporation, qualifies for the same advantages (a full deduction, no capital gains tax, and the 30 percent limitation) that are available when marketable securities are given.

An attractive alternative is available to the donor who does not wish to give up control over any part of his or her closely-held stock. This arrangement initially involves an outright gift by the owner of the closely-held stock to CVCS; at a later date the corporation could purchase the stock from CVCS for cash.

As long as CVCS is not obligated to sell the stock to the corporation, the transaction should produce no adverse tax results.

TANGIBLE PERSONAL PROPERTY

Gifts of tangible property, such as art, jewelry, antiques, gold or silver, offer an immediate tax deduction. The amount of the deduction is determined by whether or not the gift is related to the educational purposes of CVCS.

If the use of the contributed property is related to the purposes of CVCS, the donor is entitled to a charitable deduction for the full fair market value of the property, subject to the 30 percent ceiling and carryover.

If use of the contributed property is unrelated to the exempt purposes of CVCS, the donor is entitled to a charitable deduction for his or her cost basis in the property. When the donor is the creator of a contributed tangible asset, the deduction is limited to the actual cost of producing the asset.

A donor may make a gift to CVCS by wire transfer. For complete wire transfer instructions and to assure proper crediting and distribution of your gift, please call or write:

Bret Moehlmann
BMoehlmann@cvcsonline.org
208-947-1212 x