A message to our end-of-year donors:

 
Notre Dame High School will be closed from Thursday, December 20 - Friday, January 4. To ensure your gift is processed before the calendar year end please note the following guidelines:
  1. Credit card gifts sent through the mail must be received by the Development Office by Thursday, December 20.
  2. Checks must be USPS postmarked by December 31.
  3. Online gifts have online credit card donation statement deadlines that can be confirmed with your bank.
Please consult a tax lawyer or accountant for specific tax outcomes in regards to your donation. Thank you for your generosity and have a safe and happy holiday!

There are many ways to give to Notre Dame High School and every gift is appreciated!

We invite you to partner with us by making a gift to Notre Dame. Every gift is appreciated and makes a difference to the young women who benefit from your generosity. All donations are tax deductible to the fullest extent of the law. Tax ID# 94-1275235   

Leaving a legacy gift to Notre Dame as part of your planned giving will ensure a strong foundation for our mission of educating young women through the 21st Century and beyond. There are numerous planned giving options and we recommend that you talk to your legal and/or financial advisors.  Contact Leah Schnoor, executive director of advancement if you have questions. You can reach her via email at lschnoor@ndsj.org.

Donating a highly appreciated asset may allow you to avoid a significant portion of your tax liability while still receiving a charitable deduction. The gift of an appreciated asset is also a powerful way to support the mission of Notre Dame San Jose.

How Stock Donations Benefit You.

  • A federal income tax charitable deduction when you itemize
  • Deduct the full fair market value if you’ve held the stock for at least one year
  • Use your deduction up to 30% of your adjusted gross income; carry any unused deduction forward for up to five additional years
  • Avoid paying capital gains tax on all stock donated to Notre Dame High School

How Can I Make a Gift of Appreciated Securities to Notre Dame San Jose? 

The following information can assist your stock broker or bank in the transfer and delivery of securities:

For donations to Tuition Assistance 
Security Deposit
Morgan Stanley DTC: 0015
Account: 814-017750
Account Name: Notre Dame High School San Jose

For donations to the Endowment 
Security Deposit
Morgan Stanley DTC: 0015
Account: 814-015848
Account Name: Notre Dame High School San Jose
 
For donations to the Annual Fund 
Security Deposit
Morgan Stanley DTC: 0015
Account: 814-017749
Account Name: Notre Dame High School San Jose

If you hold the physical securities, you can directly mail or hand deliver the certificate(s) without any endorsement or assignment to:

Notre Dame High School
Attn: Development Department
596 South Second Street
San Jose, CA 95112

Please enclose a letter stating the purpose of your gift. And in a separate envelope, please include a signed stock power form for each gift.  Please note: that except for your signature exactly as your name appears on the stock certificate, the stock power form should be blank. You may obtain a stock power form from your banker or broker.

Please notify us of all stock or securities gifts. A transfer document only gives the name of the stock and the value per stock. It can take months to discover the name of the donor who actually made the stock gift unless we hear from you first.

  • Notify us by e-mail –  lschnoor@ndsj.org   
  • Notify us by phone – (408) 294-1113 ext. 2181
  • Notify us by mail – see above

If you have any questions about giving stock, please call the Advancement Office at (408) 294-1113 ext. 2125, from Monday to Friday, 9 am to 4 pm. You may also email Leah Schnoor at  lschnoor@ndsj.org

Your employer may also match your gifts, thereby doubling your support for the young women at Notre Dame High School. Through a corporate matching gifts program at your work place you can make your gift go twice as far. Some companies will also match gifts made by retirees and spouses of employees and even volunteer hours.

Contact your personnel or human resources department and fill out the matching gifts form used to initiate a match. For questions or to notify us of your intent to match your gift, please contact the development office at donate@ndsj.org

Vehicle Donation – Notre Dame will accept vehicles. To donate, please fill out this form.

We are pleased to receive gifts of goods or services that may provide a budgetary savings to the school or fulfill a particular departmental need.  Document your donation via our In-Kind Donation form.

You can support Notre Dame while shopping!

You may be wondering how the tax law changes implemented this year will impact your family.  For many, the changes may result in increased disposable income. The 2018 law is complicated and you should be sure to check with your own tax preparer to verify how it will impact you directly. To help our donors, we have outlined the main takeaways of the law along with some things to consider when making a gift to charity this year.  

WHAT’S NEW?
INCOME TAX BRACKETS

  • Whether you’re a single filer or a married person who files jointly, separately or as head of household, you will likely fall into a new tax bracket – there are now 7 brackets.
  • Most taxpayers will see their tax rate decrease. A married couple with a combined income of $150,000, for example, will go from a 25 percent tax rate to 22 percent under the new law.
  • Consideration: You may be in a lower bracket this year and pay less taxes which may provide additional disposable income to support the charitable organizations you care about, such as Notre Dame High School.

HIGHER STANDARD DEDUCTIONS

  • The new law nearly doubles the standard deduction to $12,000 for single filers, $18,000 for heads of household and $24,000 for joint filers. 
  • Some taxpayers may choose to take the standard tax charitable deduction rather than itemize.
  • Consideration: You may now have an incentive to give more to Notre Dame in one particular year over another to exceed the standard deduction and itemize your deductions.

ITEMIZED DEDUCTIONS

  • If you elect to itemize this year, your deductions may look a little different (though charitable deductions remain under the new law). Under the new plan, you will be able to deduct up to a total of $10,000 for state and local taxes.
  • If you purchase a new home, there is now a cap on the mortgage interest deduction for the first $750,000 of debt on newly purchased homes.

CHARITABLE CONTRIBUTIONS FOR CASH GIFTS

  • The new law increases the limitation of 50% of your adjusted gross income (AGI) for donations by cash, check or credit card up to 60%.
  • Consideration: Higher net worth donors may want to increase cash gifts.

ESTATE TAX EXEMPTION

  • The threshold for triggering an estate, gift or generation-skipping tax was raised to $11.18 million per person ($22.36 million for a married couple). Only an estimated 0.1 percent of estates will be subject to estate tax under the new law. (By comparison, the rates in 2017 were $5.49 million for individuals and $10.98 million for married couples.)
  • Consideration: If you have a high net worth, you may no longer anticipate being subject to estate tax and have an incentive to make larger gifts during your lifetime to obtain an income tax charitable deduction instead of waiting until after your lifetime.

WHAT’S THE SAME?
CHARITABLE DEDUCTIONS

  • You will still be able to deduct your charitable contributions if you itemize your taxes.

LONG-TERM CAPITAL GAINS AND DIVIDENDS

  • The tax rates on capital gains and dividends remain the same at 0, 15 and 20 percent, depending on your tax bracket.

CHARITABLE CONTRIBUTIONS OF APPRECIATED PROPERTY

  • The limitation on charitable gifts of long-term appreciated property to public charities will remain at 30 percent of your adjusted gross income. You can still carry over any excess for up to five additional years.

WHAT DOES THIS MEAN FOR ME?
The lower tax brackets may mean that you are likely in a better financial position to help others this year. Here are three smart ways to be charitable as we close out the year.

1. DONATE APPRECIATED PROPERTY.
With many markets experiencing strong growth, consider a gift of appreciated property to a nonprofit like Notre Dame High School. You may qualify for an income tax charitable deduction and eliminate capital gains tax.

2. NAME Notre Dame High School AS A BENEFICIARY OF RETIREMENT PLAN ACCOUNTS.
Assets in your IRA, 401(k) or other qualified retirement plan accounts remain subject to income tax when distributed to your heirs. If you name us as a beneficiary of all or part of your plan, your gift will pass to us tax-free.

3. GIVE FROM YOUR IRA (IF YOU ARE 70½ OR OLDER).
Regardless of whether you itemize your taxes, this gift helps you fulfill your required minimum distribution and is not considered taxable income.

NEED HELP?
If you have questions, please contact the development office at 408.294.1113, Ext. 2181 or lschnoor@ndsj.org. We’d be happy to help and can discuss how you can include Notre Dame High School in your giving.
 

Give Now

Your support makes our mission possible.

Our online donation form makes it easy to you to make a gift today. You can even schedule payments over time!

donate online