Ways to Give

Thank you for your interest in supporting Oakwood School. We are fortunate to have a wonderful tradition of philanthropy from parents, alumni, grandparents, faculty, staff and friends. This commitment to our school allows for the continued excellence and achievement that is the hallmark of an Oakwood education.

Like nearly every not-for-profit, independent school, Oakwood relies on annual fund gifts, capital campaigns, and event support to supplement tuition, bolster the scholarship program, enhance learning and extracurricular opportunities, and support construction and renovation projects. Donations are vital to the ongoing academic and financial health of the school.

Please see the many ways below that you can support Oakwood. Any questions about Oakwood fundraising can be directed to the Development Office at .

On behalf of the entire community, thank you for your generosity and participation in giving to Oakwood School!


Cash or Credit Card

Donors may make gifts by cash, check, or credit card. You may make your donation online using our secure Make a Donation form. If you would like to make a pledge and arrange for automatic monthly charges to your credit card, please contact Melissa Barrow, Director of Development at mbarrow@oakwoodway.org or 408.782.7177 ext. 255.

Alternatively, you may mail your donation to the school:

Oakwood School
Attn: Development Office
105 John Wilson Way
Morgan Hill, CA 95037

Pledges

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 pledges, please contact Melissa Barrow, Director of Development, at mbarrow@oakwoodway.org or 408.782.7177 ext. 255.

Gifts of Stock

Oakwood School gratefully welcomes gifts of stock. Donors may avoid capital gains taxes by transferring stock directly to Oakwood. The account information below should provide everything needed to complete a transfer to our school. See form for more instructions.

IMPORTANT: Please let Director of Development, Melissa Barrow know in advance of your transfer so your gift may be processed in a timely manner and correctly credited. Please send an email to mbarrow@oakwoodway.org and include the type of stock and number of shares you are transferring.

Morgan Stanley
Acct #: 164-078920-089
Morgan Stanley DTC #: 0015
Acct # for A/C: Creative Center of Los Altos dba Oakwood
Contact: Susan Spaugh
Phone: 415.984.6615

Matching Gifts

Many Oakwood families and their friends work for companies that offer a matching gift program. These corporate philanthropy programs vary from company to company, but generally they will match some portion of their employees’ donations to qualified charitable institutions such as schools. As an accredited school and a not-for-profit public benefit corporation, Oakwood qualifies for nearly every corporate matching program.

Oakwood relies on philanthropic giving from parents and the wider community and students benefit from gifts large and small. By taking advantage of your corporate matching gift program, you can maximize the value of your gift at no additional cost. You may contact giving@oakwoodway.org for assistance or more information.

Donor Bricks & Tiles

As in the past, Oakwood is offering the opportunity to leave a lasting mark on our campus, with the option of purchasing donor bricks and tiles. With your gift of $500, $1,000, $2,500, or $5,000 to Spreading Our Roots, celebrate, honor, or commemorate—the message and the words are up to you!

Please consider making an investment in students' lives which will have both an immediate impact on our current community as well as on generations to come.

With your contribution, you have the opportunity to:

  • Commemorate your family’s years at Oakwood
  • Give as a graduation gift to a senior
  • Recognize a teacher or alumni
  • Memorialize a beloved family member or friend

The location for the paving tiles will be determined as we get closer to the completion of our campaign. Brick and tile size are determined by your total campaign gifts to Oakwood. Please contact Melissa Barrow at: mbarrow@oakwoodway.org for the inscription form or with any questions.

Honorary and Memorial Gifts

Gifts made in honor or memory of a student, faculty or staff member, coach or friend are gratefully accepted.

Planned Gifts

In addition to gifts of cash or securities, there are a variety of other gift vehicles that enable donors to make larger gifts than would otherwise be possible. Such gifts often generate substantial tax savings and can generate increased income as well. Each of these gifts must be tailored to a donor’s specific situation. Please call the Development Office at 408.782.7177 ext. 255 for more information, as well as consulting with your attorney and other advisors.

Gifts of Real Estate or Appreciated Property

Many donors find it attractive to give appreciated property—homes, other types of real estate, businesses, personal property, etc.—because of the potential tax benefits.

Bequests

The simplest way for donors to arrange for a gift from their estate is to include a bequest provision to Pinewood School in their will.

Life Income Plans

These gift plans allow donors to give assets to Oakwood School while retaining an income for themselves or others. In addition to providing income (often tax-free), these gifts offer a number of tax and other advantages.

Gifts of Life Insurance

Many people own some form of life insurance that was purchased to provide protection that is no longer needed, even though the policy is still in force and may have significant cash value. Such policies can form the basis of a gift to Oakwood School.

Support Oakwood

Oakwood is active in its fundraising efforts which are supported by the Parent Service Auxiliary. There are several ways that families can donate to Oakwood.

Unlike most other schools, all funds donated to Oakwood go to enhancing the school and its programs, not to pay for the school base operations.

Click a link below to learn more about various ways to support Oakwood:

Annual Giving
Spreading Our Roots Campaign
Fundraising Events

Development Staff


Melissa Barrow
Director of Development
408-782-7177 x255
Send Email


Penny Ciraulo
Community Development Director
408-782-7177 x245
Send Email