Why Give

Donors may make gifts by cash, check, or credit card. You may make your donation online using our secure 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 & Alumni Relations 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

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 & Alumni Relations, 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

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 make a pledge, please complete a pledge form or contact Melissa Barrow, Director of Development & Alumni Relations, at mbarrow@oakwoodway.org or 408.781.7177 ext. 255 with further questions.

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 or hours volunteered 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.

Please check this list of companies that match to see if your organization is included.

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.

Gifts-in-kind, or non-cash gifts, are gratefully accepted. Many of our supporters have access to goods and services which can be used for various classroom, performing arts, music department, and athletic programs. Please contact our Development Team with any questions or to make arrangements for such a donation.

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 any of our fundraising campaigns, you may celebrate, honor, or commemorate—the message and the words are up to you!

Please consider making an investment in students' lives which will have 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 alumnus/alumna
• Memorialize a beloved family member or friend

Brick and tile size are determined by your total gifts to Oakwood. Please contact Melissa Barrow at: mbarrow@oakwoodway.org for the inscription form or with any questions.

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 Oakwood 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.