Annual Report for 2006/2007 - Manlius Pebble Hill School

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ways to give at manlius pebble hill schoolCashWhile there are many ways to give to the School, a cash gift is the most common andoften the easiest. Checks can be made payable to Manlius Pebble Hill School. A creditcard can also be used to make a gift or a pledge payment.Monthly PledgesMany donors choose to make a yearly pledge with the payments deducted on a monthlybasis. A variety of arrangements can be made with the business office to accommodateyour needs.Appreciated Securities or StockGifts of appreciated securities or stock can be one of the most advantageous ways ofgiving. If your gift of stock is one you have owned for more than one year, you maydeduct the full fair market value of the stock as a charitable contribution, while eliminatingcapital gains taxes. This gift enables many of our friends to contribute far moreto the School than would otherwise be possible.Corporate Matching GiftMany employers will match your gift to Manlius Pebble Hill. Simply submit a matchinggift form, which is usually available from your human resources department, with yourgift. You will be recognized for the value of your gift plus any match.BequestA gift to the School made through a bequest is a symbol of commitment and a strongreminder to those who remain of unyielding philanthropy and concern for the futureof education and Manlius Pebble Hill. There are a number of simple bequest arrangementsthat can work for you or your loved ones.Life InsuranceLife insurance is a unique way to give to Manlius Pebble Hill School. A gift of an existing“paid up” policy allows you to make a significant investment in educating future orcurrent students, while receiving a tax benefit equal to the replacement value or costbasis of the policy, whichever is less. While an existing policy is preferable, the Schoolis happy to discuss new policies or naming the School as a designated beneficiary withfriends who believe this arrangement is the way they can best fulfill their wish to makea major commitment to the School.Charitable Remainder TrustThe Charitable Remainder Trust allows you to establish a trust that benefits youand/or your beneficiaries with income for life or a period of years, and then directsthe remainder to the School when the trust terminates. Remainder Trusts arecommonly used in two forms: the Unitrust, where variable income is received onan annual basis, or the Annuity Trust, where the annual payment is a fixed dollaramount. Named trusts are a wonderful way to leave your legacy to the School andreceive a current income tax deduction.Charitable Lead TrustCharitable Lead Trusts are another way to benefit your family and Manlius Pebble HillSchool. With this type of trust, Manlius Pebble Hill receives an annual payment for upto 20 years and, at the end of the trust term, any money remaining can be left to yourfamily members tax-free. If it is structured correctly and the assets grow, you can get acharitable income tax deduction, benefit the School, and have an asset remaining forfamily members.Retirement PlanNaming Manlius Pebble Hill as the designated beneficiary of a retirement plan isanother tax-efficient way of giving to the School since you could lose over 70% ofyour retirement plan account to income and estate taxes without proper planning.Residential PropertyIn a life estate gift, you deed a remainder interest in personal residential property, avacation home, or farm to Manlius Pebble Hill. You, and your spouse if desired, canretain usage of the property for life and receive an immediate income tax deductionfor the present value of the remainder interest of the residence.If you have questions about any of these giving opportunities, please contactTina Morgan, Director of Development, at 315/446-2452, ext. 124 or throughemail at tmorgan@mph.net. You might also contact an estate planning attorneyor other trusted financial advisor.4 M A N L I U S P E B B L E H I L L 0 6 / 0 7 A N N U A L R E P O R T
the manlius pebble hill endowment and investment fundThroughout the School’s history, we have been very fortunate to receivegenerous support from individuals, families, and foundations who havechosen to dedicate their gifts to the School’s growing Investment Fund,which currently stands at just over $2.5 million. A portion of this Fund is “DonorRestricted” and, therefore, technically classified as our Endowment. The balance inthe Investment Fund is unrestricted. The Board of Trustees is responsible for overseeingthe investment of these monies, the interest from which is used to supportnamed scholarships. This Fund, small by private school and college standards, is ourfuture; it protects us in the event of an emergency or catastrophic event and ensuresthat we will remain a vital educational institution for future generations of students.All of the School's named Endowment Funds are listed below in alphabeticalorder. Many of these Funds were initiated in the 70s or 80s upon the retirementor passing of former faculty, alumni, or friends. In some cases, our records do notclearly indicate the exact amount of the gifts made to establish the Funds.Outlined below is a brief description of our named Funds, with the totalamount of accumulated capital for each Fund. We have also recognized any newdonations made in the 2006 – 2007 year. For further information about naming anEndowed Fund or contributing to an existing Fund, please contact Tina Morgan,Director of Development, at 315/446-2452, ext. 124.$3,000,000ENDOWMENT AND INVESTMENT FUND GROWTH2,500,0002,000,0001,500,0001,000,000500,0000M A N L I U S P E B B L E H I L L 0 6 / 0 7 A N N U A L R E P O R T 5
Page 2 and 3: 2006-2007 manlius pebble hill schoo
Page 4 and 5: from the president of the boardOnce
Page 8 and 9: GENERAL ENDOWMENT FUNDGifts to the
Page 10 and 11: from the development chairDEVELOPME
Page 12 and 13: FRIENDS OF THEHEAD OF SCHOOLGifts b
Page 14 and 15: ST. JOHN’S SOCIETYGifts between $
Page 16 and 17: RED AND WHITE CLUBGifts under $99An
Page 18 and 19: the alumni associationBoard of Dire
Page 20 and 21: THE CLASS OF 1946Class Gift Totals:
Page 22 and 23: PEBBLE HILL SCHOOLTotal Given: $50,
Page 24 and 25: MANLIUS PEBBLE HILLTotal Given: $96
Page 26 and 27: our promise for the future: a campa
Page 28 and 29: $100,000 OR MOREThe Keating Fund of
Page 30 and 31: the MPH parents’ associationEvery
Page 32 and 33: THIRD GRADEParticipation of Class:
Page 34 and 35: 32 M A N L I U S P E B B L E H I L
Page 36 and 37: trustee annual givingTRUSTEE ANNUAL
Page 38 and 39: friends annual givingFRIENDS ANNUAL
Page 40 and 41: library clubLIBRARY CLUBTotal Given
Page 42 and 43: cumulative givingManlius Pebble Hil
Page 44: Manlius Pebble Hill School5300 Jame

Annual Report for 2006/2007 - Manlius Pebble Hill School

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