Ways of Giving

You may give to Loyola in numerous ways, each of which provides the school financial support while enabling you to realize immediate tax savings and, in some cases, a larger income than before your contribution. Recent tax legislation may make one gift vehicle more advantageous to you than another. Please consult your tax advisor.

Gifts of Cash: A cash gift entitles you to a charitable deduction against income. The deduction must be taken in the year in which your gift is made. Cash gifts can be made as a one time contribution, or over several years as payments toward a pledge to Loyola School. If the amount of your gift exceeds 50% of your adjusted gross income, you may carry over the excess of your contribution for as many as five years.

Matching Gifts: Many companies match their employees’ contributions to independent schools. You must initiate the process to double or triple your gift through your place of employment.

Gifts of Appreciated Securities: A gift of appreciated securities entitles you to a charitable deduction equal to the fair market value of the securities, and none of the appreciation in the security is taxable to the donor. When you give securities, your federal income tax deduction is limited to 30% of your adjusted gross income for the year in which you make the gift. You may, however, carry forward any excess amount as a charitable contribution for up to five years, subject to the 30% rule.

Planned Gifts: A life income gift allows you and/or a beneficiary to retain income from the assets donated, take a federal income tax deduction for a portion of the gift value (depending on the terms of the gift) while also eliminating the capital gains tax on gifts of appreciated securities or real estate. For more information on planned gifts please click here—planned giving information.

If you have any questions about the ways to give to Loyola, including stock transfer instructions, please contact Advancement at advancement@loyolanyc.org or 646.346.8133. Thank you.