Endowment and Planned Giving

The growth of Woodland Presbyterian School's Endowment is a top priority. A healthy endowment provides the School with the security to respond to economic cycles while retaining and recruiting the best students and faculty. Endowment funds are used to support financial aid, faculty development, curriculum, athletics, and more. Individuals, families, and alumni have found endowed gifts to be a wonderful way to support the School and ensure its stability.

Please see below additional ways to give. When considering a planned gift, always consult with your financial, tax, and/or legal advisors.

For more information on supporting the endowment or planned giving, please contact Development Director Tonya Eddins at teddins@woodlandschool.org or (901) 685-0976.

Donor-Advised Fund (DAF)

A Donor-Advised Fund (DAF) provides a convenient and centralized charitable giving vehicle for philanthropically inclined individuals, families, and corporations. Through a DAF, donors can make an irrevocable gift to a public charity that sponsors a DAF program, such as Woodland Presbyterian School.
 
When processing a DAF grant through a charitable giving account, please search for Woodland Presbyterian School by tax ID (62-0949918). Be sure to include the donor's name and the gift designation with your grant request to ensure proper allocation of funds.

Giving Appreciated Securities

Transferring securities—such as stocks or bonds—allows you to support Woodland Presbyterian School while receiving significant tax benefits:
  • Tax Efficiency: Donating appreciated securities directly to Woodland may allow you to avoid capital gains tax.
  • Maximized Gift Value: You receive a charitable deduction equal to the full fair market value of the securities at the time of donation.
  • Increased Giving Power: If you were to sell the securities first, you would be responsible for capital gains taxes, reducing the value of your gift. By donating directly, your contribution goes further in supporting Woodland’s mission.
 
How to Make a Gift of Securities
If you hold stocks or bonds in a brokerage account, they can be transferred electronically to Woodland Presbyterian School.

Estate Planning Gifts

Gifts through the estate plans of individuals are welcome and encouraged. A number of gift-planning options exist to meet your charitable and estate-planning needs. These options include but are not limited to:
  • Bequests
  • Gifts of Retirement Plan Assets
  • Gifts of Life Insurance
  • Gifts of Real Estate and Personal Property
  • Charitable Remainder Trust
  • Charitable Lead Trust