Endowed Gifts

Your Gift Can Last Forever

An endowment gift to Oakwood School today provides a brighter picture for our future. When you make a donation to an endowment, you give a gift with both immediate and long-term benefits.

Endowment donations are invested. A portion of the annual income from the investment is used to address immediate needs at Oakwood School. The remaining funds are reinvested to ensure indefinite support.

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View and download your FREE copy of Endowments: A Never-Ending Legacy.

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An Example of How It Works

Couple riding bikes on the beach Longtime Oakwood School supporters Charlie and Susan have two goals: First, they want to make sure Oakwood School continues to receive support after they are gone. Second, they want to create a lasting legacy for Charlie’s parents.

Charlie and Susan make a $25,000 donation to Oakwood School, which we invest, and each year, a portion of the income from the invested money will be used to support our mission in honor of Charlie’s parents. Plus, Charlie and Susan qualify for a federal income tax charitable deduction on their taxes.

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Next Steps

  1. Contact Nancy Leptuch Virrey at 818-732-3174 or nleptuch@oakwoodschool.org to discuss endowed gifts.
  2. Seek the advice of your financial or legal advisor.
  3. If you include Oakwood School in your plans, please use our legal name and federal tax ID.

Legal name: Oakwood School
Address: 11600 Magnolia Boulevard, Los Angeles, CA 91601
Federal tax ID number: 95-1698608

Personal Estate Planning Kit

Our Top Free Resource

This comprehensive estate planning kit helps you protect your family and establish your legacy. FREE!

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