Ways to Give

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Gala

Matching Gifts

Donor Advised Funds

Stock Gifts

Tribute & Memorial Gifts

Matching Gifts

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Tribute & Memorial Gifts

Say thank you, mark a special occasion, or make a gift in memory of a loved one through a meaningful charitable donation in support of our public schools. Simply choose ‘Tribute or Memorial Gift’ on our Online Giving Form or call us directly to set up your donation with the contact information provided below.

Make a Tribute or Memorial Gift

Legacy & Planned Gifts

Plan for a future gift by including Carlsbad Educational Foundation in your will or living trust. Charitable bequests offer many benefits, including simplicity, flexibility, and tax relief.

Indicate a specific amount or a percentage of the balance remaining in your estate or trust to benefit the greatest need of Carlsbad students or to fund a specific purpose.

Assets remain in your control during your lifetime and can be modified to address changing circumstances. Under current tax law, there is no upper limit on the estate tax deduction for your charitable bequests.

Please let us know if you have included Carlsbad Educational Foundation in your estate plan or if you are considering doing so. We would love to hear from you!

Legacy Society

Donor Advised Funds

A Donor Advised Fund (DAF) is like a savings account for your charitable donations. It’s easy to set up and helps distribute your income from appreciated stock or assets to Carlsbad Educational Foundation each year. Receive an immediate tax deduction when you transfer funds to your DAF. Set up this personal charitable giving account with your financial advisor or through a community foundation.

Stock Gifts

Boost your charitable contribution to Carlsbad students by donating shares of stock. When you donate appreciated stock, you avoid capital gains tax while receiving an income tax deduction for the fair market value of the stock contributed.

Use the transfer information below to contribute stock into the Carlsbad Educational Foundation’s brokerage account held at Pershing LLC.

Stock Transfer Information

Fidelity’s Depository Trust Company (DTC) Number: 0226

Fidelity Account Number: 636-412469

CEF’s Tax ID: 95-3768448

CEF’s Address:

Carlsbad Educational Foundation

5650 El Camino Real, Suite 101

Carlsbad, CA 92010

Fidelity’s Name and Address if Needed by Delivery Firm:

Fidelity Investments

Attn: TOA Receives

P.O. Box 770001

Cincinnati, OH 45277-0036

Please notify Carlsbad Educational Foundation of the gift being transferred so we may provide an acknowledgment statement for your tax purposes.

Questions or Need More Information?

For questions or information, contact Taylor Beveridge via email or call (760) 332-5012.