PLANNED GIVING

We would be pleased to work with you to determine how a planned gift can satisfy your overall financial and personal goals while providing a secure future for Oakland Steiner School.


Stocks, Bonds and  Mutual Funds Investments that have appreciated in value can be donated for  the full market value - not just your original cost. Check with a licensed securities broker about  how to make this type of gift.

Property, both real estate and personal property, qualify as charitable gifts that would benefit Oakland Steiner School.

Life Insurance cash value in current or paid life insurance policies can be used as a gift. You can name Oakland Steiner School as a beneficiary or even co-beneficiary.

Endowments Large gifts can be made or pledged over a period of time to establish a gift of perpetuity. An Endowment can be named in memory or in honor of someone.

Gifts of Retirement Assets are another simple way to leave a gift by naming Oakland Steiner School as beneficiary of a percentage or full amount of your Individual Retirement Account, 401k, 403b, 457 or other qualified retirement plan.


All consultations are held in strict confidence. Please contact us today for more information or to request a personalized illustration of how a planned gift can benefit you. 

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