Ways to Give

Pledges
A pledge is a promise to make a specified payment within the fiscal year (July 1 to June 30). Pledges to The Hill Fund must be paid by June 30 each year. You can make a pledge to The Hill Fund on-line or by contacting Director of The Hill Fund Virginia Yinger at vyinger@thehill.org or 610-705-1197. The Hill School allows pledge commitments to endowment and capital projects over a period of five years.

Gifts of Cash
Traditionally, the majority of gifts made to The Hill School come in the form of cash. A gift of cash entitles a donor to the most generous federal income tax deduction available for charitable contributions. You may deduct up to 50 percent of your adjusted gross income for gifts of cash and may carry any amount over that figure forward for up to five additional years. You can make a cash gift to The Hill Fund on-line. See more information on Getting Started with Gifts of Cash.

Gift by Credit Card
Make a gift to The Hill School with your credit card using our secure online giving form. If you'd like to make a gift by credit card, but do not wish to make your gift on-line, please call the Advancement Office at 610-705-1180 to speak with a staff member who will assist you in making a gift over the phone.

Gift by Check
Make your check payable to The Hill School, and send to:
Advancement Office
The Hill School
717 East High Street
Pottstown, PA 19464-5791

How to Transfer Stocks
**Please forward any information regarding a pending stock transfer to Becky Williams at bwilliams@thehill.org. The donor's name is not transferred with the stock information. Providing us with information relating to the transfer will ensure stock gifts are appropriately attributed to the donor.**

Gifts of stock may be transferred to Vanguard using the following information:

• DTC Eligible Securities and options
• DTC and OCC Clearing #0062
• For Further Credit to Hill School Account # 313 768 55

The Hill School's contact in the Business Office is Tim Forester who may be reached by phone at 610-705-1240, or by e-mail at tforester@thehill.org.

Gifts of appreciated securities may be deducted at full market value on the date of the transfer to the School.

You may send stock certificates directly to the School at the following address:
Advancement Office
The Hill School
717 East High Street
Pottstown, PA 19464-5791

Securities may be endorsed in blank (the donor's signature only) and sent to the above address. If stock certificates are endorsed, please send a stock power to the School under separate cover on which only the signature has been filled in. If you have questions, please call the Advancement Office at 610-705-1180.

Marketable Securities:
A gift of appreciated securities that you have held for more than one year is frequently the most economic way to give. You will be eligible to take a federal income tax deduction equal to the fair market value of the stock* on the date of the gift for up to thirty percent of your adjusted gross income and will not have to recognize the appreciation as capital gain. Please contact Christian P. Sockel, JD, Director of Advancement and Capital Giving, at 610-705-1005 or e-mail him at csockel@thehill.org if you have any questions.

See more information on Getting Started with Gifts of Securities

If you are interested in wiring funds to The Hill School please contact Becky Williams at 610-705-1006 or Tim Forester at 610-705-1240

Corporate matching gifts provide a wonderful opportunity to double — sometimes even triple — your contribution to The Hill School. Please contact your company's personnel office for specific information about your employer's matching gift program, or search below for information on companies that match. It is necessary in all cases for the donor to secure the proper forms from the corporation and to submit them to The Hill School in order for us to receive the matching gifts.

If you would like more information regarding matching gifts, please contact Melissa Karas, Director of Advancement Services, at 610-705-1116 or e-mail her at mkaras@thehill.org.

Click here to view more information and search for your company.

Learn more about The Matthew Meigs Society

If you would like more information regarding life income gifts, please contact Christian P. Sockel, JD, Director of Advancement and Capital Giving, at 610-705-1005 or e-mail him at csockel@thehill.org.

Life Income Gifts:A life income gift allows you to receive income (often an increased income) while making a gift to The Hill School. In addition, life income plans can offer an immediate charitable deduction, avoidance of capital gains taxes and portfolio diversification. The Hill School’s capital giving staff is available to assist volunteers, donors and their advisers in establishing life income plans..

Charitable Gift Annuity:A gift annuity is a simple contract between a donor and The Hill School. In exchange for a gift, The Hill School will pay a fixed and guaranteed income. Income payments may be received immediately for life or deferred to a future date. The capital is invested in the School’s endowment and the annuity payments are guaranteed by the School.

Charitable Remainder Trusts:A charitable remainder trust is an individually managed trust that may be tailored to the specific needs of the donor or designated beneficiaries. These trusts can be structured to provide income for life or for a term of years. Most important, the trust assets can be managed for income or growth, depending on a beneficiary’s needs. Charitable remainder trusts can accept a broad range of gift assets and are popular because of their flexibility.

Charitable Lead Trusts: Through a charitable lead trust, The Hill School receives income from the asset a donor contributes to the trust for a term of years. At the end of this period, the assets of the trust typically pass to younger family members. By making this “loan” to The Hill School, donors can significantly reduce their estate and gift taxes on transfers of wealth to their children and grandchildren.

Planned Gifts, Bequests & Campaign Credit: The Hill School greatly encourages and appreciates future gifts made through one’s estate. Planned gifts in which the School’s interest is irrevocable and for which annual statements from the fiduciary are provided can be credited toward the School’s initiatives. These gifts are assets of the school and can be considered in the long-term planning of financial support. Past gifts of this kind were considered in setting the fund-raising goals of the Initiatives and recent gifts are reflected in the progress toward achieving and implementing them. Therefore, while sincerely appreciated and recognized with membership in The Matthew Meigs Society, bequest intentions or other gifts in which the School’s interest is revocable cannot be credited toward its financial goals.

If you would like more information regarding Gifts of Real Estate and Other Assets, please contact Geoff Neese ’00, Associate Director of Capital Giving, at 610-705- 1194 or e-mail him at gneese@thehill.org.

Gifts of Real Estate:Appreciated marketable real estate is another asset with which you may make a significant gift to The Hill School. A gift of real estate will entitle you to a federal income tax deduction equal to the fair market value of the property.* You will need to substantiate this value with an appraisal. You may take this deduction for up to thirty percent of your adjusted gross income and any excess over that amount you may carry over for up to five additional years.

A personal residence, vacation home or farm offers another giving option. You may give a remainder interest to The Hill School while you retain the right to remain in and maintain the property for life. A gift of such a remainder interest entitles you to an income tax charitable deduction equal to the present value of the School’s remainder interest. Gifts of real estate must be reviewed in advance of acceptance by the School’s Gift Acceptance Committee.

Other Assets: Gifts to The Hill School can come in other forms as well. For example, you may wish to consider a gift of closely held stock, tangible personal property (if it is related to the School’s educational programs) or irrevocable life insurance. A gift of any of these assets will entitle you to an income tax deduction equal to their fair market value of the date of the gift. You may take this deduction for up to thirty percent of your adjusted gross income with a carry over of any excess for up to five additional years.* Gifts that fall into this category must be reviewed by the School’s Gift Acceptance Committee.

Educational Improvement Organizations (PA Businesses)

Eligibility
To qualify for the credit, a business must pay one of the following Pennsylvania state taxes:

• Corporate Net Income Tax
• Capital Stock and Franchise Tax
• Bank and Trust Company Shares Tax
• Title Insurance Companies Shares Tax
• Insurance Premiums Tax
• Mutual Thrift Institutions Tax

S Corporations may participate in EITC as well. Businesses may elect to pass through credits from the Personal Income Tax of S Corporation Shareholders or Partners in a general or limited partnership.

Tax Benefits

The Educational Improvement Tax Credit (EITC) provides companies with a 75% tax credit for donations to a non-profit scholarship or educational improvement organization. The tax credit increases to 90% if the company commits to making the same donations for two consecutive years. A business paying taxes in Pennsylvania can receive up to $300,000 in tax credits annually. Tax credits may be applied against the tax liability of a business for the tax year in which the contribution was made.

Restrictions

The donors must provide proof to DCED within 90 days of the notification letter that the contribution was made within 60 days of the notification letter. Tax credit not used in the tax year the contribution was made may not be carried forward or carried back and is not refundable or transferable.

To learn more click here.

More information and the application can be found at www.newpa.com or by calling 717-787-7120.

Please contact Melissa Karas, Director of Advancement Services, with questions related to The Hill School at mkaras@thehill.org or 610-326-1000