Areas to Support

List of 7 items.

• Gifts of Cash

  A gift of cash is tax-deductible in the year contributed. Credit card gifts can also be made on the school’s website. Go to Online Giving>>

• Gifts of Stock or Securities

  Gifts of appreciated securities provide a tax deduction for the full fair market value of the stock while avoiding capital gains tax on the appreciated value.

  Thank you for giving a gift of stock to Crystal Springs Uplands School. We are grateful for your support. To give stock to Crystal, please follow the instructions below:
  
  

  1. Contact Megan Sweeney in Crystal’s Advancement Office to notify the school of the stock transfer. Please provide the following information:

  • • Donor name 
    • Name of security
    • Number of shares
    • Purpose of the gift (i.e. Crystal Fund, Capital Campaign, etc.)

  2. Contact your broker with transfer instructions.  

  
  

  Morgan Stanley (preferred)

  • Account Manager:  Mr. Alexander Bianchi
  • DTC #:  0015Crystal Springs Uplands School Account #:  112-137838
    * NOTE * If you are using E*Trade, please add three zeroes to the beginning of the account number: example: 112-137838 should be 000112-137838

  • Address:  245 Lytton Avenue, Suite 200, Palo Alto, CA  94301
    Phone:  650-853-4004
    Fax:  650-853-4050

  Charles Schwab

  • Contact Megan Sweeney in the Advancement Office for instructions on stock transfer through Charles Schwab.

  Crystal Springs Uplands School will issue a receipt for tax purposes once the securities are sold. The date of the gift receipt is the date of the stock transfer.  The value of the gift is the average price of the stock on the date of transfer. 
  
  

  Thank you for your generous support of Crystal.
  
  

  Download a copy of the Stock Transfer Instructions.
  
  

• Matching Gifts

  When making a gift to Crystal, please be sure to take advantage of any available matching gift programs. Many corporations will match an employee’s charitable contributions, doubling and sometimes tripling the gift amount to the school.

• Pledges

  Pledges to the Crystal Fund and Alumni Giving may be made online here. Capital pledges may be paid over a period of five years. Pledges will be counted toward the campaign goal when confirmed in writing.

• Memorial and Honorary Gifts

  Any gift may be made in honor or memory of another individual.

• Planned and Deferred Gifts

  Bequests and life income trusts are some of the vehicles by which you may include Crystal in your estate planning. Such gifts offer major tax benefits while supporting the school. Planned gift donors are members of Crystal's Mansion Heritage Society.

• Shopping to Support Student Activities

  Parents are encouraged to help support student activities by shopping at Amazon Smile and eScrip Online Mall. Shopping throughout the year (birthdays, holidays, anniversaries) can also benefit Crystal student activities. (eScrip: Crystal group ID #119145626)