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Planned Giving

Why We Give

Over 1,000 individuals have supported the Kiddo! Endowment for the Arts, with donations large and small. Here is what some of the generous donors have to say:

"We have been longtime supporters of Kiddo! We firmly believe in its vision and its mission. Kiddo! does great work and has been an integral part of our Mill Valley community for many years. Both of our sons and now our granddaughter have greatly benefited from the many educational programs that are funded by Kiddo! Our grandson will benefit in the future. We recently updated our estate planning and added Kiddo! to our gift list. It was quick and easy and was our way of supporting Mill Valley school children in the future."

—Bob and Regina Canepa

Although our children graduated years ago, we still donate annually to the Kiddo! Endowment to support the Endowment's core mission of funding arts programs in perpetuity. We feel it is incumbent on those of us whose children have benefited from Kiddo! programs, to ensure that future generations of Mill Valley students will have those same wonderful opportunities. To make a more significant impact beyond our lifetime, we have also made a planned gift. We found that the easiest and most tax advantageous method for us was to name Kiddo! as the beneficiary of an existing IRA. Individual beneficiaries (including spouses) can be taxed as high as 39%, but Kiddo!, as a 501(c)3, will receive 100%!

—Trisha and Jim Garlock

Gale and I remain enthusiastic about supporting KIDDO! even now with our children now longer in the MVSD K-8 system. We believe it's vitally important to support our local public schools and that it adds value to our community in so many ways. We also know what a fabulous job KIDDO! does and what a positive difference it makes. The Endowment is a terrific way to ensure KIDDO! will continue to help our children and community thrive for many years to come.

—Jon and Gale Love

"We gave to the Kiddo! Endowment to say 'Thanks!' for helping us raise our children with the joy and smiles of singing, dancing and performing throughout their K-8 years. We want to make sure that all future generations of students will have the opportunity experience this same happiness!"

—Jonathan and Deborah Goldman

"Appreciated property is one of the last areas where you can still give to your favorite charity, and get a substantial tax benefit which can be as high as 39%."

—Jeff Freiberg

"We decided to contribute to the Kiddo! Endowment Fund so that our grandkids and future generations of children can also enjoy the benefits of the arts. We encourage other grandparents to join us in our effort."

—Joyce and Rigomar Thurmer

"We contributed without using out-of-pocket cash. We avoided capital gains taxes. Some of this stock was twenty years old with a very low basis, but we were able to claim a charitable deduction for the full current market value. It was so easy! We just called Kiddo! and they sent us the appropriate forms and helped facilitate the transfer."

—Paula and Bob Reynolds

"When we bought a new car, the dealer wouldn't give us much and we didn't want to go through the hassle of selling it ourselves. We just called Kiddo! and they referred us to a representative who picked up the car and handled all the paperwork and sent us a letter verifying the donation of the car. We were able to help Kiddo! and get a tax deduction. It was so simple!"

—Anna Lazzarini (MVMS Principal) and Mark Wagner

"For us, the solution to helping Kiddo! was to take out a life insurance policy with the premiums invested in a managed growth stock portfolio. The Kiddo! Endowment is the owner and beneficiary allowing the premiums we pay to be income tax deductible."

—Jim and Mary Brock

Over 70% of Americans give to charities that are important to them during their lifetime, yet only 6% provide for those organizations in their estates. Kiddo! encourages families who believe in the importance of education to invest a portion of their resources to the causes they feel are important in their lifetimes. Call Kiddo! for a referral to an estate planning attorney for an initial complimentary consultation.

For more information on the many ways to be involved, call 415-389-7790.

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A charitable bequest is one or two sentences in your will or living trust that leave to Kiddo! (Mill Valley Schools Community Foundation) a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

Bequest Language

Share the sample bequest language for Kiddo!, the Mill Valley Schools Community Foundation, with your estate planning attorney:

"I, [name], of [city, state ZIP], give, devise and bequeath to the Mill Valley Schools Community Foundation, Kiddo! Endowment for the Arts [written amount or percentage of the estate or description of property] for this designated use and purpose."

If you have any questions and/or for the names of attorneys who will provide a pro bono codicil updating an existing will to include the Kiddo! Endowment for the Arts, please contact us.

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to Kiddo! or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the potential tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to Kiddo! as a lump sum.

You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to Kiddo! as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and Kiddo! where you agree to make a gift to Kiddo! and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

Personal Estate Planning Kit Request Form

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Please include an '@' in the email address