Planned Giving

The task of ensuring Santa Margarita's future rests with those who invest in the school with a vision for tomorrow. Planned giving is a way to leave a lasting legacy of support for the school. There are many vehicles to make a planned gift, all of which provide their own opportunities and advantages for you and Santa Margarita.

Contact the SM Eagle Foundation for assistance:
949-766-6080 or


A valid, updated will is the cornerstone of an effective estate plan, and a bequest is a provision in your will to make a gift to the future of SMCHS. Please notify the school if you have already included, or plan to include the school in your estate plans. Planned giving, wills, trusts or retirement plans, can be an advantage both to you and to SMCHS by securing your future and the future of the school as well.


Gifts of real estate including personal residences, vacation homes, commercial properties, farms, and unimproved land may provide exceptional tax benefits for the donors while providing support for the school. If the ownership of the unencumbered real estate is transferred to SMCHS prior to its sale, the donors will likely avoid the capital gains tax associated with that appreciation.


A major gift to SMCHS may be funded with a new or old life insurance policy at a relatively small cost. There are many ways in which life insurance policies can be used to make a contribution, all of which provide tax deductions and may enable donors to make a larger gift than otherwise possible.


In giving securities to SMCHS that have increased in value since you bought them, not only can you take the current market price as a tax deduction, you owe no income tax or capital gains tax on the increase. This is an excellent time to take advantage of large increases in your securities holdings. Some donors have stocks that have appreciated over time and would rather donate these than cash to the school. These gifts are unique in that the donor can take a federal tax deduction for the full, fair market value of the stock, regardless of how much the donor paid for the stock. No capital gains taxes apply. For more information please call the SM Eagle Foundation at (949) 766-6080.

Gifts of appreciated stocks or mutual fund shares provide immediate support to the school. Donors may realize substantial tax savings by transferring appreciated stock or securities to the school prior to the sale. Capital gains on the amount of appreciation may be avoided, and the donors receive a tax deduction based on the fair market value of the stock or property at the time of the gift.

If the stock is in a brokerage account:

Contact your broker to have the gifted stock transferred to the Orange Catholic Foundation. Below is the information you will need to proceed with the transfer:

General Information
Official Name: Orange Catholic Foundation
Corporate Tax ID: 33‐0934571 Group #0928
Orange Catholic Foundation Broker:
Kevin Tiber
Farmers and Merchants Bank
302 Pine Avenue
Long Beach, CA 90802

Free deliver to the BMO Harris Bank N.A.: Depository Trust Company: (DTC)# 992
Account #: 74-2082-01-9 Farmers and Merchants Trust Company. F/C 82-60-0011-01-9 OCF

Please Click here to complete the “Authorization for Transfer of Gift Securities” form and forward it to:

Ms. Yolanda Wright
Senior Funds Coordinator
Orange Catholic Foundation
Diocesan Pastoral Care
13280 Chapman Avenue
Garden Grove, CA 92840
Phone: 714‐282‐3134
Fax: 714‐282‐3136

Kevin Tiber
Sr. Vice President / CEO
Farmers and Merchants Bank
302 Pine Avenue
Long Beach, CA 90802
Phone: 562‐437‐0011
Fax: 562‐436‐5048

SM Eagle Foundation
22062 Antonio Parkway
Rancho Santa Margarita, CA 92688
Phone: 949-766-6080
Fax: 949-766-6040


If the stock gift is in the form of a stock certificate registered in your name(s):

Deliver the stock certificate(s) plus a signed “Authorization for Transfer of Gift Securities” form to the address above. The donor’s or donors’ signature(s) on the Third Party Release form must be notarized for the school to sell the stock. Your tax deduction is the median price of your stock on the date the stock transfers to the Orange Catholic Foundation or the date you deliver your stock certificates to the Orange Catholic Foundation Office.

Please contact the SM Eagle Foundation if we can be of further assistance.