Support

Planned Giving

Make a Gift with a Donor-Advised Fund

The donor-advised fund (DAF) is becoming an increasingly popular way to make a charitable gift. DAFs can provide you with immediate tax benefits while making your charitable giving easier. Here are two simple ways you can make a gift through your DAF:      

  1. Make an outright gift by suggesting a grant to Ransom Everglades School.
  2. Designate Ransom Everglades School to receive all or a portion of the fund value upon the termination of the fund.  

You can select the option that best suits your philanthropic and financial goals to support the Ransom Everglades School. Just contact your fund administrator to request a distribution or beneficiary form or download the appropriate form(s) from your administrator’s website.

If you include Ransom Everglades School in your plans, please let us know and use our legal name and federal tax ID.

Legal Name:  Ransom Everglades School, Inc.
Address:  3575 Main Highway, Coconut Grove, Florida 33133
Federal Tax ID Number: 50-0659070

Creating a Donor-Advised Fund

Creating a donor-advised fund can provide you with immediate tax benefits while making your charitable giving easier for years to come.

How it Works

You establish a fund at a sponsoring charity. This could be a community foundation, a public charity with a donor-advised fund program, or even one of the well-known investment companies that sponsor donor-advised funds. First, check with the fund sponsor about the minimum contribution to start a fund as it ranges from $5,000 to $25,000. Then, make an initial contribution to start your fund of cash or appreciated assets such as stocks or mutual funds. You’ll get an immediate income tax deduction and some sponsors will even let you name your fund.

Once established, you can suggest that your favorite public charities, such as Ransom Everglades School, receive grants from your fund. The grants can be relatively modest or larger for projects such as a capital campaign or a new building.

You do not get an additional tax deduction for these grants. You can also suggest which charities you want to have any remaining assets in your fund at your passing. Ransom Everglades School is grateful for gifts that come from donor-advised funds.  

If you are considering establishing a donor-advised fund we can suggest several fund sponsors for your review. You should also consult your professional advisor for their guidance.

Coconut Grove, FL 33133
Middle School2045 South Bayshore DriveTel: 305-250-6850
Upper School3575 Main HighwayTel: 305-460-8800
Founded in 1903, Ransom Everglades School is a coeducational, college preparatory day school for grades 6 - 12 located on two campuses in Coconut Grove, Florida. Ransom Everglades School produces graduates who "believe that they are in the world not so much for what they can get out of it as for what they can put into it." The mission of Ransom Everglades School is to provide an educational environment in which the pursuit of honor, academic excellence and intellectual growth is complemented by concern for the physical, cultural and character development of each student. The school provides rigorous college preparation that promotes the student's sense of identity, community, personal integrity and values for a productive and satisfying life, and prepares the student to lead and to contribute to society.