Riverview School has a long and distinguished history of philanthropic support dating back to its inception in 1957. The lasting impact of this School is reflected each year in the philanthropic investment made by friends, alumni, faculty, staff and families. Your gifts allow each new generation of students to experience a caring community where they are supported in embracing new challenges, mastering new skills, developing life-long friendships, and learning how to view themselves as capable and competent young people.
Gifts to the Annual Fund and to the Gala comprise 8% of the operating budget, and while we rely on leadership gifts to inspire us all and lay the foundation for successful fundraising, every gift of every size is essential to reaching our goals. We are grateful for the support of the entire Riverview community in sustaining and strengthening the programs and experiences that distinguish a Riverview education.
Strong Funding Supports Everyone
A strong Annual Fund supports all of the people and programs that make Riverview special!
- 250 afternoon, evening and weekend activities planned throughout the school year!
- Tuition reimbursement for 13 faculty members pursuing advanced degrees
The Annual Fund provides critical resources for every aspect of a Riverview education, including:
- Vocational training opportunities such as Project SEARCH and Café Riverview
- Extensive recreational and leisure activities after school and weekends
- Robust art, music and drama programs
- Guest speakers, special events and thematic field trips
- Campus-wide Wellness Initiative
- Continual building and grounds upgrades
- Emerging curriculum and programs
- Compensation and benefits to attract and retain a talented faculty.
Gifts of Stock
Making a gift of stock to Riverview is extremely valuable to us, and it just may be beneficial to you from a personal income tax perspective as well. The best stocks to donate are those that have increased greatly in value. Even if it is stock you wish to keep in your portfolio, by giving Riverview the stock and using cash to buy the same stock through your broker, you will have received the same income tax deduction but will have a new, higher basis in the stock. If you donate property that has risen in value and that you have held for more than one year, you pay no capital gains tax on the transaction. You can also take an income tax deduction for the full fair market value of the stock. If you have stock losses, sell the stock yourself to realize the loss and take the deduction for tax purposes. Then generate a charitable contribution deduction by donating the cash proceeds of the sale to Riverview.
Please Note: When stock is received into our account the donors name is not attached. In order to properly acknowledge your gift of stock, please contact the Advancement office and let us know the name of the stock and the number of shares you will be gifting.
Please click here for Securities Transfer Instructions.
Many corporations offer matching gift programs for employees and their families. A matching gift can often double or triple your gift, and all matching support is credited to the individual donor. Ask your company if they will match your charitable gifts. If they do, you will need to submit their matching gift form along with your gift. Please send your matching gift form to Kate Ayson at firstname.lastname@example.org.
A planned gift certainly benefits Riverview School, and may also be financially beneficial to you. Planned gifts can generate lifelong income, convert low yielding assets into a higher income stream, obtain significant income tax deductions, and reduce or eliminate capital gains and estate taxes.
The Advancement Office accepts a variety of life-income arrangements, including Charitable Lead Trusts and Charitable Remainder Trusts. We also help donors tailor bequests and structure gifts of assets such as real estate, business interests, and life insurance.
Donors often find that a combination of planned gifts produces the best results. We are happy to meet with you and your financial advisors to design the most advantageous ways of giving for you. We would appreciate learning of your gift intentions for Riverview so that we may include you in the list of Founders Society. However, should you wish to remain anonymous we are happy to honor that request.
You may wish to consider including a gift to Riverview in your will or living trust. It’s a simple process whereby your Financial Advisor adds a clause to your will or trust. It is also flexible. You can structure the bequest as a fixed amount or a percentage of your residual estate.
Continue supporting our work even after your lifetime by naming Riverview School as a beneficiary of your retirement plan, life insurance or insurance annuity assets.
Charitable Remainder Trusts (CRT)
A charitable remainder trust has two beneficiaries. In most cases, one of them is you (and possibly your spouse,) and the other is Riverview. During your lifetime you receive a set percentage of investment income from the charitable trust. After your death, Riverview then receives whatever remains in the trust. There are potentially significant tax deductions and exclusion from capital gains taxes.
Charitable Lead Trusts (CLT)
A charitable lead trust is basically the same concept as a charitable remainder trust, but in reverse. With a CLT, Riverview receives a certain percentage of investment income every year. Once you pass away, whoever you’ve named as the beneficiary (a spouse or children) receives the assets that remain. Again, there are potentially significant tax deductions and exclusion from capital gains taxes.
IRA Charitable Rollover
Charitable gifts may be rolled over from a traditional or Roth Individual Retirement Account (IRA) without incurring federal income taxes, with certain restrictions:
- The donor must be age 70 ½, or older
- The cap on annual IRA rollovers is $100,000
- The contribution must be a direct gift to a charity (no planned gifts.)
An IRA Charitable Rollover may be appropriate for you if:
- You do not need the additional income generated by the minimum required distribution, OR
- Your charitable gifts already equal 50% of your adjusted gross income, so you do not benefit from an income tax charitable deduction for additional gifts, OR
- You are subject to the 2% rule that reduces your itemized deductions, OR
- You do not itemize deductions.
Join the Founders Legacy Society
The Founders Legacy Society recognizes all those who have made a bequest provision, a life income gift, or other planned gift commitment to Riverview.