Donations and Giving

The Wonder of Waldorf – Ways to Give

Our greatest strength is our community: dedicated individuals who share their time, talent, and resources to make this extraordinary education possible for generations of students. With the support of friends, families, and foundations, we have grown from a single kindergarten classroom to a thriving multi-campus school over 40 years. Each student’s education is financed by both tuition and annual giving support. Each year, about 20% of the operating budget comes from philanthropy, development events, and grants. It is your support that makes the Waldorf experience distinctive for every child. There are many ways to contribute and connect. Be in touch to learn more. Andrew Holets, Director of Development or call 619-280-8016 x312.

Meet Our Team

Andrew Holets, Director of Development

619-280-8016 x312

Liza Ferraro, Development Event Coordinator 

619-280-8016 x201

The Waldorf School of San Diego is a non-profit and organized under Section 501(c)(3) of the Internal Revenue Code, and as such all donations are tax-deductible. Our Tax Identification Number (EIN) is 95-3641387.

Ways to Give

Thank you for your support of Waldorf School of San Diego. However you choose to give, know that any amount will help the School immeasurably. Be in touch to explore giving options that work best for you: Andrew Holets, Director of Development, 619-280-8016 x312

There are many ways to make a gift to the School:

UNRESTRICTED AND RESTRICTED GIVING

Some donors prefer to give restricted gifts or donations that come with conditions attached and generally are designated to fund a specific program or initiative, such as a scholarship, classroom need, or building fund.  Unrestricted gifts, however, can be added to general operating funds and used where it is most needed. To discuss customizing your giving, please contact Andrew Holets, Development Director, aholets@waldorfsandiego.org

ONLINE

Gifts and pledges can be made any time throughout the year on a one-time and/or recurring basis by visiting https://waldorfsandiego.org/giving/ways-to-give/

MAIL

Mail with your charitable contribution gift to:

The Waldorf School of San Diego
Attn: Development Director
3547 Altadena Avenue
San Diego, CA 92105

PHONE

Call us at 619-280-8016 x 201.

We will ask for your:
Name
Address
Home Phone Number
Amount of Gift
Designation of Gift
Credit Card Information
Type of Card (Visa, MasterCard, American Express)
Card Number
Expiration Date (Month/Year)
Security Code
Name on Card

MATCHING GIFTS

Many companies have matching gift programs that can double or triple the value of your gift. Please check with your company’s Human Resource Department. The matching gift must be initiated by you after you have contributed to the Waldorf School of San Diego. When we receive notification from the company, we verify that your gift was made and complete the necessary documentation. The school is already registered with many companies and giving organizations, so this may be as simple as selecting the school as your beneficiary.

 

STOCKS

A gift of stocks (or bonds) is an easy way for you to make a gift. By making a gift of your appreciated securities, you can avoid paying capital gains tax that would otherwise be due if you sold these assets. Here are some of the potential benefits:

  • No capital gains tax on donated securities
  • Receive a charitable income tax deduction
  • Enjoy possible increased income
  • Further the Waldorf mission today!

Our Donation of Securities Form is available here: WSSD Donation of Securities Form. Once you have decided on the securities you will transfer to Waldorf, please email the Business Office at kgalvin@waldorfsandiego.org and Development Office at development@waldorfsandiego.org to alert us of the transfer so we may follow up with you when the transfer is complete.

PLANNED GIVING

Real Estate

Wire Transfer

Many families elect to set up electronic fund transfers from a brokerage, checking or savings account. Please use the address listed above for automatic checks. If you prefer to wire funds to the school’s account, you may use this wire transfer information.

Planned Gifts in Wills/Trusts

IRA

Family Foundations

SPECIAL EVENT SPONSORSHIP

Life at the Waldorf School of San Diego is enhanced by a host of festivals, celebrations, performances, and events held throughout the year to mark the passage of seasons and holidays, developmental milestones, as well as significant historical moments.  Festival celebrations help create our relationship with time, nature, and community. In addition to the community-wide festivals listed here, teachers celebrate other festivals in the classroom, including those connected to families in our community and different cultures being studied. Please contact Liza Ferraro, Development Event Coordinator, 619-280-8016 x201 for more information.

Learn more: https://waldorfsandiego.org/community/annual-events/

IN-KIND DONATION

Whether it a donated service or product from your company, collections for food and clothing drives, or a donation to meet a classroom need, please contact Andrew Holets, Director of Development, or call 619-280-8016 x312.

2020 CHARITABLE GIVING TAX INFORMATION

As we turn to the joys of tax season, please use the following information to access your 2020 charitable giving to The Waldorf School of San Diego.

Direct donation history can be found on your BigSis portal. Please note that our school presently use two donor database programs; one program (Greater Giving) to track the Gala and other special event giving, and (BigSis) another for traditional charitable giving to track annual giving, unrestricted, restricted and other online gifts. Your BigSis donations confirm that you did not receive any goods, services or benefits as a result of this contribution. If you wish to receive tax information related to special event donations, please respond to this email or at 619-280-8016 x312.

You can access your 2020 giving through your BigSis portal:

  1. Log into your BigSis Portal account at www.bigsis.com
  2. Click on the Donor tab
  3. Click on the Documents sub-tab
  4. Click Download on Your Tax Receipt 1/1/2020 – 12/31/2020 to view your 2020 charitable contributions.

The Waldorf School of San Diego Tax ID EIN: 95-3641387

If you’d like a further account of your giving or wish to receive a hard copy in the mail, please contact Andrew Holets at aholets@waldorfsandiego.org or Liza Ferraro at lferraro@waldorfsandiego.org.

And most importantly, thank you for your support!

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