🎁 Wrap Up the Year With a Gift That Gives Back

 

Smart, Tax-Wise Ways to Support Oakhill Before December 31!

As we head into the holidays and the final stretch of the calendar year, it’s the perfect time to think about year-end giving. Whether you’re a first-time donor or a seasoned philanthropist, here are two easy, tax-savvy ways to support Oakhill before the clock strikes midnight on December 31.

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Donor Advised Funds (DAFs): Flexible Giving on Your Schedule

Have a Donor Advised Fund with Fidelity Charitable, Schwab, or a community foundation? Great—DAFs make year-end giving incredibly simple.

How it works:

• You contribute to your DAF and receive an immediate tax deduction.

• Then, whenever you're ready, you recommend a grant to support Oakhill.

• No rush, no pressure—you control the timing and the impact.

Why donors love DAFs:

• Fast and easy year-end giving

• Organized, strategic philanthropy

• The ability to continue supporting Oakhill throughout the year

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QCDs & RMDs: A Smart Giving Strategy for Donors 70½+

If you’re age 70½ or older, you may be eligible to make a Qualified Charitable Distribution (QCD)—a direct gift from your IRA to Oakhill.

Here’s the magic of QCDs:

• Your gift goes directly from your IRA to Oakhill tax-free.

• If you’re age 73 or older, your QCD can count toward your Required Minimum Distribution (RMD).

• You can give up to $100,000 per year using this strategy.

Why consider a QCD?

• ✔️ Standard deduction friendly

• ✔️ Reduces taxable income

• ✔️ One of the most tax-efficient ways to support the causes you love

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Getting Started With a QCD

• Eligibility: Age 70½+

• Annual limit: Up to $100,000 tax-free from your IRA

• Direct transfer: Must go straight from your IRA to Oakhill

• Plan ahead: Start early so it counts toward this year’s RMD

• Confirm & document: Make sure Oakhill receives your gift and request an acknowledgment for gifts of $250+

• Tax reporting: Keep records and report the QCD properly

• Pro tip: Lean on your financial advisor or tax professional

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A Quick Note for Families

If you have parents or grandparents who might be interested in tax-smart giving—especially those 70½ and older—please feel free to share this information with them. QCDs can be a meaningful, efficient way for them to support Oakhill while enjoying valuable tax benefits.

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🌟 A Grateful Year—and Why Your Support Still Matters

Thanks to our incredible community, we’ve already met our Mighty Oak Fund goal—and we couldn’t be more grateful. But our need—and our mission—continue every single day.

Your year-end gift ensures we can keep providing exceptional experiences, innovative programs, and the kind of education that makes Oakhill extraordinary.

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However You Give, Your Gift Matters

Thank you for thinking of Oakhill as you plan your year-end giving. Your generosity powers so much of what we’re able to do for our students, families, and faculty.

Warmest holiday wishes from our community to yours!

Learn More about Giving at Oakhill