Your Support shapes futures

Online giving is one of the most impactful ways to support Ashbrook. It’s fast, secure, and allows your generosity to begin working immediately. Whether you make a one-time gift or set up a monthly donation, giving online helps sustain the programs, teachers, and opportunities you value most.

Monthly gifts are invaluable because they give Ashbrook something every school depends on: stability. With consistent support coming in each month, we can plan ahead, strengthen programs, and make long-term decisions that benefit every student.

Checks made payable to Ashbrook Independent School may be sent to: 
Accounting Office

Ashbrook Independent School
4045 SW Research Way
Corvallis, OR 97333

Ashbrook Independent School is a nonprofit 501(c)(3) organization, which means individuals who are 70½ years or older may choose to directly roll over a portion of their Required Minimum Distribution (RMD) to Ashbrook as a charitable gift.

This type of gift, often called a Qualified Charitable Distribution (QCD), can be a tax-advantaged way to support the school while meeting your annual RMD requirements.

We encourage you to speak with your financial advisor to learn more about potential tax benefits and to determine if a QCD is right for you.

Donors can give in multiple ways to nonprofit organizations beyond regular cash donations. There are tax-advantaged donation opportunities available to donors. This language can be posted in the donation area of your website. Building easy links for prospective donors will help further guide them.

If these alternative options are new to your organization, we recommend starting with the initial basics and adding planned giving options once you have had more experience and expanded your donor-network.

Opportunity # 1: Appreciated Assets: Stock, Bonds, ETFS or Mutual Funds 

Ask your Advisor or Broker to transfer shares from your brokerage account to our organization’s account using the form here (note: Link to PDF form titled “Ashbrook_Securities Donation Form” can be found below). This is an opportunity to take appreciated assets or assets without an easily known cost basis, donate to charity and avoid any capital gains as well as record this as a donation on taxes if you itemize.

Opportunity # 2: IRA Distributions – Qualified Charitable Rollover Distribution (QCD)

If you are 70 years of age or older, you can have the custodian of your IRA set up a non-taxable Qualified Charitable Distribution (QCD) directly from your IRA to our nonprofit in a manner that helps satisfy your yearly Required Minimum Distribution (RMD) requirement.

Note that this transfer is not tax-deductible but may reduce your overall tax requirement more
than a direct contribution by nature of the reduction of your overall gross income. Simply instruct your IRA administrator to make the check payable to Ashbrook Independent School, (EIN# 93-1131186) and mail it to: Ashbrook Independent School 4045 SW Research Way Corvallis, OR 97333.

Please notify us that the distribution is being made and include the name of IRA Administrator.
This will help ensure that the donation is credited properly.

Opportunity # 3: Gifts from your Donor-Advised Fund (DAF)
Giving directly from your Donor-Advised Fund can be done easily through DAF Direct or by directing your DAF Sponsor to mail a check or wired funds to our organization: Ashbrook Independent School 4045 SW Research Way Corvallis, OR 97333.

What is a DAF?

A donor-advised fund (DAF) is a centralized charitable account. It allows charitably-inclined individuals, families and businesses to make tax-deductible charitable donations of cash, publicly-traded stock and in some case, certain illiquid assets, to a public charity that sponsors a DAF program.

PDF: Ashbrook_Securities Donation Form

A planned gift is a meaningful way to extend your support beyond today and ensure Ashbrook’s mission thrives for generations. Whether through a will, trust, retirement account, or other estate planning tool, legacy gifts provide long-term strength and stability for our students and programs.

By including Ashbrook in your estate plans, you create a legacy that reflects your values and your commitment to extraordinary education.

In-kind gifts are a meaningful way to support Ashbrook beyond a traditional monetary donation. When individuals or businesses donate goods, services, or expertise, they help reduce expenses and enhance the experiences we can offer our students.

Examples of In-Kind Gifts:

• Items for our annual Celebrate Ashbrook Gala auction

• Classroom materials or equipment

• Professional services such as graphic design, photography, printing, landscaping, or consulting

• Supplies that support arts, theatre, science, or athletics programs

• Goods that can be used directly by the school or sold to benefit the Explorer Fund

These contributions make a significant impact, allowing us to direct more resources toward the programs and opportunities that matter most to families.

If you’re interested in making an in-kind gift or want to discuss whether your donation is a good fit, we would be happy to connect with you.

Gifts of equity securities will generally be liquidated immediately. The Investment Committee shall allocate the proceeds from the sale of securities to the various investment pools.

a. Subject to the intent of a donor expressed in any gift instrument, the Board, in managing and investing the Fund, shall consider the purposes of ORG and the purposes of the Fund.

b. In addition to complying with the duty of loyalty imposed by law, each person responsible for managing and investing the Fund shall manage and invest in good faith and with the care an ordinarily prudent person in a like position would exercise under similar circumstances.

c. In managing and investing the Fund, the Board and Investment Advisor may only incur costs that are appropriate and reasonable in relation to the assets, the purposes of ORG, and the skills available to ORG.

d. The Board and Investment Advisor shall make every reasonable effort to verify the facts relevant to the management and investment of the Fund.

e. Except as otherwise provided by a gift instrument, the following apply:

In managing and investing the Fund, the following factors, if relevant, must be considered:

a. General economic conditions.

b. The possible effect of inflation or deflation.

c. Expected tax consequences, if any, of investment decisions or strategies.

d. The role each investment or course of action plays within the overall investment portfolio of the Fund.

e. The expected total return from income and the appreciation of investments.

f. The needs of ORG and the Fund to make distributions and preserve capital.

g. Other resources of ORG;

h. Any specific asset’s special value, or special relationship, to the purposes of ORG.

2. Management and investment decisions about an individual asset must be made, not in isolation, but rather in the context of the Fund’s portfolio of investments as a whole and as part of an overall investment strategy having risk and return objectives reasonably suited to the Fund and ORG.

3. The Board and the Investment Advisor shall diversify the investments of the Fund unless the Board determines that, due to special circumstances, the purposes of the Fund are better served without diversification.  The Board shall review a decision not to diversify as frequently as circumstances require, but at least annually.

4. Within a reasonable time after receiving property, ORG shall make and carry out decisions concerning the retention or disposition of the property or to rebalance a portfolio, in order to bring the Fund into compliance with the purposes, terms, and distribution requirements of the Fund.

5. A person who has special skills or expertise or is selected in reliance upon the person’s representation that the person has special skills or expertise, has a duty to use those skills or that expertise in managing and investing the Fund.

Many employers offer matching gift programs that allow you to multiply the impact of your generosity. When you donate to Ashbrook, your company may match your gift dollar-for-dollar, or sometimes more, significantly increasing the support available for our students, teachers, and programs.

How Matching Gifts Work:

1. Make your donation to Ashbrook.

2. Check with your employer (or visit their HR portal) to see if they offer a matching gift program.

3. Complete your employer’s matching gift form or online request.

4. Your company sends an additional donation directly to Ashbrook.

Why Matching Gifts Matter:

• They instantly boost the value of your support.

• They help sustain small class sizes, hands-on learning, and enriched programs.

• They encourage wider community participation in advancing Ashbrook’s mission.

If you’re unsure whether your employer offers matching gifts, your HR department can help you explore available options.