Donate

Diversity matters in all its forms.

At The Burkard School, we know that neurodiversity allows for the kind of out-of-the-box thinking that can propel society forward. As Gary Pisano, the Harry E. Figgie Jr. Professor of Business Administration at Harvard Business School, notes, “[w]e do better when we mix people who think differently or are wired a bit differently.” (1)

It is The Burkard School’s mission to support students whose neurodiversity makes it difficult to thrive in a typical classroom setting. Our students’ neurodiversity is what makes them special and amazing. However, without proper nurturing throughout their formative years, the challenges that often come with neurodivergence can overshadow the gifts, leaving our students floundering in school and in life.

We believe that ALL children should learn in the environment that’s right for them. If it’s true that “innovation comes from the edges,”(2) then by supporting our students you support not just your community but also the future of innovation.

SECURITIES (STOCKS, BONDS, MUTUAL FUNDS) DONATION INSTRUCTIONS

Thank you for your interest in supporting the Burkard School!

Did you know that compared with donating cash, or selling securities and donating the after-tax proceeds, you may make a larger impact in your charitable gift and tax donation by donating appreciated securities to the Burkard School (FEIN: 47-4322966)?

One benefit is that you eliminate capital gains taxes and the Medicare surtax, which combined could be up to 23.8%. Tack on California income taxes, and you’re at over 33%!  Secondly, you can take an immediate income tax deduction in the amount of the full market value of the security.  Please consult your tax professional or financial advisor for advice on the tax implications of your donation.

Note: Many corporations support Stock Donations as an eligible donation for Corporate Match.  As the corporate match would double the impact of your donation, please check with your company for the match eligibility and guidelines.

To initiate a securities (stock, bond, mutual fund) donation, please contact your brokerage firm or financial advisor to complete their securities transfer form.  It may be labeled a Charitable Gift Transfer Form, a Gifting Transfer Authorization Letter, or a Charitable Donation Form.

The shares should be transferred to:

Name of Receiving Institution: Charles Schwab & Co., Inc.
Receiving Institution/Firm Account Number: 9764-2215
Account Title/Registration: The Burkard School
DTC Number: 0164
Receiving Firm Address: Charles Schwab & Co., Inc. El Paso Operation Center P.O. Box 982600El Paso, TX 79998
Contact Name at Charitable Organization: Agapi Burkard
Telephone Number: 650-918-9945

Please email Maria Ramey, Client Service Manager at WRP Wealth Management, at mramey@wrpwealth.com, and copy admin@theburkardschool.org and aburkard@theburkardschool.org to notify us that the stock is being donated to the Burkard School so that we can look for your donation and record it appropriately.  If you have any questions, please call Maria Ramey, Client Service Manager at WRP Wealth Management, at 408.217.2003.

The Burkard School is a 501(c)(3) charitable organization. All donations go directly to providing our students with an optimal learning environment.