Resources and Information for Advisors
Menlo School’s Development Office is happy to provide you, your attorney or professional advisors with detailed information regarding your gift planning. We welcome the opportunity to assist you with developing your personal and philanthropic goals. We also encourage you to consult with your professional advisors when you are considering a planned gift to Menlo. Please contact us—we’re here to help!
For Your Reference
The School’s full legal name is MENLO SCHOOL.
Menlo’s federal tax ID number is 94-3204137.
Sample Bequest Language To Review With Your Attorney
“I, [name], of [city, state, zip], give, devise, and bequeath [written amount or percentage of estate] to Menlo School (tax ID # 94-3204137), located at 50 Valparaiso Avenue, Atherton, California, 94027, for its unrestricted use and purpose.”
Wire Transfers and Gifts of Securities
For specific instructions on wiring funds directly to the School, or to make a gift of stock by transferring securities, call Lisa Rillamas in the Development Office at 650.330.2001 ext. 2550 or email firstname.lastname@example.org.
Charitable Gift Annuities
Menlo School is not licensed to issue Charitable Gift Annuities; however, we have foundation and financial partners who may assist you with making this type of planned gift including the The Silicon Valley Community Foundation. For more information, please contact Menlo School’s Development Office (see contact information below).
50 Valparaiso Avenue
Atherton, CA 94027
Menlo School Development Office
Menlo School is not engaged in rendering legal, financial or tax advice. Charitable giving has complexities that cannot be adequately detailed in brief descriptions. Individual personal situations may vary. Please contact your financial or legal advisor.