Ways of Giving

Gifts to Chinese American International School are tax-deductible to the full-extent of the law and will be acknowledged promptly in writing.

The CAIS tax ID is 94-2786958

Ways of Giving

Gifts Online

Please use our secure giving form to make a gift online.

Gifts by Mail

Please send checks (made payable to Chinese American International School) to:

Chinese American International School
ATTN: Advancement Office
150 Oak Street
San Francisco, CA 94102

Please let us know the designation (annual fund, ShowCAIS, or a special fund), as well as information about whether the gift is in honor of or in memory of an individual.

Gifts by Phone

Please call the Advancement Office at 415-861-0566 to make a gift using your MasterCard, Visa, or American Express card.

Gifts of Stock

To ensure that you receive proper credit and prompt acknowledgement of your gift, please complete the stock form and return it to Assistant Advancement Director Myra Wooding at m_wooding@cais.org.

Please instruct your broker to deliver the assets using the following information:

To: First Republic Securities Co, LLC

Account Name: Chinese American International School

Account Number: 33L-074532

Clearing Firm: Pershing LLC

Pershing LLC DTC# 0443

Our Broker: Gloria Wong or Mike Mancini at First Republic Securities Company at Onlinebrokerage@firstrepublic.com

Matching Gifts

Many companies sponsor matching-gift programs that increase the charitable contribution made by an employee. Ask your human resources office for matching gift forms.

Planned Gifts

Planned gifts to CAIS will help build an endowment, provide funding for the future, and ensure our school will always be here. With thoughtful planning, you can make a meaningful contribution to CAIS that can also have significant tax advantages.

Here are some examples of how you can make a planned gift:

Bequests: Give a specific item of property (e.g., cash, stock, real estate) to CAIS by adding us to a will or trust document.
Beneficiary Designations: Designate all or part of your IRA or other retirement accounts, bank account, or life insurance policies to CAIS by identifying us as a beneficiary.
IRA Charitable Rollovers: Make a tax-free gift from your individual retirement account (IRA) to CAIS.

If you are interested in making a planned gift or learning more about planned giving, please contact Berkley Summerlin, Director of Advancement, at bsummerlin@cais.org or 415-861-0366.

Donor Advised Funds

A Donor Advised Fund, or DAF, is a philanthropic vehicle through which donors may contribute to their favorite charities. Established with organizations such as Fidelity Charitable® or Schwab Charitable, contributions to a DAF are immediately tax-deductible, and are invested and grow tax-free. After establishing a DAF, you may recommend grants to the charities of your choice at any point.

Here is a link to DAF Direct, which makes it easier to give directly from your donor-advised fund.