PLANNED GIVING

Where do you want to go? Click on the gift plans that interest you to learn more about how they can help you and us reach our goals.

Outright Gifts

Gifts of Cash
Maximize your charitable deduction and deliver immediate benefits to Taft.

Gifts of Appreciated Securities
The IRS allows you one of its most significant tax breaks for gifts of appreciated securities. Here's information on how to transfer these assets to Taft.

Gifts of Real Estate
Make a substantial gift to Taft through a transfer of residential, commercial, or undeveloped real estate.

Gifts of Business Interests
Give Taft an interest in a closely-held or family business.

Gifts of Partnership Interests
Support Taft by transfering interest in a real estate or oil-and-gas partnership. Learn what the IRS requires and how we review gift offers.

Gifts of Personal Property
Donate books, artwork or equipment and secure an income tax deduction.

Estate Gifts

Gifts by Will or Living Trust
Give to the Taft School without effecting your cashflow during your lifetime.

Gifts of Retirement Plans
Your retirement plan may be worth more when donated to Taft than to your heirs.

Gifts of Life Insurance
Create a significant endowment for Taft without dipping into your capital assets.

Gifts in Partnership With Us

Charitable Bargain Sales
This part-gift/part-sale transaction gives you a charitable deduction plus cash to purchase other property.

Charitable Gift Annuities - Immediate
Receive a fixed payout and significant tax benefits.

Charitable Gift Annuities - Deferred
Build retirement earnings by deferring the onset of annuity payments. (recommended for younger donors)

Charitable Lead Trusts
Freeze the taxable value of your appreciating assets by using them to make gifts today and pass them back to family members later.

Charitable Remainder Annuity Trusts
Combine a charitable gift with a predictable fixed-income payout by placing your donation into an individually managed trust.

Charitable Remainder Unitrusts
Choose from several options that best meet your personal financial situation and our needs.

The Pooled Income Fund
We offer a life-income gift that works like a charitable mutual fund. You can give us cash or securities, receive an income tax deduction and avoid capital gains tax on the transfer, secure lifetime income, and deliver significant support to us.

Retained Life Estates
Give Taft your house and continue to live there rent-free.