PLANNED GIVING

Assets You Can Give

Appreciated Securities
The IRS allows you one of its most significant tax breaks for gifts of appreciated securities.

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

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

Life Insurance
Use an unneeded policy to make a donation.

Partnership Interests
Support Taft by transferring an interest in a real estate or oil-and-gas partnership.

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

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

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

Christopher R. Latham
Director of Development
ChrisLatham@TaftSchool.org

Chip Spencer ‘56
Planned Giving Consultant
ChipSpencer@TaftSchool.org

The Taft School
110 Woodbury Road
Watertown, CT 06795-2100
(860) 945-5923 | Fax: (860) 945-7756

Planned Giving content and Legacy Planner® copyrighted © 2008 VirtualGiving.