Horace Dutton Taft Legacy Society

Horace Dutton Taft Legacy Society

During the school's formative years, Horace Taft needed to borrow substantial sums of money for capital and operating purposes. Tuition barely offset the latter and he constantly worried about the school's bank loans. He wrote to a friend in January 1900, "I shall hope to pay off about $5,000 a year until I get my debts down below my life insurance and can die with decency." He named the school as the beneficiary of his life insurance policy, the school's first planned gift, to leverage funds that would retire any outstanding obligations in the event that something happened to him prematurely. In honor of the first headmaster, and founder, as well as all individuals who have made some provision in their estate plan benefiting the school, the Board and Willy MacMullen established the Horace Dutton Taft Legacy Society in 2011.

The society's ongoing purpose is to acknowledge and thank like-minded individuals who endeavor to ensure that Taft has the necessary means to deliver consistently an exceptional, world-class educational experience. Planned gifts can significantly bolster the endowment needed to keep the school competitive with schools such as Hotchkiss and Deerfield as well as maintain its premier status as one of the finest educational institutions uniquely devoted to preparing the "whole student."

Once you establish a documented planned gift benefiting the Taft School, and with your permission, we would be delighted if you would consider membership in the Horace Dutton Taft Legacy Society. We are proud that we have been responsible stewards of our fiscal resourcesóbut there is a limit. A strong endowment is imperative to keeping pace with ever increasing operating and capital expenses.

Thank you for your loyalty to and support of the Taft School. We are eager to know if have made a provision in your estate plan or if you are thinking about this initiative so we may warmly thank you in person or answer any of your questions.

TAFT LEGACY SOCIETY QUESTIONNAIRE

You may either submit this confidential attachment electronically to Chris Latham or if you prefer,
by mail.

Name:

I /We have named the Taft School as a beneficiary in my/our:
(check all that apply)

Will
401 (k) Plan
403 (b) Plan
Remainder Trust
IRA
Life Insurance

Other, please explain:

Enclosed is documentation regarding my/our legacy intention for your confidential file. 


Comments:

Please send me/us information regarding:

Gift Annuities
Remainder Trusts
Charitable Lead Trusts
Pooled Income Fund
Donor Advised Fund
Planned Giving Seminar Dates

I/We would like to talk about my/our options. 

A good time to call is ,
between and a.m./ p.m.
My preferred phone is: Home Cell Work
My preferred email is:  

 

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Questions and comments may be directed to:

Chris Latham, Director of Development
860-945-5923 ChrisLatham@TaftSchool.org

Paul Parvis, Director of Planned Giving
860-945-7751 PaulParvis@TaftSchool.org