A nnual Report 2009-2010 - Dwight-Englewood School
A nnual Report 2009-2010 - Dwight-Englewood School
A nnual Report 2009-2010 - Dwight-Englewood School
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capitaL fundraisinG and speciaL events<br />
Ways of Giving<br />
The Economics of Making a Gift<br />
Making a gift can be beneficial to both the donor and to <strong>Dwight</strong>-<strong>Englewood</strong> <strong>School</strong>. Our faculty and<br />
students benefit directly from gifts to the A<strong>nnual</strong> Fund, projects funded through capital campaigns<br />
and the support that is derived from investment income on permanent endowment. From a tax<br />
perspective, giving to D-E can also be beneficial to our donors. By considering the many different<br />
ways of making a gift, you can select a gift vehicle that best suits your needs and interests. Many<br />
times, with careful planning, a donor is able to make a more substantial gift and reap significant<br />
tax and estate planning benefits.<br />
Financial Flexibility in Making Your Gift<br />
Gifts Of cash<br />
while there are many ways to give to <strong>Dwight</strong>-<strong>Englewood</strong> <strong>School</strong>,<br />
contributions made by personal check, Visa, Mastercard, or<br />
American Express make your gift immediately available to the<br />
<strong>School</strong>. Electronic fund transfers allow your financial institution<br />
to transfer funds on a regular basis. A gift of cash entitles a donor<br />
to an income-tax deduction subject to tax-deductible limitations.<br />
The Development office is happy to schedule pledge installments<br />
by credit card or pledge payments if that suits the donor’s needs<br />
as well.<br />
Gifts Of securities<br />
gifts of appreciated stock may allow a donor to avoid capital gains<br />
tax in addition to the usual tax deduction for the contribution.<br />
gifts of stock enable many <strong>Dwight</strong>-<strong>Englewood</strong> constituents to contribute<br />
far more to the <strong>School</strong> than would otherwise be possible.<br />
matchinG Gifts<br />
if you or your spouse or partner work for a company with<br />
a matching gift program, please complete and return your<br />
company’s matching gift form with your gift. The value of your<br />
gift can be doubled, and in some instances, tripled through this<br />
simple process.<br />
44<br />
Gifts Of reaL estate, Life insurance, iras,<br />
and persOnaL prOpertY<br />
gifts of primary residences, vacation property, buildings, land,<br />
life insurance policies, retirement plans, irA assets or other<br />
personal property may be advantageous to a donor. tax benefits<br />
will vary depending on the gift and should be discussed with an<br />
individual’s tax advisor.<br />
pLanned Gifts<br />
Several options, including bequests, annuities, charitable lead<br />
and charitable remainder trusts are available. Each has specific<br />
advantages and requirements. tax benefits will vary depending<br />
on the vehicle and should be discussed with your tax advisor.<br />
further infOrmatiOn<br />
please call pat Boig, Director of Development and Alumni<br />
relations, at 201-569-9500, ext. 3411 for further information.<br />
<strong>Dwight</strong>-EnglEwooD <strong>School</strong> www.D-E.org
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