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Lights the Night - Old Trail School

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Annual Fund Starts Strong$440,000$269,000The <strong>Old</strong> <strong>Trail</strong> <strong>School</strong> Annual Fund is off to a great start this fall, andwe are on our way toward our goal of $440,000. As we go to presswith this magazine, <strong>the</strong> Annual Fund stands at $269,000 with cashand pledges! As with many independent schools, we are supportedprimarily by tuition, philanthropic contributions and endowmentincome. The Annual Fund is a critically important fundraising effortthat helps support <strong>the</strong> daily operations of <strong>the</strong> <strong>School</strong>.Please make <strong>Old</strong> <strong>Trail</strong> <strong>School</strong> a priority on your giving list this year!Use <strong>the</strong> envelope in this magazine to send in your pledge or taxdeductiblegift. You can also make your contribution with MasterCardor Visa by visiting our secure website: www.oldtrail.org, click onSupporting OTS and follow <strong>the</strong> instructions at Donate Now.Every gift matters and plays a vital role in offering children anextraordinary education!MAKING YOUR ANNUAL FUND GIFTThere are many ways to make a gift to <strong>Old</strong> <strong>Trail</strong> <strong>School</strong>.• Cash, checks and credit cards remain <strong>the</strong> simplestway to support <strong>Old</strong> <strong>Trail</strong> <strong>School</strong> and can be mailed to <strong>the</strong><strong>School</strong>, made over <strong>the</strong> phone, given in person or enteredonline at www.oldtrail.org.• Matching Gifts: Many employers match charitablecontributions. Check to see if your employer will matchyour gift to <strong>Old</strong> <strong>Trail</strong> <strong>School</strong>.• Gifts of Stocks, Bonds and Mutual Funds: Appreciatedstocks, bonds or mutual funds held at least a year, canbe a great way to make a gift. By selling depreciatedsecurities and gifting <strong>the</strong> proceeds, donors may be able towrite off <strong>the</strong> loss and get a tax deduction on <strong>the</strong> gift.• IRA Charitable Distributions: Until December 31, 2009,individuals can directly transfer up to $100,000 percalendar year from <strong>the</strong>ir individual retirement accounts(IRAs) if <strong>the</strong>y are at least age 70½ at <strong>the</strong> timeof distribution.• Tangible Property and Real Estate: <strong>Old</strong> <strong>Trail</strong> <strong>School</strong> acceptsworks of art, stamp/coin collections, furniture, supplies, etc.if <strong>the</strong>y help educate students or operate <strong>the</strong> <strong>School</strong>. Weconsider gifts of real estate on a case-by-case basis.• Planned Gifts: You can designate <strong>Old</strong> <strong>Trail</strong> <strong>School</strong> as abeneficiary of a will or trust, retirement plan, life insurancepolicy, bank account or stock holding or charitable leadtrust. If maintaining income is important, a charitable giftannuity or charitable remainder trust may be considered.MEMORIAL AND TRIBUTE GIFTSJune 28 – October 27, 2008In honor of <strong>the</strong> marriage ofKathryn Fair and Nicholas LekasMr. and Mrs. Paul KruderIn memory of Marjorie Billow WheelerMiss Anne Sperry and Miss Virginia Sperrywww.oldtrail.org31

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