Ways to Give

A wise donor will take advantage of federal tax incentives specifically intended to encourage charitable contributions. Such incentives often enable a donor to make a larger gift at no additional, or even a reduced, out-of-pocket cost.

Gifts of Cash

While direct gifts of cash are most immediately helpful to the capital campaign, donors may make a contribution in a variety of ways, many of which offer substantial tax, estate planning and other financial benefits. As a result, donors may enhance financial security for themselves and their families, while at the same time making a substantial commitment to strengthening the School.

Writing a check to The Hun School capital campaign is an easy and direct way to contribute to the School. Cash contributions entitle you to a tax deduction for the amount of the gift, up to a maximum of 50 percent of your adjusted gross income.

Pledges

Rather than making an outright cash gift, you may prefer to spread out the payments for up to five years on a schedule convenient to you. A pledge may allow you to contribute more significantly to the campaign than might otherwise be possible, while extending tax advantages over a period of several years.

Appreciated Securities

Gifts of appreciated securities can be particularly beneficial to both you and The Hun School. Long-term securities (those held more than a year) earn a deduction on their market value at the time of the gift, and exempt you from capital gains tax. Short-term securities earn a deduction on their original cost to you.

Donors making a gift of stock should follow these steps: If you hold the stock certificate, an efficient and safe method of transfer is to send it (first-class mail) unendorsed to Mr. James O’Boyle, Director of Advancement. Securities are not negotiable without a signed stock power. You should, therefore, mail the stock power to The Hun School in a separate envelope. The stock power should be signed exactly as your name appears on the stock certificate, but with no other information filled in.

If your shares are held by a brokerage firm, the firm should telephone Mr. James O’Boyle at (609) 921-7600 or (888) 411-2586 for instructions on how to arrange a transfer.

Note: Donors should not instruct their brokers to open an account in The Hun School’s name or to sell shares for Hun’s account.

Gifts in Kind

The campaign can benefit from many different gifts in kind – everything from concrete to lumber can reduce the cost of building construction. Such gifts can be arranged through a donor’s business, and may reduce your estate tax liability and lower your taxable income for the year of the donation. Please contact the Office of Advancement before proceeding with such a gift.

Estate Planning

While the term “estate plan” suggests an organized way to direct one’s assets after death, it encompasses much more that can have a positive impact during one’s lifetime. An estate plan is a design for conservation, use, growth, and ultimate disposition of assets during our working years, through retirement, and after we die. The process of creating a plan encourages active thought about our resources and what they will mean to us and our families. It can bring into focus our personal as well as financial objectives with regard to what is really important for us to accomplish. It can help us to realize our desire to provide a meaningful legacy to institutions such as The Hun School that work to serve our community.

Charitable giving reduces the tax impact on your estate and allows you to invest in organizations that extend your values in perpetuity.