Ways to Give
Your gift to Walker’s helps provide exceptional educational opportunities to young women with unlimited potential. You can make your gift in a number of ways. Whatever method is best for you, we thank you for making Walker’s a philanthropic priority.
- Gifts of Cash
- Matching Gifts - Multiply the Impact of Your Giving
- A Gift of Appreciated Securities and Wire Transfers
- Planned Gifts
- A Gift of Real Estate
- In-Kind Gifts
The simplest method of giving is an outright gift of cash. Only the amount given to the School in a particular tax year is deductible for income tax purposes, consistent with Internal Revenue Service regulations. Gifts of cash are deductible in any tax year to an upper limit of 50% of your adjusted gross income. Any balance of the deduction remaining may be carried forward and deducted to similar limits in the five succeeding tax years.
You may be able to double or even triple your gift to the Fund for Walker's by seeking matching gifts from your employer. If you serve on a board of an organization, that organization may also provide matching gifts. We are most grateful when donors take extra time to visit this matching gift website or contact their personnel office to see if such matching gifts are possible at their companies. If you make your gift online, please send in your matching gift form separately to the Development Office to the Director of the Fund for Walker’s, 230 Bushy Hill Road, Simsbury, CT 06070. Please send documents with original signatures.
A gift of appreciated securities, held for a minimum period of one year and one day, may offer you significant tax benefits.
You will be entitled to claim a charitable contribution deduction for the full fair market value of the donated securities on the day they are delivered or transferred to the School. You will avoid all capital gains tax liability for the appreciation in value for securities transferred directly to the School.
Gifts of appreciated securities are deductible for tax purposes to an upper limit of 30 percent of your adjusted gross income in the year of your gift. Any balance of the deduction remaining may be carried forward and deducted to similar limits in the succeeding five tax years.
For gifts of stock or mutual funds, please alert Genie Lomba at +1-860-408-4252 or email@example.com, providing stock name, total shares, your broker’s name, anticipated transfer date and designation of your gift to Walker's.
Ethel Walker's DTC: #0164
Ethel Walker's Tax ID: #06-0689699
Agent Bank and contact:
Charles Schwab & Co.
43 LaSalle Road
West Hartford, CT 06107
FAX # 1-860-570-4051
Attn: Michelle Duer, broker
For US donors, to make a gift via a wire transfer of funds to Walker's:
You may also choose to support Walker’s long-term financial health through a planned gift, which is usually designated for the endowment, unless you have a specific request. The endowment provides critical income for the financial stability and growth of the School.
The simplest planned gift is a bequest naming the School as a beneficiary; other options include IRA charitable rollover, life insurance, life income gifts, gifts of future interest in real estate or a charitable lead trust. For more details, please review our Planned Giving information or contact Marion Paterson, Director of Development, at firstname.lastname@example.org or (860) 408-4257.The Ethel Walker Heritage Society honors donors who have made planned gifts to the School.
You may prefer to fund your contribution with a gift of real estate. This may be done as a simple outright gift, where the property is given directly to the School, or as a gift with a retained "life estate." The gift with a retained life estate allows you to take advantage of the immediate tax benefits of a charitable gift even while you continue to live in and enjoy the property. Please consult Marion Paterson, Director of Development, at (860) 408-4257 or email@example.com for additional information about gifts of securities, life insurance, and real estate.
In recognition of your generous spirit, you may wish to make a total gift that is larger than you can pay immediately. Your gift may be made payable over a period of up to five years. For example, a pledge made in 2015 should be fulfilled by 2020. Written and signed documentation of such pledges is required to count them toward either the Fund for Walker's or the Centennial Campaign. You can make your pledge online today!