A gift of appreciated securities that you have held for more than one year is frequently the most economical way to give. You will be eligible to take a federal income tax deduction equal to the fair market value of the stock on the date of the gift for up to 30 percent of your adjusted gross income and will avoid tax on the capital gain.
For instructions on how to make a gift of appreciated stock or mutual fund shares, please click here to access the Gift of Appreciated Stock Form, contact us at firstname.lastname@example.org or call Kathryn Wells, Manager of Advancement Services, at (203) 322-3496, Ext. 4379.
Join our Circle of the Bells Society by making a planned gift! You can make a lasting contribution to future generations by designating King School as a beneficiary of your estate plan. Your estate gift helps ensure King’s future while also possibly providing tax benefits for you and your family. Society members provide far-sighted support of King and play an essential role in ensuring the School’s continued financial health and tradition of excellence.