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Ways to Give

There are many ways to give. Consider your situation and explore the options below to see what's best for you. We’d be glad to help. If you’d like to learn about creating a new endowment fund or explore other priority giving opportunities, please contact Director of Development Hugh Montgomery at 802-387-6272 or hmontgomery@putneyschool.org.

One-Time and Recurring Online Gifts
Make your gift online, either a one-time gift or set up recurring gifts. We accept MasterCard, Visa, American Express, and Discover Card. You may also set up credit card gifts and direct debit contributions by calling Heather Newkirk at 802-387-6213.  Please do not email credit card information.

Cash
By check, to The Putney School, Attn. Development Office, 418 Houghton Brook Road, Putney, VT 05346

Stock
Gifts of appreciated securities or mutual fund shares may provide tax benefits. Please consult with your financial planner, and contact Heather Newkirk for transfer instructions at hnewkirk@putneyschool.org or 802-387-6213. Gifts are acknowledged based on the date shares are delivered to Putney’s regular brokerage account so please allow time for your broker to make the transfer, especially toward the end of December.

IRA Rollover
Now that Congress has made the IRA rollover permanent, you can make thoughtful contributions to Putney, satisfy your required minimum distribution (RMD), and avoid income tax you would otherwise have to pay on mandatory withdrawals. This benefit is available to itemizers and non-itemizers alike and requires only a few simple steps. More information, as well as sample letters you can use to communicate with your IRA custodian and Putney, see our IRA Rollover page, or contact Hugh Montgomery, director of development, at 802-387-6272 or hmontgomery@putneyschool.org.

Planned Giving
Gifts that pay you income for life are a tool that can provide for both your family and for Putney. Charitable Gift Annuities and Charitable Trusts generally provide income during your life, tax deductions (both income and estate), and avoidance of capital gains taxes.  There are a variety of tools that can be used to help donors meet their obligations to themselves and their families while simultaneously supporting Putney now and in the future. We’d be happy to talk with you about options that might make sense for you.

Bequests and Designations
The simple step of including Putney as a beneficiary in your Will or retirement fund can provide a future of opportunity and stability for Putney students. Whether a percentage of your estate or a specified amount, remembering Putney when you make your Will or designate beneficiaries will make a difference.

Gifts of Real Estate or Personal Property
Gifts of real estate, art, musical instruments, equipment, furnishings, or other tangible property may make wonderful and useful gifts to Putney. Some types of gifts provide valuable tax benefits to the donor.

Endowment Gifts
Putney welcomes gifts to all existing endowment funds, as well as the creation of new named funds. Endowment gifts are a way to create a lasting legacy of support for The Putney School.

 

The Putney School | Elm Lea Farm, 418 Houghton Brook Road, Putney, Vermont 05346-8675
802-387-5566 (main) | 802-387-6278 (fax) | admission@putneyschool.org | info@putneyschool.org
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