Planned Giving

There are a number of ways to make a gift to Havern School. For more information on any of these planned giving options, please contact Kathleen Roxby in the Development Office to learn more.

Gifts of Appreciated Securities

Gifts of appreciated securities held by the donor for more than one year provide two tax benefits: (1) no capital gains tax is imposed on the “long-term” appreciated gift portion, and (2) the donor is entitled to a charitable deduction equal to the fair market value of the securities on the gift date.

Real Estate

A gift of real estate such as commercial property, a residence, a farm, timberland or undeveloped acreage can provide significant benefits to Havern and to the donor. A gift of unmortgaged real estate held for more than one year will generate an income tax deduction based on fair market property value at the gift date. The donor is not required to recognize any gain on the transfer to Havern School. For gifts of real estate valued at $5,000 or more, the donor must obtain a qualified appraisal.

Bequests

A bequest is a gift to Havern School under the donor’s will. It may be made for the general purposes of Havern School or restricted for a specific use. A bequest to Havern School is entitled to a federal estate tax charitable deduction, so it will not be subject to tax in your estate.

To ensure maximum benefit for the donor and for Havern School, we advise that you speak with your attorney or tax advisor and the Havern School Development Office when considering planned giving options.

Thank you in advance for considering a gift to Havern School. Your generosity will help our students flourish and soar!