Planned giving is a way of making a valuable contribution to The Walker School and enjoying personal financial benefits, too. By including Walker in your estate planning, your gift has a long-lasting effect on the school. The ideas outlined in this section are ways to make meaningful gifts to Walker. It is critical to seek advice from your legal and tax advisors when pursuing any of these plans. All gifts to The Walker School are tax deductible as allowable by law.
Appreciated Securities
Gifts of appreciated securities can be one of the easiest and most advantageous ways of giving. If your gift of stock is one that you have owned for more than one year, you may deduct the full fair market value of the stock as a charitable contribution while bypassing all capital gains taxes. Consult your financial advisor or contact the Director of Development.
Bequests
Bequests are a thoughtful, creative way to make gifts to Walker. After providing for your family, you can ask your attorney to include a gift to your extended Walker family by specifying a dollar amount, property, or percentage of your estate in your will. Consult your attorney or financial advisor or contact the Director of Alumni Relations & Planned Giving.
Charitable Trusts
Charitable Trusts are mutually beneficial for both you and the school. By creating a unitrust or annuity trust you receive an income during your lifetime. By transferring a portion of your assets to a charitable organization, you may reduce your estate and consequently reduce your capital gains taxes on the assets while establishing a regular stream of income paid to you. Consult your attorney or financial advisor and contact the Director of Alumni Relations & Planned Giving.
Life Insurance
The gift of life insurance is a sensible, generous way of giving to The Walker School. To qualify, The Walker School needs to become the owner and beneficiary of the policy. Ongoing premiums paid on a gifted life insurance policy may qualify for charitable deductions. Consult your financial advisor and contact the Director of Alumni Relations & Planned Giving.