Securities
A gift of securities may offer a substantial tax savings by transferring appreciated stock or property. By making an appreciated security gift to a school, donors may completely avoid paying capital gains tax and receive a tax deduction for the gift’s full market value. Click here to download instructions. Click here to download the appropriate form.

The Dongan Hall Society
Members of the Dongan Hall Society have remembered the Academy through a will, bequest, or gift of property. These planned gifts provide a legacy that ensures the school’s future. Planned gifts reduce estate taxes, and in the case of a property gift, allow the donor lifetime use.

Endowment Gifts
Endowment income supports the Academy’s mission. Endowments are permanent. The fund’s principal is not spent, a portion of the annual earnings is reinvested, and the remaining earnings portion supports the school’s programs. An endowment gift increases over time and lasts forever.

Charitable Gift Annuities
Charitable Gift Annuities benefit the Academy while paying the donor a fixed annual income for life. Donors receive a charitable deduction and full credit for the fair market value of the gift on the date made.

Charitable Remainder Trusts
These trusts are individually designed to pay beneficiaries either fixed or variable income payments for life or a designated number of years. If funded with appreciated securities, the donor pays no capital gains tax and s/he also receives a charitable deduction based on the size and length of the trust.

The information contained on this website is not meant to replace the professional advice of your tax planner, accountant or attorney. Please consult a professional for advise.