The high prices of stocks make this an excellent time to consider making a gift of securities. Gifts of appreciated securities may also allow you to make a larger gift to Exeter than you could with cash. If you have owned the appreciated securities for more than 12 months, you can claim as an income tax deduction up to 30 percent of your adjusted gross income in the year of the gift. Unused deductions can be applied to as many as five future tax years. Many corporations offer matching gift programs for employees and their families.
Most programs match on a dollar per dollar basis.
A matching gift can often double or triple your gift, and all matching support is credited to you. There are many sophisticated tax-advantaged ways to give to University School through planned giving vehicles. These can be quite complex and we encourage all donors to consult with their attorneys and financial advisors in order to realize the best plan for them. The list below represents only a few of the many possible ways to make a planned gift. A bequest to University School is a gift conveyed by the donor's will that will ultimately come to the school.