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PLANNED GIVING

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Charitable Bargain Sale
(Is this gift for you?)

A charitable bargain sale is for you if ...

  • You want to use appreciated property, including securities, your home or other real estate as a gift asset, while retaining some of its value for your personal needs.
  • You are willing to sell your property to us for an amount below its fair market value.
  • You are looking for a gift plan that can reduce your capital gains liability, generate a charitable deduction, and give you cash for your property.
  • You can also use a charitable bargain sale to transfer appreciated securities or other assets to us.

For more information

Email us, complete the personal illustration form, or call us at (860) 945-5923 so that we can assist you through every step of the process.

Christopher R. Latham
Director of Development
ChrisLatham@TaftSchool.org

Chip Spencer ‘56
Planned Giving Consultant
ChipSpencer@TaftSchool.org

The Taft School
110 Woodbury Road
Watertown, CT 06795-2100
(860) 945-5923 | Fax: (860) 945-7756

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