PLANNED GIVING

Business Interests
(Is this gift for you?)

A gift of a business interest is for you if ...

• You are an entrepreneur, member of a family business, or participant in a professional corporation.
• You hold an ownership interest in a viable enterprise, and are able to transfer your interest to third parties like us.
• Your interest will continue to generate revenues that can flow to us, or it is likely be redeemed by the enterprise in the near future.
• Your interest is not encumbered by debt, and we will not be called on to make future contributions to or for the enterprise.
• You want to save both income and capital gains tax.
• The business interest is marketable.
• You want to increase your income without paying capital gains taxes by selling it.
• You want to transfer assets to your heirs with minimal tax ramifications.

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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