Gift Planning

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(Max 3)
  • Support Walker's today
  • Receive charitable income-tax deduction
Deduct 100% of the gift value for federal income-tax purposes
  • Support Walker's without depleting your cash reserves
  • Avoid capital-gain tax
Provide support to Walker's while decreasing the out-of-pocket cost to you by avoiding capital-gain tax
  • Make a current gift and are over the age of 73
  • Satisfy a retirement-plan annual required minimum distribution (RMD)
Avoid income tax on an RMD and provide current support to Walker's
  • Minimize taxes on the transfer of a business you own
  • Provide support for Walker's
Receive an income-tax deduction and avoid capital-gain tax
  • Make a significant future gift without affecting your current lifestyle
Reduce estate and death taxes, and retain control over your assets during your lifetime
  • Leave assets to Walker's and your heirs upon your death but you are not sure what to leave to whom
Avoid estate tax on retirement-plan assets while making other property available to pass to your heirs
  • Make a significant gift to Walker's
  • Retain an income for yourself
Receive a variable income stream and an immediate income-tax deduction
  • Make a significant gift to Walker's
  • Retain an income for yourself
Receive a fixed-income stream and an immediate income-tax deduction and avoid capital-gain tax
  • Use your assets to support Walker's today
  • Retain control over the distribution of those assets to heirs
Freeze value of assets contributed for gift- and estate-tax purposes and avoid estate tax on future appreciation

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Disclaimer

The Ethel Walker School admits students of any race, color, religion, sexual orientation, national and ethnic origin to all the rights, privileges, programs, and activities generally accorded or made available to students at the school. It does not discriminate on the basis of race, color, religion, sexual orientation, gender identity, national and ethnic origin in administration of its educational policies, admissions policies, scholarship and loan programs, and athletic and other school-administered programs.

The Ethel Walker School does not discriminate against employees or prospective employees based on race, color, sex, age, religion, national and ethnic origin, pregnancy, present or past history of mental disability, intellectual disability, learning disability, physical disability, marital status, sexual orientation, gender identity or expression, veteran status, genetic information or any other protected class under applicable law. The Ethel Walker School is an Equal Employment Opportunity (EEO).

The Ethel Walker School is an independent, college preparatory, boarding and day school for girls in grades 7 through 12 and PG.

The Ethel Walker School
230 Bushy Hill Road
Simsbury, CT 06070 USA

Main Number: +1-860-408-4467
Admission Office: +1-860-408-4200
Advancement Office: +1-860-408-4251

All For Girls
Since 1911