This web site for the Office of Gift Planning at Middlebury outlines some of the many gift options available and their various tax and income benefits. Middlebury's Gift Planning staff can help you and your advisors determine which gift arrangement might be right for you.
Wise financial planning can provide for your future and that of your loved ones, and the right kind of plan can also help you make a difference in your world. A planned gift to Middlebury College can achieve both aims, meeting your investment and income needs while helping Middlebury educate the world's most promising students.
We deeply value your time and loyalty and believe that you, and only you, should direct the way in which you learn more about our Gift Planning arrangements. We can move as quickly or as slowly as you wish, working directly with you and/or your professional advisors.
E-mail us when you are ready, or call toll-free 866-496-MIDD (496-6433), or 802-443-5200.
Gifts of Securities
Securities such as stocks, bonds and mutual funds make a wonderful gift, and the procedure for donating them is simple. Best of all, the tax savings to the donor can be significant.
Benefits of these types of gifts:
- Greater tax benefits than equivalent cash gift
- Income tax charitable deduction if you itemize deductions
- Avoidance of capital gains tax on the appreciated securities or mutual fund shares donated
- Avoidance of broker's sales commission
Gifts of securities may be made as outright gifts, or may be used to fund a Charitable Gift Annuity or Charitable Remainder Trust.
Please call us toll-free at 866-496-6433 or e-mail us for more information, or click here for more details.