There are many ways to make a gift to Middlebury. Find the option that works best for you!

Make an Online Gift

Tax Information

All donations to Middlebury are tax deductible to the full extent of the law. 

Please note that Middlebury’s fiscal year runs from July 1 to June 30. Middlebury’s legal name is President and Fellows of Middlebury College and its federal tax identification number is 03-0179298. 

How to make a gift:

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We encourage you to make your gift online or call 888-FOR-MIDD(367-6433) to charge a gift to your American Express, Discover, MasterCard or Visa credit card.

Credit card gifts may be made online anytime before 11:59 p.m. (Eastern Standard Time) on June 30 (for our fiscal year end deadline) or December 31 (for calendar year end) through our secure web site. You may prefer to make your gift online or by telephone to avoid delays and help assure your credit card gift is processed in time to count for participation in our fiscal year end or calendar year end tax purposes. The way you make your gift (phone, online) determines the deadline, since the effective date for tax purposes is the date the card is charged at your financial institution, per IRS regulations. Wire transfers must also be received by our bank on or before this deadline. 

 

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Checks should be made payable to Middlebury and mailed to:

Gift Administration
Middlebury College
700 Exchange Street
Middlebury, VT 05753

If you would like to restrict your gift to a specific designation, please specify your gift designation on the memo line of your check.

Check date and USPS postmarked no later than June 30 or December 31.  Checks sent by FedEx, UPS or other overnight carriers will be effective as of the date received at Middlebury College, NOT the date sent by donor, per IRS regulations.
 

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To make a gift by wire transfer, please contact Brandi Correia at bwhittemore@middlebury.edu or (802) 443-5903.

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Join our TrueBlue Sustainer regular givers’ program, which allows you to divide your gift into manageable increments through convenient automatic deductions from your credit card or bank account. You can make your payments monthly, quarterly, or yearly.

Visit the online giving form to make your recurring credit card gift, call (888) 367-6433, or fill out the Direct Payment Plan Authorization Form for gifts made through your bank account and return to:

Gift Administration
Middlebury College
700 Exchange Street
Middlebury, VT  05753

Your commitment goes right to work providing reliable, steady funding for students and faculty.

How It Works

  • You determine the amount and frequency of your donation.
  • We will charge your gift to your credit card at the predetermined interval (charges are made on or around the same date each period).
  • We will send you an e-mail confirming the charge.
  • Your gift will automatically renew each year.

Benefits

  • Easier to budget and easier on your wallet.
  • You have control over your giving.
  • Your gift renews automatically.
  • It’s paperless, so it’s better for the environment.
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Donating appreciated stocks, bonds, or mutual funds is quick and simple and may provide you with significant tax benefits.  Securities must be received in a Middlebury College brokerage account via electronic transfer on or before June 30 to be recorded in the current fiscal year, or December 31 to ensure your gift is tax-deductible in the calendar year intended. 

You can notify us of your intention to make a stock gift to Middlebury by filling out this form

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Pledges allow you to make a commitment to be paid over a period of time based on an agreed-upon payment schedule. 

A pledge is a commitment by an individual or corporation to make a future contribution. Donors find that they can increase the impact of a gift by making a multiyear pledge, often during reunion years. By spreading payments over a period of time—typically five years or less—pledges allow donors to make larger commitments and fulfill them at a comfortable pace. Donors receive an income-tax deduction for the amount given each year.

Pledge years, like Middlebury’s fiscal year, are based on the 12-month period running from July 1 through June 30.

To learn more about making a multiyear pledge, contact Kitty Bartlett, director of Annual Giving, at 802-443-5335 or kittyb@middlebury.edu.

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Double Your Impact

Many employers sponsor matching gift programs and will match any charitable contributions made by their employees. Matching gifts can double or even triple the size of your gift, and they count toward your total giving. Some companies even match gifts made by employees’ spouses or retirees.

There is no additional cost to you, and the matching gift counts not only toward your total giving but also your class’s reunion total.

How Does It Work?

First, make your gift to Middlebury as you normally would. Then contact us at mga@middlebury.edu to see if your company has a matching gift program. If your company is eligible, request a matching gift form from your employer, and send it completed and signed with your gift to:

Gift Administration
Middlebury College
700 Exchange Street
Middlebury, VT 05753 

If you make your gift online, your form can be emailed to mga@middlebury.edu.

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A planned gift can provide income to you and your loved ones, while enabling you to have a significant impact on Middlebury. The College’s experts can help you integrate your charitable giving with your overall tax, financial, and estate planning.

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The IRA Charitable Rollover provides donors age 70½ or older with an excellent opportunity to make a gift during your lifetime from an asset that would be subject to multiple levels of taxation if it remained in your taxable estate. 

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Donor-advised funds allow people to establish a charitable account in exchange for an immediate tax deduction. The donors can then choose Middlebury College to receive grants from the funds.

What is a Donor-Advised Fund (DAF)?

A donor-advised fund, or DAF, is a philanthropic vehicle established at a public charity. It allows donors to make a charitable contribution, receive an immediate tax benefit and then recommend grants from the fund over time. If you have a donor-advised fund with Fidelity Charitable Gift Fund or Schwab Charitable, you can directly recommend grants to the President & Fellows of Middlebury College.  

How a Donor-Advised Fund Works

  1. You make an irrevocable contribution of personal assets.
  2. You immediately receive the maximum tax deduction that the IRS allows.
  3. You name your donor-advised fund account, advisors, and any successors or charitable beneficiaries.
  4. Your contribution is placed into a donor-advised fund account where it can be invested and grow tax-free.
  5. At any time afterward, you can recommend grants from your account to qualified charities.
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Donate residential, commercial, or undeveloped real estate and provide support for Middlebury while saving on taxes, reducing responsibilities associated with property ownership, and meeting your own needs. Real estate can be a key element in overall financial planning.

There are two kinds of real estate gifts: outright gifts and retained life estate gifts.

Retained Life Estate

A donor contributes real estate—typically a primary residence or vacation home—to Middlebury and retains use of the property during his or her lifetime. The donor receives a tax deduction, and the property is excluded from his or her taxable estate.

Example

A 75-year-old donor creates a retained life estate with a primary home valued at $500,000 in February 2019. She receives a tax deduction of $320,700 and can remain in her home as long as she chooses.

As a life tenant, you continue to maintain the property and to pay property taxes. You can give up use of the property at any point. At that time, you would no longer be responsible for taxes or maintenance and would receive a further charitable income tax deduction.

Benefits

  • Removes the asset from your taxable estate.
  • You’ll receive gift credit and an income tax deduction for a portion of the appraised value of your property.
  • You can terminate your life estate at any time and take an additional income tax deduction.
  • You’ll enjoy the satisfaction of making a significant gift now that benefits Middlebury later.

Outright Gifts

If you no longer use a vacation house or other property, an outright gift can provide significant benefits. You can deed your property (home, vacation home, commercial building, or investment property) to Middlebury. Middlebury may use the property for educational purposes or, more likely, will sell it and the use the proceeds from the sale to support its mission.

Benefits

  • Receive an income tax deduction for the fair market value of the real estate.
  • Pay no capital gains tax on the transfer.
  • Direct the proceeds from your gift to a specific College program.
  • Remove the asset from your taxable estate.
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Donate books, art, antiques, equipment, or other personal property to support Middlebury and gain significant tax advantages. Middlebury may elect to use these to further its mission or to sell the property and use the proceeds for its mission.

Benefits

  • Receive an income tax deduction
  • Pay no capital gains tax on appreciation of the property
  • Receive gift credit
  • It may be possible to fund a life-income gift with the property, which benefits Middlebury and provides you with income now
  • Enjoy the satisfaction in making a significant gift without adversely affecting your cash flow
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If you live in the United Kingdom, you can make a tax-deductible gift to Middlebury through the UK Trust. 

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