Ways to Give

Online Giving

Please enter our secure site to make a gift online. If you prefer to make a gift over the phone or would like to set up a recurring credit card gift, please call Anna Kasperuk at 800-959-8238.

The date of your credit card gift is based on Eastern Standard Time. Note: Debit cards must have a Mastercard or Visa logo.

Thank you for supporting the Taft School.

Check

Checks for Taft Fund gifts should be made payable to:

Taft Fund

Please include your class year or parent year on the check, and send it directly to:

Taft School
Attn: Anna Kasperuk
110 Woodbury Road
Watertown, CT 06795

Due to delays in processing international checks, it is recommended that donations be sent via wire transfer rather than by international check.

For wire transfer instructions, please see below or email Anna Kasperuk at .

Thank you for supporting the Taft School.

Securities, Mutual Funds, Wire Transfers

Securities

To make a gift of securities, contact Anna Kasperuk at 860-945-7742 or akasperuk@taftschool.org to notify Taft of the pending transfer.

Please provide the following information for your broker or banker to electronically transfer your securities to the Taft School gift account held at BNY Mellon Capital Markets, LLC. The effective date of your gift will be the date on which your securities are received by an account over which the Taft School has control or an account that you have established specifically for charitable purposes.

DTC Eligible Securities

DTC #: 0443
Pershing LLC
For credit to Account #: N7M-001004
Client Account Name: Taft School

Wire Transfer

To make a wire transfer gift, contact Anna Kasperuk at 860-945-7742 or akasperuk@taftschool.org

Mutual Funds

To make a gift of mutual funds, please contact Anna Kasperuk at Taft (860-945-7742 or akasperuk@taftschool.org) and Jorja Watts at BNY Mellon Capital Markets (412-234-0439) in order to confirm that the Mutual Fund being gifted can be accepted. A cusip number or security symbol will be needed.

For Donors Who Hold Their Account at a Broker-Dealer:

Most broker-dealers can deliver gifted mutual funds through a system called ACAT. Please supply your delivering broker with the following information in order to execute such a transfer:

DTC #: 0443 Pershing LLC
Account #: N7M-001004 Taft School

Make sure you, and the mutual fund representative/broker/dealer, agree on the shares you wish to donate for cost basis.

For Donors Who Hold Their Accounts Directly with the Mutual Fund Company:

In order for the mutual fund to be delivered in, a bin/shell account must be established at the fund by Pershing, our clearing broker. Please call Jorja Watts at 412-234-0439 to have the bin/shell account opened. This process can take at least 24 hours. Once the account has been established, you can instruct the Mutual Fund Company to move your shares into the bin/shell account that was established. If needed, Taft can provide you with a Transfer Letter of Authorization you will need in order to process this request. You must contact the Mutual Fund Company or Brokerage Firm in order to obtain the directions on where to send the letter and whether a Signature Medallion Guarantee is necessary to process the transfer.

Matching Gifts

Many companies offer matching gift programs to employees and their families, allowing individual gifts to be doubled, and sometimes tripled. All matching gifts are credited directly to you. To find out if your company has a matching gift program, please enter your employer's name below. If you do not see your employer listed, ask your Human Resources department if they offer a matching gift program. Please submit your completed matching gift form to the Alumni & Development Office using the address or email below. If you have any questions, please call our office at 800-959-8238.

**Taft needs the Gift ID from your employer to credit you with a matching gift. Please send Gift ID information to AKasperuk@taftschool.org

Planned Giving

The Founders Society

Horace D. Taft Circle: $100,000 and above

Winifred T. Taft Circle: $50,000—$99,999

Head of School Circle: $25,000—$49,999

Non ut Sibi Circle: $10,000—$24,999

Red & Blue Circle: $5,000—$9,999

1890 Circle: $1,890—$4,999

Rhino Circle:
1st-5th Reunion: $250+
6th-10th Reunion: $500+

Are you matching?

Don't miss the opportunity to DOUBLE or TRIPLE your donation and increase your impact. Matching gifts are credited directly to you.

Ask your employer if they offer a matching gift program.

**Taft needs the Gift ID from your employer to credit you with a matching gift. Please send Gift ID information to AKasperuk@taftschool.org

In This Section

Ways to Give

Ways to Give

Online Giving

Check

Pledges

Securities, Mutual Funds, Wire Transfers

Securities

DTC Eligible Securities

Wire Transfer

Mutual Funds

For Donors Who Hold Their Account at a Broker-Dealer:

For Donors Who Hold Their Accounts Directly with the Mutual Fund Company:

Matching Gifts

Planned Giving

The Founders Society

Are you matching?

In This Section