For Professional Advisors

In your work as a professional advisor, you value professionalism, integrity, and honesty, taking the utmost care when serving your clients. As a nonprofit organization, we share your values and take the same care when it comes to helping our donors plan charitable gifts to Miss Porter’s School. Please use these tools as you help your clients with their charitable plans, and feel free to contact us for more information or assistance.

Tools for Professional Advisors

Legal Name: Miss Porter’s School, Inc.
Federal tax ID number: 06-0646786
Location: 60 Main Street, Farmington CT 06032
Who to contact: Susan Walker, Director of Gift Planning, 860-409-3626, swalker@missporters.org
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Make a Gift to Miss Porter’s School in Your Will

If your clients are interested in supporting Miss Porter’s School with a gift in their will, we have sample bequest language that they can bring to their estate-planning attorney.

Show the Benefits of Possibly Increasing Income via a Charitable Gift Annuity

Provide your clients with a free, no-obligation illustration of their gift to Miss Porter’s School with a Gift Illustration. Contact us and we will provide you with an illustration demonstrating tax savings and other benefits for multiple gift types.

Partner with Us

We understand that gifts to charities such as Miss Porter’s School can be an important part of your clients’ overall financial and estate plans. That is why we are committed to working with you to ensure that your clients find the charitable arrangements that best meet their needs. We believe that charitable planning is a process that ideally involves the donor, professional advisors, family, and our gift planning staff—all working together to arrange the best gift possible.

Miss Porter’s School, its employees or representatives, do not offer legal or financial advice. For such advice, please consult an attorney, financial advisor, estate planning professional, accountant, or other appropriate professional before making any material decisions based on information we provide through this website, printed materials, or other sources. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law my further impact your individual results.

With links to illustrations and How it works for each of these assets and gift plans.

Assets to give

• Appreciated securities
• Business interests
• Donor advised fund remainder
• Partnership interests
• Personal property
• Real estate
• Retirement plan

Gift plans

• Bequest
• Charitable bargain sale
• Charitable gift annuity     
• Deferred gift annuity
• Charitable lead trust
• Remainder annuity trust
• Remainder unitrust

Forms

• Sample Bequest Language
• Bequest Intention Form
• Donor Advised Fund Intention
• Donor Advised Fund Remainder instruction
• Frequently Asked Questions
• Stock Transfer Instructions
  (For transfer instructions, see "What are tax considerations of giving a gift of highly appreciated property?" on our Frequently Asked Questions page.)
• Wire Transfer Instructions
  (For transfer instructions, see "I live abroad. How can I transfer funds electronically to Miss Porter’s School?" on our Frequently Asked Questions page.)

Request Information

It takes time and effort to create an effective plan for the future. We would like to help you by creating a personal profile of the gift type that might best suit your needs and goals. In the meantime, feel free to contact us with any questions.

To receive information on how planned gifts can benefit you and your family, just complete the form and click the send button. Your request is strictly confidential and non-obligatory.