Giving From Your Donor-Advised Fund

Make an outright gift from your donor-advised fund OR name us as the ultimate beneficiary of the remainder in the fund.


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How It Works

  • Name The Hotchkiss School as a beneficiary of your donor-advised fund (DAF).
  • Designate us to receive all or a portion of the balance of your fund through your fund administrator.
  • The balance in your fund passes to Hotchkiss when the fund terminates.
  • During your lifetime you can also make grants to us from your donor-advised fund. See how a DAF works.

Benefits

  • You can direct your gift to a particular purpose (be sure to check with us to make sure your gift can be used as intended).
  • Maintain flexibility to change beneficiaries if your needs change during your lifetime.
  • You can also direct your DAF to other charitable causes.

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Plan-a-Gift ™

Our interactive Plan-a-Gift™ will recommend the best gift plan to meet your individual needs based on your age, goals and assets, and will help The Hotchkiss School at the same time.

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Contact Us

Planning your estate and legacy for future generations, including your charitable interests, takes careful evaluation. I am here to help and will gladly discuss your needs, goals, and possible gift options.

Brent Alderman Sterste, Director of Gift Planning
baldermansterste@hotchkiss.org
(860) 435-3263
11 Interlaken Road
Lakeville, CT 06039-2141