Gifts of Mineral Interests

Help us contine our mission by donating mineral rights through your estate or trust and receive a tax deduction.

 


How It Works

  • You donate mineral interests to The Hotchkiss School.
  • We hold the interest and collect the proceeds, or we sell it and apply the proceeds to the purposes you designate.

Benefits

  • You make a gift that benefits Hotchkiss.
  • You make the gift outright or you may use it to create a life income gift that will pay you or your beneficiaries income for life.
  • You are eligible to claim a tax deduction based on the mineral interest's fair-market value at the time of the gift.
  • The value of the assets will be removed from your taxable estate.

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.

Get Started

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