As a non-profit organization, the New Canaan Society is supported by the donations of members and friends.
The New Canaan Society collects online donations via PayPal. Clicking the button to the right will take you to our PayPal page where you can enter your donation information.
You may also click on the following to support NCS
with a donation of: $50, $100, $250, $500, $1000
Donate by Phone
You can make a credit card donation by calling 203-594-7100.
Donate by Mail
If you would like to donate by mail please send a check or money order made out to New Canaan Society, Inc. Please include your name and address so that we may send you a receipt and acknowledgement letter for tax purposes.
Mail your contribution to:
New Canaan Society
P.O. Box 111
New Canaan, CT 06840
Donations of Stock
Account details are below to make a donation of stock:
Receiving firm name: Fidelity Investments
Receiving firm DTC # 0226
Account name: New Canaan Society Inc.
Account #: 649-796964
memo: c/o Regency Wealth Management
Planned gifts and bequests are charitable contributions and, as such, result in tax and financial benefits to the donor. The extent of your benefits will depend on the manner in which your gift is made.
Outlined below are ways in which you can make a gift to the New Canaan Society, Inc. that can help you minimize estate taxes or enable you to pass assets to your heirs at greatly reduced transfer costs.
You may not be aware that if you name your children as the ultimate beneficiaries of your I.R.A. or Qualified Retirement Plan(s), they may only receive one-third of the total assets. By gifting all or a portion of your retirement plan(s) to a charitable organization, the full value is generally passed to the charity and may ultimately make a greater impact. The amount received by a charitable organization will be fully deductible from your estate.
A Bequest is the most common method of planned giving and enables you to distribute assets to individuals and charitable organizations in the amounts or proportions you indicate. An estate gift also provides the following benefits:
The opportunity to make a major gift while preserving assets during a lifetime.
Reduction in federal estate taxes
A gift of Life Insurance is a simple way to make a legacy gift. You may choose to name a charity as the beneficiary of all or a portion of a life insurance policy. A charity can also be named as the alternate or final beneficiary. At your death, all proceeds would pass immediately to the named charitable organizations. Policies originally intended to protect a spouse, child or even complete a mortgage payment may no longer be necessary. Consider how these policies may be used to help fulfill other needs or causes.
For additional information on how to make a planned gift, please contact us at 203-594-7100.
The above information is not intended as legal or financial advice. Please consult your personal advisors for the applicability of these principles to your own situation.
Contributions made to NCS are deductible to the extent allowed by law. Please note that, in strict conformance with IRS guidelines, NCS does not accept contributions that are earmarked or required to be distributed to any chapter or any other organization or person. The Directors of NCS have complete discretion and control over the ultimate disposition of any contributions received by the organization. While donors may suggest that their gifts be used for a specific purpose, these requests are non-binding on NCS. This is to help ensure that gifts made to NCS are tax-deductible to the extent allowed by law and that NCS fulfills its duties and obligations as a U.S. tax-exempt organization under section 501(c)(3) of the U.S. Internal Revenue Code.