About

Dalton has actively embraced an innovative and progressive tradition for approximately 100 years. Read an introduction from Head of School Ellen C. Stein; learn about Dalton's history and founder Helen Parkhurst's Education on the Dalton Plan; view Dalton's mission and values, including the School's intentional commitment to establish equity and diversity, and review Dalton's most recent Strategic Plan.

Programs

Dalton offers its 1,300 students a wide array of stimulating and challenging programs taught by passionate and dedicated faculty. Outstanding academic offerings are complemented by exemplary performing and fine arts curricula – taught by faculty who are professionals in their fields – and a full range of athletic teams and extracurricular activities.

Our Community

Dalton takes great pride in the strength of its engaged and collaborative community. Students , faculty, staff, parents and alumni work together to advance mission, celebrate tradition and enhance school culture. Students and teachers serve on the Board, along with trustees and administrators.

Life Stage Gift Planner™

Ages 60–70

Photo of the Dalton School logo.

At this stage in life, some of the financial issues you may find yourself dealing with are:

Comprehensive estate- and wealth-transfer planning
Understanding the transfer-tax system
Learning about wealth-transfer techniques
Active financial planning
Increasing cash flow—charitable gift planning helps minimize taxes
Shifting to income-producing assets
Assisting children with debt through annual gifts
Assisting grandchildren with education expenses
Concern with the financial future of the next generations
Using trusts and wealth-transfer strategies to achieve goals
Taking advantage of charitable trusts to optimize family wealth transfers and maximize tax benefits

For the charitably inclined, certain types of gifts can provide solutions to taxing problems:

Charitable bequest
If you would like to make a substantial gift to charity but you do not have the current disposable income or assets to do so now, consider a charitable bequest.

Cash, checks, and credit cards
A gift of cash is easy to make, and the gift is not subject to gift or estate tax. A contribution of cash or by a check that is postmarked in December is deductible for that tax year—even if Dalton receives it in January—provided the account against which the check was written had sufficient funds to cover it in December. A contribution by credit card must be made by December 31 in order to be deductible for that tax year.

Charitable remainder unitrust
Provides for annual payments to the designated beneficiary(ies) of a specified percentage—at least 5% of the value of the trust as it is valued each year. Since the value may vary year to year, the payments may also vary.

Charitable remainder annuity trust
Provides for payment of a fixed-dollar amount—annually or at more frequent intervals—to the designated beneficiary(ies). The amount must equal at least 5% of the initial fair-market value of the trust.

Gifts of retirement plans at death
Retirement-plan benefits left to heirs are often more highly taxed than other assets. Consider giving them to Dalton instead to make a meaningful gift and leave other assets to heirs.

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