Monthly Archives: January 2017

Donating Stock to our AOG class fund

Disclaimer: I am not a tax advisor, or an attorney, but I’m pretty sure either of those would agree with the below.

If you have appreciated stock or (some) mutual funds, you can donate those to the AOG without first cashing them in.  This offers a great advantage to both you and the AOG, and here’s how:

  • You will get to deduct the market value of the stock/mutual fund at the time it is donated
  • You will not be taxed on the gain, as you have not realized any gain
  • As a non-profit, the AOG will not be taxed on the gain when they sell the stock/mutual fund

For example, let’s say you bought stock several years ago for $1,000 and it is now worth $2,000.  If you donate the stock to the AOG, you will be able to take a $2,000 deduction (assuming you aren’t otherwise hitting an IRS limit).  If you sold the stock and then donated $2,000 cash to the AOG, you would still get the $2,000 deduction, but you would have $1,000 in capital gains which you may owe taxes on.  So if you’re considering a generous gift to the AOG and you have some appreciated stock/mutual funds laying around, you will want to research this.

How to give stock

Please consider designating your gift for the “Class of 1977 Fund”.

40th Reunion Lodging Opportunities

Greetings USMA77 Classmates!

Esprit de Corps!  Our lodging mission is to drive as many rooms as close as possible to USMA.  Our social coordinator, Deb Reast, and our AOG representative, Lexie Davis, have performed an exhaustive search for available lodging in the area and have created the attached spreadsheet below.  For the convenience of less-experienced spreadsheet users it is tabbed by room availability(updated regularly between now and the reunion), an alpha listing, lodging miles from USMA, lodging drive time to USMA and lodging rates.  

Please visit the websites of the lodging sites you are considering.  Also included are several bed & breakfast lodges.  These work especially well for small groups of (company or team) classmates who prefer a place to themselves.

Also for your consideration is  This is a website dedicated to renting out homes of varying sizes from cottages to estates.  You will have all the amenities of home because it is, in fact, someone’s home.  Some homes will sleep only 2-4 people while other homes can accommodate a dozen or more folks.

Please make a reservation ASAP.  Even if the first option is a room at the Thayer, consider making a plan B reservation now and you can cancel later once your Thayer room is reserved.  October on the Hudson is a very busy time, as every proprietor has reiterated.  Hotels within 30 minutes of West Point are limited and rooms sell out early. Right now there are excellent choices available to us. 

Making a reservation as soon as possible is suggested.  Every hotel and B&B has a cancellation policy, in the unlikely event your plans change.

Click here to view and download the updated available lodging opportunities and information. This download is updated regularly. Here is a preview of the spreadsheet:

Name Minimum rate Minutes to USMA
Thayer Hotel varied 0
Hilton Garden Inn Nanuet $135 42
Hampton Inn $249 16
Crowne Plaza Suffern $129 38
Five Star Inn West Point (IHG) $146 5
Hampton Inn & Suites $129 35
Bear Mountain Inn $259 21
Bear Mountain Inn – COTTAGES $149 21
Courtyard Newburgh $199 26
Homewood Suites $219 23
The Cromwell Manor $190 9
La Bel Worstel $160 5
The Hudson Rivercrest $175 7
Stockbridge Ramsdell House on Hudson $125 20
Overlook on Hudson TBA 9
The Garrison $175 23
Four Points by Sheraton $109 30
The Bird & Bottle Inn TBA 25
The Pig Hill Inn TBA 26
The Storm King Lodge $189 14

Looking forward to a great Legacy Reunion!  Esprit de Corps!

rich trotter, usma77, F-1/G-1