How to Give

Not only do you have options for how your gift will be used, you also have options on what to give and how to give. There are gifts that cost you nothing now, gifts that pay you income, and gifts that allow you to decide what happens when.

Print Page

Gifts of Stock

One of the biggest tax advantages in charitable giving continues to be the double benefit donors get when donating appreciated assets to The Haverford School instead of cash. By giving appreciated assets (like stocks held for more than one year), you'll get a charitable tax deduction for the full value of the asset and avoid any capital gains tax that would have applied if you had sold the stock and made your gift in cash.

Please provide the following information in your request when directing your broker to transfer your shares to Haverford:

Wire transfer your stock to The Haverford School's account with Charles Schwab using the following information:

DTC # 0164
Account # 2206-3465
Account Name: The Haverford School

Contact: Transfer Team 877-263-2381

IMPORTANT FOR TIMELY DONOR ACKNOWLEDGEMENT: kindly notify via email, phone, or mail with the name of the security, number of shares, date of the gift, and gift designation to the contact below:

Matt Nierenberg
Director of Annual and Leadership Giving
The Haverford School
450 Lancaster Ave
Haverford, PA 19041
484-417-2794 (Office)
484-459-0348 (Cell)
mnierenberg@haverford.org

Print Page