Giving Instructions

Many companies will match your gift to The Haverford School. Please contact your human resources department to determine if your employer participates in a matching gift program.

Matching Gift Instructions - MAIL

If you make your gift by mail, please include your employer's matching gift form with your gift.

Matching Gift Instructions - ONLINE

If you make your gift online, please mail your employer's matching gift form to the address below; please include your name, address, class year (if applicable), and how you would like Haverford to credit your gift.

The Haverford School
Attn: Development Office
450 Lancaster Avenue
Haverford, PA 19041
610-896-0756 (fax)

 

All gifts are tax deductible as allowable by law.

Appreciated Securities

Gifts of long-term, appreciated securities (stocks, bonds, and mutual fund shares) provide significant tax benefits to the donor. In addition to exemption from federal capital gains tax, securities owned for more than one year provide the donor with a charitable income tax deduction for federal income tax purposes equal to the securities’ market value (on the date of their receipt by the School) for up to 30 percent of the donor’s adjusted gross income.

Instructions for Transfer of Stock

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 (887) 263-2381

Important for proper crediting in our office:
Kindly notify Tara Zoltek in writing with the name of the security, number of shares, date of the gift, and its purpose (Annual Fund, Capital, etc.)

Tara Zoltek

The Haverford School

450 Lancaster Avenue

Haverford, PA 19041

610-896-0756 (fax)
tzoltek@haverford.org

All gifts are tax deductible as allowable by law.

 

Our wiring instructions have been updated as of March 2021. If you plan to make a wire or ACH transfer, please contact Tara Zoltek (tzoltek@haverford.org or 484-417-2728) in Palmer House.