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
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 Disty Lengel in writing with the name of the security, number of shares, date of the gift, and its purpose (Annual Fund, Capital, etc.)
Our wiring instructions have been updated as of March 2021. If you plan to make a wire or ACH transfer, please contact David Gold in the Business Office (firstname.lastname@example.org or 484-417-2722) or Disty Lengel (email@example.com or 484-417-2728) in Palmer House.