Ways to Give

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 (877) 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 (The Haverford 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 June 2022. If you plan to make a wire or ACH transfer, please contact Tara Zoltek in Palmer House at tzoltek@haverford.org or 484-417-2728. 

Double Your Gift with a Match!

Employee matching gift programs are corporate giving programs in which the company matches donations made by employees to eligible nonprofit organizations. It's an easy way to double your contribution to us!

Want to see if your company matches gifts? Simply type your company's name into the search box below to find out if they will match your gift to The Haverford School.

 

 

Matching Gift and Volunteer Grant information provided by

 

Information for Matching Gifts:

The Haverford School
450 Lancaster Avenue
Haverford, PA 19041
(610) 642-3020 (phone)
610-896-0756 (fax)

Tax ID or EIN: 23-1352646
Email Contact: tzoltek@haverford.org