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The Woods Academy

Where curiosity and confidence thrive.

Ways to Give

Gifts to The Woods Academy can be made in a variety of ways. All gifts provide immediate benefits to the students and the school and are tax deductible to the full extent of the law.

As The Woods proceeds with its 2016-2017 Giving Campaign, please consider making a gift today to The Woods Academy!

Cash/ Check

Gifts of cash are greatly appreciated. Make your check payable to “The Woods Academy”, provide your name and address, specify the purpose of the gift, and mail to the address below. Please direct any questions to Chris Stewart, Director of Development, at cstewart@woodsacademy.org or 301-365-3080.

The Woods Academy
6801 Greentree Road
Bethesda, MD 20817

Online Giving / Credit Card

The Woods Academy accepts VISA and MasterCard. Please visit the Make a Gift page on the website. Please direct any questions to Chris Stewart, Director of Development, at cstewart@woodsacademy.org or 301-365-3080.

Pledge

You may pledge now and schedule the payments to be made at your convenience. Most pledges are paid within the school's fiscal year (July 1- June 30). Please direct any questions to Chris Stewart, Director of Development, at cstewart@woodsacademy.org or 301-365-3080.

Securities

The Woods Academy accepts gifts of securities (stocks, bonds, mutual funds) that have appreciated in value. By giving appreciated long-term stock directly to The Woods Academy, a non-profit, 501(c) 3 organization, you may receive a charitable income tax deduction for the full value of the stock. Gifts of securities are valued at the median price on the date of transfer to The Woods Academy. None of the appreciation is taxable for capital gains purposes. The Woods Academy cannot sell stock unless the name of the donor is stipulated. Consequently, donors cannot receive credit for "unclaimed" stock gifts. Please consult with your tax advisor for questions or concerns before taking this action. If you decide to donate in this manner, please follow the directions below. A gift receipt will be sent immediately. Please direct any questions to Chris Stewart, Director of Development, at cstewart@woodsacademy.org or 301-365-3080.

Part 1: Electronic Delivery Information

Your broker will use this information to transfer securities to The Woods Academy.

Brokerage Firm: Charles Schwab

Address: 7401 Wisconsin Avenue #100, Bethesda, MD 20814

Contact: Jeff Albrecht

Account Name: Our Lady of The Woods Corporation (doing business as The Woods Academy)

Account #: 7361-2794

DTC #: 0164, code 40

Federal ID #: 52-1011508

Phone: 301-941-9815

Email: Jeffrey.Albrecht@schwab.com

Part 2: Donor Information

Please notify The Woods Academy and Chris Stewart, Director of Development, at cstewart@woodsacademy.org or 301-365-3080, that a transfer is taking place. Provide the name and number of the shares you will be donating as well as your broker’s name, email address, and telephone number. Be sure to indicate if your gift is for the Annual Fund or to pay a pledge or any combination. This ensures that your gift is processed quickly and accurately, and that your gift intentions are documented.

Matching Gift

Many employers will match your charitable contribution. Matching gifts may allow you to double or even triple your gift to the school. For example, the Angelos Family (Tim Angelos and Nitsa Stamoulis-Angelos) recently made a leadership level gift to The Woods Academy. This was then very generously matched by Tim's employer, Hewlett-Packard, by a factor of 4 to 1. The combined efforts resulted in 18 new HP EliteBook Notebooks being purchased for immediate use in the classroom! Leveraging philanthropy can be so powerful in supporting our Woods Academy family!

Please check with your employer’s human resources department to find out if your employer has a program and how to participate. If your employer does not have a current matching gift program, you may ask them to consider starting one. Generally, employers have forms, web-based applications, or a phone system in place to process the matching gift. Once you complete the form you may include it with your check or mail it after the gift has been made. We will do the rest to ensure your gift is matched. Please direct any questions to Chris Stewart, Director of Development, at cstewart@woodsacademy.org or 301-365-3080.

In Memory or To Honor Gift

Each year The Woods Academy receives gifts in memory of or to honor classmates, parents, teachers, students and friends. When memorial or honoring gifts are received, The Woods Academy notifies the family. In some instances, special funds are established which may become capital or endowed funds. Please direct any questions to Chris Stewart, Director of Development, at cstewart@woodsacademy.org or 301-365-3080.

Planned/ Estate Gift

Leaving a bequest or planned gift to The Woods Academy can transform the lives of our students. There is no more powerful way to create a legacy than by donating from your will or trust. The continuation of this tradition of remembrance ensures that The Woods Academy will be financially strong for many generations to come. A bequest is deductible for federal estate tax purposes, and there is no limit on the amount of the deduction. In addition, bequests generally are not subject to state inheritance or estate taxes. You can make a specific bequest using sample language such as this in your will: "I give, devise and bequeath to Our Lady of The Woods Corporation (doing business as The Woods Academy), 6801 Greentree Road, Bethesda, MD 20817, the sum of $__________ (or describe the specific property you intend to bequeath)." You can make a percentage bequest using sample language such as this: "I give, devise and bequeath to Our Lady of The Woods Corporation (doing business as The Woods Academy), 6801 Greentree Road, Bethesda, MD 20817____% of my estate, both real and personal property of whatever kind and where so ever situated." Residual and contingent bequests are other forms you may want to consider. Please direct any questions to Chris Stewart, Director of Development, at cstewart@woodsacademy.org or 301-365-3080.

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