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 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: Giselle Colavita
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: Giselle.Colavita@schwab.com
Part 2: Donor Information
Please notify The Woods Academy at 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.