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.
- Cash/ Check
- Online Giving / Credit Card
- Matching Gift
- In Memory or To Honor Gift
- Planned/ Estate Gift
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: 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
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.
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 301-365-3080.
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 301-365-3080.
Leaving a bequest or planned gift to The Woods Academy can transform the lives of our students. It is a powerful way to help secure the future of The Woods for generations to come. Planned giving includes: bequests, gifts of retirement plan assets, gifts of life insurance, and IRA distributions. Please consult your attorney or financial advisor about tax benefits and what is the best plan for you and your family.
To include The Woods Academy in your will, your attorney may wish to consider the following language: “I hearby give, devise and bequeath $__________ (or description of specific asset or ___% of the rest, residue and remainder of my property, both real and personal) to Our Lady of The Woods Corporation (doing business as The Woods Academy), 6801 Greentree Road, Bethesda, MD 20817, for its general purposes (or for the support of a specific fund or program).”
Tax Status: 501(c)(3) nonprofit organization.
Federal Tax ID: 52-1011508
To have a conversation about naming The Woods Academy in your will or making another type of planned gift, please contact the Development Office by email (email@example.com) or by phone - (301) 365-3080.