Donating Stock or Other Securities

General Guidelines

If you have had a gain on a stock, it is better to gift the stock directly to WWS. You will thus not have to pay capital gains tax.

If you have had a loss, it may be better for you if your broker sells the stock and forwards a check to WWS. Thus, you can take the tax loss.

To Donate Stock:

If you wish to make a stock donation, please alert the Development Office. For a gift to the capital campaign, please notify Caitlin MacKenzie at 301-229-6107 x127 or by email to cmackenzie@washingtonwaldorf.org. For a gift to the annual fund, please notify Maria Monteverde Jackson at call 301-229-6107 x125 or email to mmonteverdejackson@washingtonwaldorf.org) that a stock donation is on the way. (When stock brokers make a stock transfer the name of the donor is not passed on along with the transfer, so we have to be on the lookout.)

1. Your broker will need the Washington Waldorf School account number at TD Ameritrade (869-220-355) and the DTC number (0188).

2. Please plan ahead since it will take up to five (5) business days to complete the transaction. The transfer must take place prior to December 31st in order for it to be recorded as a donation in this tax year. Therefore we recommend that you initiate the stock/security transfer by December 24.

3.The tax ID number for WWS, it is 23-7003486.

If you have any questions, please contact David Wu, Operations Manager, at 301-229-6107 ext.112, Caitlin MacKenzie, Capital Campaign Director, for gifts to the Capital Campaign, at 301, 229-6107, ext. 127, or by email; Maria Monteverde-Jackson, Director of Annual Giving and Events, for gifts to the WWS Annual Fund, at 301-229-6107 ext.125, or by email.