If you wish to make a stock donation, please alert the WWS Development Office. For a gift to the One Fund or payment of a Capital Campaign pledge, please notify Caitlin MacKenzie at 301-229-6107 x127 or by email to firstname.lastname@example.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 Wells Fargo Advisors (8085-2335) and the DTC number (0141). The WWS Wells Fargo Advisors agent is George Cabalu. Mr. Cabalu can be reached at the Wells Fargo Advisors' McLean Virginia office at 1-800-925-3308.
2. Please plan ahead as transactions may take up to five (5) business days to complete. 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 no later than December 24.
3.The Washington Waldorf School tax ID number is 23-7003486.