Gifts of stock have two main financial benefits: a charitable deduction for the present fair market value and no capital gains tax on the appreciation. Use the account information below to complete a stock transfer for the benefit of Whitefield Academy.
Charles Schwab & Co., Inc.
DTC Clearing #0164
FBO Whitefield Academy
Schwab Account #93690330
Tax I.D Number: 58-1224983
Our account manager Steven Marco may be reached at (404) 504-8600.
*IMPORTANT: Please contact Lauren Race at [email protected] in the Advancement Office in advance of your transfer so your gift can be credited appropriately.
You can multiply your gift to Whitefield Academy if your employer has a matching gift program. Thousands of companies have programs that will double, or even triple, individual tax-deductible contributions made by their employees.
Before creating your estate plan and before you sell your business, property, or other appreciated assets, take time to learn about your charitable options. By including qualified charities in your planning you can legally channel capital gains taxes, income taxes, and estate taxes towards the support of Christian causes like Whitefield Academy. To learn more about your options, contact Lauren Race at [email protected].