Ways To Give

List of 5 items.

• PLEDGES & INSTALLMENT PLANS

  The Development Office can assist by setting up a multi-year pledge and/or recurring installment plan. We can send payment reminders on any preferred schedule, or we can automatically charge a credit card at regular intervals with specified amounts.
  

• MATCHING GIFTS

  Companies often sponsor matching gift programs that enhance their employees’ charitable contributions. When gifts are matched, Norwood benefits from the increased donation and the donor often qualifies for a higher Gift Club category. Please contact your employer’s human resources department for information on matching gifts to schools.

• DONOR ADVISED FUNDS

  A Donor Advised Fund (DAF) provides donors with a centralized charitable account. It allows inclined individuals to make an irrevocable gift to a public charity, like Norwood School, that sponsors a DAF and take an immediate tax deduction. Most DAFs accept cash equivalents, securities, and other assets. If you would like to learn if supporting Norwood through a Donor Advised Fund is right for you, please contact Abigail Betts ’92, Director of Development.

• GIFTS OF SECURITIES

  Stocks, mutual funds, or other securities are often a quick and simple way to give to Norwood and can provide significant tax advantages to donors. Please consult with your financial advisor about the current advantages that may apply to you. Abigail Betts ’92  for details on transfer information.

  
  

  Brokerage Firm:	Cerity Partners
  Contact:	Olive Mitchell
  Email:	omitchell@ceritypartners.com
  Address:	210 Allegheny Avenue, 4th Floor Towson, Maryland 21204
  Phone:	410-547-2666
  Custodian:	Charles Schwab
  Account Name:	Norwood School Inc.
  Account Number:	7837-2301
  DTC #:	0164
  Federal Tax ID:	52-0901098

  
  
  

  Download Stock Transfer Instructions

• IRA CHARITABLE TRANSFER

  The IRA Charitable Transfer benefits donors aged 70½ and up and is an excellent way to make gifts and receive tax benefits in return. As you plan your required minimum distributions for this year, consider using your IRA account to make the most of your charitable giving. You may donate up to $100,000 annually and will receive a tax benefit even if you take the standard deduction. To qualify, you must be age 70½ or older at the time of gift. 

  
  Interested in learning more about how to make the most of your charitable giving?  Please contact Abigail Betts ’92, Director of Development.