Stock, Matching Gifts, DAFs

Of course, you can always mail a check to: Washington Episcopal School, Att’n: Annual Fund, 5600 Little Falls Parkway, Bethesda, MD 20816

The Annual Fund goes directly into our daily operating budget. A gift to the Annual Fund is the most impactful way to support our school. Consider making a pledge to the Annual Fund, to be fulfilled by June 30, 2026.

If you have a Venmo account, simply send a payment to “wesdragons” and place “Annual Fund 2024” in the memo line.

An easy way to double your contribution is through employee giving programs. Matching gifts are added to personal donation totals for determining Giving Circles. Many corporations have giving programs in which they match employee gifts to qualifying organizations. It’s as simple as determining whether your company has a matching gift program and submitting an application.

Some helpful information you might need when applying for a matching gift with your company:

Washington Episcopal Day School
5600 Little Falls Parkway
Bethesda, MD 20816
EIN: 52-1453297

Questions? Contact Bronwyn Roy, Development Director, at broy@w-e-s.org.

A Donor Advised Fund (DAF) is a convenient and tax-efficient way to support charitable organizations. It allows donors to recommend grants to qualified nonprofits while receiving an immediate tax deduction at the time of contribution to the DAF.

When you recommend a grant to Washington Episcopal School through your DAF, the school acknowledges your generous support, though we are required to issue a non-deductible receipt since the tax deduction was received at the time of your gift to the DAF.

Legal Name: Washington Episcopal Day School, Inc.
Tax ID (EIN): 52-1453297

Please consult your financial advisor for guidance on using your DAF in support of your philanthropic goals.

A gift of appreciated securities provides significant benefits, including an immediate charitable deduction for the full market value of the stock and avoidance of capital gains taxes. Donors may transfer stocks and securities directly to Washington Episcopal School’s account with Morgan Stanley Wealth Management. If you have questions about making a gift of stock, please contact Bronwyn Roy at broy@w-e-s.org.

Some helpful information you might need when making a gift of securities to Washington Episcopal School:

Washington Episcopal Day School, Inc.
Held at: Morgan Stanley Wealth Management
Account#: 530-156122-113
DTC# 0015
Taxid# 52-1453297

We are happy to hear from anyone who may be able to help us secure philanthropic financial support from individuals, foundations, or businesses. Proposals can be tailored to the guidelines of the donor, related to specific programs, support of faculty, financial aid funds, enhancement of facilities, or debt reduction.

WES, like many schools, is eligible for many retail and other “rewards” programs that donate a percentage of purchases to a designated charity. These include but are not limited to Amazon Smile, Harris Teeter “Together in Education,” and Lands’ End School Rewards. Registration for these programs must be renewed annually.

You have the option to designate Washington Episcopal School as a primary, contingent, or co-beneficiary of your IRA or other retirement plan. Donors often choose this method to potentially reduce their taxable estate, avoid income tax, and ensure that Washington Episcopal School receives the full amount of the untaxed gift. Contact Bronwyn Roy in the Development office at broy@w-e-s.org for questions or to learn more.

Installment plans can be set up by clicking recurring donation. You can also contact the Development Office which can send out pledge reminders or automatically charge a credit card at predetermined times and amounts.

For Credit to:

Washington Episcopal Day School Inc
5600 Little Falls Parkway
Bethesda, MD 20816-1519
Account #0005158312745
Swift BIC #BRBTUS33

Send Wire Transfer to:

Truist
Wilson, NC
Routing ABA #055003308

A retirement plan, such as an individual retirement account (IRA), can be a powerful vehicle for charitable giving. Below are two examples of making a gift from your IRA, whether through your estate or during your lifetime.

If you are 70½ years or older, an IRA charitable rollover gift allows you to direct funds tax-free to Washington Episcopal School annually from your traditional IRA. This satisfies your required minimum distribution (RMD) and decreases your taxable income. Additionally, married taxpayers filing joint tax returns and meeting QCD requirements can donate from each spouse’s IRA. Contact your IRA custodian to initiate a direct distribution to Washington Episcopal School.

Donating a life insurance policy to Washington Episcopal School, either by naming the institution as a beneficiary or transferring ownership, can have a profound impact. By designating Washington Episcopal School as both owner and beneficiary, donors not only receive an income tax charitable deduction but also ensure that the policy’s value isn’t included in their taxable estate.

Supporting Washington Episcopal School through planned giving, particularly via a bequest, offers a meaningful and visionary approach. These bequests, whether through a traditional will or trust, can encompass various assets like cash, securities, or real estate. Contributions to Washington Episcopal School are fully deductible. Donors may opt to specify a fixed amount or asset, or choose a percentage of their residuary estate.