WES is still accepting applications for 2024-2025 in selected grades. Limited places remain: contact the Admission Office to learn more and apply now.
WES is still accepting applications for 2024-2025 in selected grades. Limited places remain: contact the Admission Office to learn more and apply now.
Please make your check payable to Washington Episcopal School and mail it to:
Development Office
Washington Episcopal School
5600 Little Falls Parkway
Bethesda, MD 20816
Donors can make gifts electronically by Venmo (@WESDragons, “Capital Campaign” in the memo) or by one-time or recurring credit card payments on the school’s website at www.w-e-s.org/capital-campaign.
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.
Washington Episcopal Day School, Inc.
Held at: Morgan Stanley Wealth Management
Account#: 530-156122-113
DTC# 0015
Taxid# 52-1453297
A Donor Advised Fund (DAF) is an effective charitable giving vehicle that allows donors to recommend grants to charitable organizations. Washington Episcopal School will credit the gift and acknowledge the donor with a charitable receipt.
Matching gifts are impactful because they often double or even triple the initial contribution. Ask your employer to learn more about matching gift opportunities that may be offered.
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.
Beneficiary Designation
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.
Qualified Charitable Distribution (QCD)
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.
