Ways of Giving
Gifts of cash, marketable securities, real estate, and other property are credited at full face value as established on the date of gift. Objects and gifts-in-kind will be recognized separately.
To make a gift online, please visit our secure Online Gift Form. We accept Visa, Mastercard, American Express, and Discover.
Please make checks payable to The Williston Northampton School and mail to:
The Williston Northampton School
19 Payson Avenue
Easthampton, MA 01027
By Phone or In-Person:
You may make a gift with a check or with the following credit cards: Visa, Mastercard, American Express or Discover. Gifts can be charged to a credit card by visiting the Advancement Office, calling Jessica Kansas at (800) 469-4559, or by giving directly online.
Gift of Securities (Updated 7/9/2012):
Giving appreciated stocks or bonds is a superb way to show support for the school. With certain limitations, you can deduct the full fair market value of long-term appreciated securities-that is, securities you have owned a certain amount of time and that have increased in value. Thus you can give away appreciated property and usually avoid the tax on the gain.
If the stock is in street name in a brokerage account:
1) The donor’s broker may wire the stock to Williston Northampton’s account at the following wire address:
Re: Charitable Account No. 357-898629-517
The Williston Northampton School
Morgan Stanley Smith Barney
Attn: Nancy Oldakowski
2) For all transfers please put the following language in the Memo field: “Williston Northampton School Gift”
3) Alternatively donor’s broker may open an account in the school’s name and transfer the securities into that account. Please have the donor’s broker call the Chief Advancement Officer, Eric Yates at 413-529-3306.
It is very important that the donor or the donor’s broker call the Advancement Office (413-529-3300) to notify the School that a wire transfer is occurring.
When the donor has possession of a stock certificate in his or her name: the donor should mail the unsigned certificate by certified or regular mail to Eric Yates, Chief Advancement Office, The Williston Northampton School, 19 Payson Avenue, Easthampton, MA 01027. Under separate cover by regular mail, the donor should send to the same address a stock power signed exactly as the donor’s name appears on the stock certificate but not filled out otherwise. In addition, the donor must also include a signed security release form (only the shaded portion need be filled in.) Both these forms may be obtained by calling the Advancement Office. Stock powers may also be obtained at banks or brokerage houses.
Please note that in order to receive proper credit for capital gains tax purposes, it is imperative that the stock is sold in the school’s account and not the account of the donor.
Wire Transfer Instructions:
Please contact the Advancement Office with questions regarding wire transfer arrangements: (800) 469-4559.
Corporate Matching Gifts:
Many corporations offer matching gift programs to their employees and their families. Matching gift support often doubles an individual’s gift, and all matching support is credited to your class. Simply obtain a matching gift form, normally from your company’s human resource department, complete the necessary information and return it to the school with your gift.
Planned GIving and Bequests:
Planned gifts can provide income to Williston Northampton for years into the future while at the same time providing a benefit to the donor. For more information, please contact Sharon Davenport at (413) 529-3075.