Ways to Give - Holton-Arms School
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Ways to Give
There are many ways to make a gift to Holton.
Please see the list below to determine which way best supports your needs.
Online
Venmo
By Mail
Appreciated Securities
Matching Gift
Donor-Advised Funds
Planned Giving
Online gifts can be made through our
secure online giving form
. You can charge your one-time on American Express, Visa, or MasterCard.
Required
If you would like to make a recurring gift, please contact
Dawn K. Davis
at 301-365-6079.
The Holton Fund is on Venmo! Make a gift right on your phone with Venmo to
@HoltonFund
Please make your check payable to “Holton-Arms School.” Mail your check to:
Advancement Office
Holton-Arms School
7303 River Road
Bethesda, MD 20817
Holton welcomes gifts of stocks or securities which can provide significant tax advantages to donors. Please consult with your financial adviser about the current advantages that may apply to you. You can find details on transfer information and fill out a stock notification form below.
Instructions for Making a Gift of Stock
To make your gift of stock, please fill out the
Stock Notification Transfer Form
below.
After you have completed the form below, please provide your broker with the following information:
Goldman Sachs & Co. LLC
DTC: 0005
Account Name: The Holton-Arms School, Inc. Stock Donations
Account #: 030-70547-9
Telephone #: (215) 814-7284
Email:
gsadvisors@gs.com
If you have additional questions about making a gift of stock, please contact
imberly Stevenson Parks
, Director of Development: 301-767-2317.
You may be able to double or triple your support of Holton through your (or your spouse’s) employer’s matching gift program. Please contact your company’s Human Resources Department to see if you are eligible for a matching gift or search your company name below to see details about their program.
If your company matches you may be able to access the forms directly through the search. Follow the set procedure, and Holton-Arms School will be happy to assist. The impact of your gift may be doubled or possibly tripled! Some companies match gifts made by retirees and/or spouses. Matching Gift data provided exclusively under these
by HEP Development Services.
Gifts from donor-advised funds allow you to make an irrevocable contribution to another organization, typically a public charity like Fidelity Charitable or a community foundation, and then recommend that the fund make grants to qualified non-profit organizations, like Holton. With donor-advised funds, you receive an immediate tax deduction, are able to contribute complex assets, and can enjoy greater flexibility. Contact your financial adviser for more information!
Holton welcomes planned gifts in the form of Bequests, Charitable Remainder Trusts, Charitable Lead Trusts, and Life Insurance and can assist donors who wish to include any of these in their estate planning.
To discover the benefits of planned giving, visit our
Planned Giving website
Our Fiscal Year: Gifts to the Holton Fund are recognized in the fiscal year during which they are received. Please note that Holton’s fiscal year begins on July 1 and ends on June 30 – only gifts made during this time period will be counted toward your household’s annual contribution to The Holton Fund.
Questions about making a gift to Holton? Please contact
imberly Stevenson Parks
, Director of Development at
301.365.2317