Donating Stock or Other Securities

General Guidelines

If you have had a gain on a stock, it is better to gift the stock directly to WWS. You will thus not have to pay capital gains tax.

If you have had a loss, it may be better for you if your broker sells the stock and forwards a check to WWS. Thus, you can take the tax loss.

To Donate Stock:

If you wish to make a stock donation, please alert the Development Office. For a gift to the Annual Fund or payment of a Capital Campaign pledge, please notify Caitlin MacKenzie at 301-229-6107 x127 or by email to that a stock donation is on the way. (When stock brokers make a stock transfer the name of the donor is not passed on along with the transfer, so we have to be on the lookout.)

1. Your broker will need the Washington Waldorf School account number at Wells Fargo Advisors (8085-2335) and the DTC number (0141). In the event that your broker needs to contact our agent at Wells Fargo, his name is George Cabalu. Mr. Cabalu can be reached at the Wells Fargo Advisors' McLean Virginia office at 1-800-925-3308.

2. Please plan ahead as transactions may take up to five (5) business days to complete. The transfer must take place prior to December 31st in order for it to be recorded as a donation in this tax year. Therefore we recommend that you initiate the stock/security transfer by December 24.

3.The tax ID number for WWS, it is 23-7003486.

If you have any questions, please contact David Wu, Operations Manager, at 301-229-6107 ext.112, Caitlin MacKenzie, Development Director, at 301, 229-6107, ext. 127, or by email.