Ways to Give
- Monthly Gift
- Matching Gifts
- Tax-Saving Gifts
- Donor Advised Funds
- IRA Rollover
- Income-Generating Gifts
- Scholarship Granting Organization
Many employers match an employee or spouses donation which can double or triple your impact. Find out if you or your spouse's employer has a matching gift program. If so, follow your employer's instructions to submit a matching gift form, often provided by your HR department, with your donation.
Real estate and tangible property can be a beneficial gift to Hathaway Brown. Contact Hathaway Brown's advancement team to learn more about making a gift using these assets.
Donors can support HB with a gift of stock. The benefits include:
- a charitable income tax deduction for the full value of the stock as of the date the gift is received by HB
- no capital gains tax applied to the appreciated value of the stock if it has been held for 12 months
- immediate use of the gift by HB
- ability to provide a larger gift to HB
Hathaway Brown School tax ID number: 34-0714426
To transfer stock, bond, mutual fund, or EFT gifts:
The Creadon Group
30195 Chagrin Boulevard
Pepper Pike, Ohio 44124
- Michael Creadon 216.292.8026
- Beth Michel 216.378.5776
- Fax: 216.503.4756
- Toll free: 877.248.7489
Title of account:
Hathaway Brown School
Bank routing and transit number:
Hathaway Brown School
JP Morgan Chase Bank
270 Park Avenue
New York, NY 10017
To make a gift to HB using your donor advised fund, contact your sponsoring organization and provide the:
desired donation amount
designation or purpose of your gift — such as unrestricted/area of greatest need, an endowed fund, capital campaign, etc.
You may need the following information:
legal name: Hathaway Brown School
federal tax ID: 34-0714426
mailing address: Hathaway Brown School, 19600 North Park Boulevard, Shaker Heights, Ohio 44122
This transfer generates neither taxable income nor a tax deduction, so you benefit even if you do not itemize your deductions. If you are 72 or older and you have not taken your required minimum distribution for the year, your IRA charitable rollover gift can satisfy all or part of that requirement.
It is wise to consult with your tax professional if you are contemplating making a charitable gift from your IRA. Questions? Contact Director of Advancement Clarke Wilson Leslie ’80 via email or at 216.320.8115.
Established in 1994 in honor of a beloved Hathaway Brown School headmistress, this giving society recognizes alumnae and friends of the school who have shown their commitment to the future by making HB a beneficiary of their estate plans.
You can become a member of the Mary E. Raymond Legacy Society by leaving Hathaway Brown as a beneficiary in your:
- or life insurance plan.
Members of the Mary E. Raymond Legacy Society will be remembered in perpetuity for their confidence in the excellence of an HB education.
Gift from Will
Record an estate gift to HB with a few sentences in your will and a visit to your estate planning attorney. There are many choices when structuring your bequest:
- gift a specific amount
- gift a percentage of your estate
- share a preference for your gift's impact
- designate your gift to a specific project, scholarship, or program
Contact Hathaway Brown's advancement team to learn more about making an impact through estate giving.
Full legal name: Hathaway Brown School
federal taxpayer identification number: 34-0714426
Charitable Trusts & Gift Annuities
Make a gift that provides predictable income for life. With a charitable remainder trust or gift annuity, donors receive income annually from assets placed in the trust or assets given to Hathaway Brown for establishing a gift annuity. After your lifetime, the balance in the trust or remainder of the gift annuity goes to HB.