Ways to Give
Cash
Monthly Gift
Matching Gifts
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.
Stock Transfers
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:
Stockbroker:
Merrill Lynch
Address:
The Creadon Group
30195 Chagrin Boulevard
Pepper Pike, Ohio 44124
Contacts:
- Michael Creadon 216.292.8026
- Beth Michel 216.378.5776
- Fax: 216.503.4756
- Toll free: 877.248.7489
DTC number:
8862
Title of account:
Hathaway Brown School
Account number:
617-04514
Wire Instructions:
Bank routing and transit number:
021000021
Account number:
938678505
SWIFT Code:
CHASUS33
Account name:
Hathaway Brown School
Bank address:
JP Morgan Chase Bank
270 Park Avenue
New York, NY 10017
Donor Advised Funds
To make a gift to HB using your donor advised fund, contact your sponsoring organization and provide the:
-
desired donation amount
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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
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mailing address: Hathaway Brown School, 19600 North Park Boulevard, Shaker Heights, Ohio 44122
IRA Rollover
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.
Learn more about planned gifts
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.