Ways to Give

To make a cash gift to Hathaway Brown School, mail your check to:

Hathaway Brown School
Office of Advancement
19600 North Park Boulevard
Shaker Heights, Ohio 44122  

Make a Gift Online

Gift matching programs are an easy way to double or triple the value of your gift to Hathaway Brown. Check with your employer's HR department (or your spouse's) and follow their instructions to submit a matching gift form with your donation.

Real Estate

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.

Stock

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

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. 

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.

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.

Learn more