Ways to Give

You can make a positive impact

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Online Gifts

You can give using a credit card, debit card or PayPal  online

You may also choose to make a recurring gift on a monthly basis online.

 

Gifts by Mail

Make your check payable to WCFS and designate the fund name in the memo field. Please mail to:

WCFS

415 N High St

West Chester, PA 19380-2420

 

Memorial and Tribute Gifts

A gift to WCFS is a distinct way to honor or remember a special person or event. A thank you note will be sent to the individual or family you have honored; the amount of the gift will not be disclosed.

 

 

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Gifts of Stock

A gift of stock can be a particularly good giving vehicle, especially if you have owned the stock for at least one year. If you sell the stock, you will pay a capital gains tax on any increase in its value. By giving stock to West Chester Friends School, you will avoid the capital gains tax and you may be able to claim a tax deduction. Sample transfer letter.

Please follow these stock transfer directions:

Deliver shares via DTC wire #2803 to U.S. Bank N.A, Institutional Code and Bank
Agent #12278, for deposit into account #10996-01-J, Friends Fiduciary
Corporation, Quaker Growth & Income Fund, Participant Income Account.

Custodian contact information:
U.S. Bank N.A., Institutional Trust & Custody
EX-PA-WBSP
Attn: Stephen Frattone
50 S. 16th St, Ste 2000
Philadelphia, PA 19103
Phone: 215-761-9332

Then:

Contact the Friends Fiduciary office and West Chester Friends School by phone or email to notify us that a securities transfer is in process. Please provide the name of the institution initiating the transfer and a list of the securities and number of shares being transferred.

Contacts and Questions:

Tim McElroy, Senior Accountant, Friends Fiduciary, tmcelroy@friendsfiduciary.org, 215-241-7272, x101

Pam Sapko, Director of Development, WCFS, psapko@wcfriends.org, 610-696-2962 x114.

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Gifts through Your IRA

If you are 72 or older, you are required to take a required minimum distribution annually from your IRA account(s). You can gift a distribution from your traditional or Roth IRA directly to West Chester Friends School that will be 100% tax free from federal and PA taxes. This can be set up as a one-time or recurring gift. Sample transfer letter.

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Gifts through a Donor Advised Fund

You can give to the West Chester Friends School through your Donor Advised Fund. For current gifts, notify your DAF fund administrator.

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Gifts through Your Estate

The 1836 Society

The 1836 Society was established to honor those who have included West Chester Friends School in their estate planning. These include naming West Chester Friends School in your will or as a beneficiary of your retirement plan or life insurance policy.

Estate Gifts

One of the easiest ways to give to West Chester Friends School is through your will of revocable living trust. You can name West Chester Friends School as the beneficiary of specific assets, a portion of your estate or your residual estate after payment of other bequests. Bequests are free from federal estate tax. To include the West Chester Friends School in your will or estate plans, please use this language:

“The West Chester Friends School, a nonprofit corporation, organized and existing under the laws of Pennsylvania, and with the business address of 415 North High Street, West Chester, Pennsylvania 19380.”

Our tax identification number is 23-1690347.

Retirement Plans

You can name the West Chester Friends School as a beneficiary of your individual IRA account (IRA), 401(k), 403(b), Keogh Plan or other qualified pension plan. West Chester Friends School can be designated as a beneficiary of part or all of what remains in your retirement account. The proceeds of these plans are distributed outside probate and are free from federal estate tax.

Life Insurance

You can name the West Chester Friends School as a beneficiary of your individual insurance account.The proceeds of these plans are distributed outside probate and are free from federal estate tax.

We can help you decide on a gift that’s right for you.
To discuss the best gift option or to notify us of a legacy gift you have planned, please call Pam at 610-696-2962 ext. 114 or contact us at psapko@wcfriends.org.

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Gifts Through Your Business

Matching Funds

Many employers sponsor matching gift programs and will match charitable contributions made by their employees. Check to see if your employer has a matching gift policy and request a matching gift form from the employer.

Pennsylvania Tax Credits for Scholarship

You can put your Pennsylvania tax liability to work for scholarships at West Chester Friends School, either through The Friends Collaborative  or through Pennsylvania’s Educational Improvement Tax Credit Program or to its Opportunity Scholarship Tax Credit Program
We would like to help you through the EITC process and your application. Please contact Pam or Brian at 610-696-2962.

Follow this link to be directed to EITC.

 

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Endowment and Other Funds

Endowment Funds support the school with annual interest support. You may contribute to any of these funds:

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We Are Here to Help

We can help you decide on a gift that’s right for you.
To discuss the best gift option or to notify us of a legacy gift you have planned, please call Pam at 610-696-2962 ext. 114 or contact us at psapko@wcfriends.org.