An Independent K-12 school on a beautiful wooded campus, 3 miles from Washington, D.C.

Gifts of Stock, matching gifts or Pledge

Gifts of Stock

If the stock is in a brokerage or bank trust account:

a.) Instruct your stockbroker/banker by telephone and follow-up with a letter to have the gifted stock transferred to The Potomac School’s account with Morgan Stanley.

Our broker’s address:

Lee Corey
Morgan Stanley
1737 King Street, Suite 100
Alexandria, Virginia 22314
703-535-8377
lee.corey@morganstanley.com
(assistant: Kristin 703-535-8377)

b.) The Potomac School’s account: 630-120566-227

c.) Our DTC (Depository Trust Company) #0015

d.) The Potomac School’s Federal Tax ID: 54-0562160

Please contact Chris Hauptman in Potomac’s Development Office at (703-749-6328) advising of your stock gift. Follow-up by letter or e-mail: (chauptman@potomacschool.org) containing:

  • Name of the stock and number of shares.
  • Your name, address, and phone number.
  • The purpose of your gift.
  • The date of the gift.

Mail to:

Potomac School Development Office
Attn: Chris Hauptman
1301 Potomac School Road
McLean, Virginia 22101-2398

Wire Transfer

Contact Chris Hauptman at chauptman@potomacschool.org for bank account information.

Potomac School ACH Information

Contact Chris Hauptman at chauptman@potomacschool.org for bank account information.

Matching Gifts

Many companies will match your gift to The Potomac School, which can double – and sometimes triple – your contribution. To determine if your employer participates in a matching gift program please consult your employer’s human resources department. Any matching gifts made to Potomac may be completed online or by mail.

Matching Gift Instructions: ONLINE

If you make your gift online, please mail your employer's matching gift form to the address below; please include your name, address, class year (if applicable) and purpose of gift (Annual Fund, Flag Circle Building/IS Renovations, etc.).

Matching Gift Instructions: MAIL

If you make your gift by mail, please include your employer's matching gift form with your gift.

The Potomac School
Attn: Chris Hauptman, Development Office
1301 Potomac School Road
McLean, VA 22101
(703) 749-6328 – phone
(703) 749-6308 – fax
chauptman@potomacschool.org

Make a Gift or Pledge

Thank you for making a gift this year. Contributions to the Annual Fund are tax-deductible, and can assist with lowering your tax liability. There are several ways to make a contribution to The Potomac School:

1. Online Giving - To make a gift or pledge online please visit our secure Online Gift website.

2. By Check - Please make checks payable to The Potomac School. Be sure to indicate in the memo field or in an accompanying letter if your gift is a pledge payment and/or for a gift to the Annual Fund, Fall Frolics, the Spring Auction, or any combination thereof.

3. By Credit Card - The Potomac School gladly accepts MasterCard, Visa and Am Ex credit cards. These gifts are recognized at full value on the date that a charge is accepted by the bank.

CONTACT INFORMATION

Laura Bennett
Director of Annual Giving
703.873.5557