Gifts of Stock/Matching Gifts

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
333 John Carlyle St., Suite 650
Alexandria, Virginia 22314
703-535-8377
lee.corey@morganstanley.com

b.) The Potomac School’s account: 925-122095

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 email: (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 for bank account information.

Potomac School ACH Information

Contact Chris Hauptman for bank account information.

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 your gift (e.g., the Potomac Fund, endowment, Scholarship Auction).

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

Thank you for making a gift this year. Contributions to the Potomac 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 Potomac 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.