Gifts of Stock
Gifts of stock provide an easy and tax efficient way to provide for the school.
Stock Transfer Instructions:
If securities are held in the donor’s name or street name in a brokerage account: The donor should notify his broker, in writing, of his intention to make a charitable gift of shares of stock to The Greenwood School, Putney, Vermont (copy to The Greenwood School).
Please instruct the broker to transfer the securities electronically to The Greenwood School’s account at:
RBC Wealth Management DTC 0235
Account Number – 312-05303
(Our broker is Katherine Traver, and she may be reached at
(800) 446-2007 or Katherine.traver@rbc.com
(Please contact Katherine prior to any transfer.)
If securities are in certificate form, held by and registered in the name of the donor: Donor should hand-deliver or mail the certificate (registered mail, return receipt requested) to The Greenwood School at 14 Greenwood Lane, Putney, Vermont 05346 in two separate envelopes: (1) the stock certificate(s), accompanied by a letter indicating the donor's intention to make a gift of the shares of stock, and (2) stock powers, signed "in blank", with the signature guaranteed.
Please contact:
Stewart Miller,
Headmaster.
(802) 387-4545, ex. 115
Real Estate
Donations of real estate require advance planning and careful attention to detail. Greenwood’s Development Office is happy to assist with these transactions.
Planned Giving
Planned gifts provide future support to the school and often allow donors to make a larger gift than they could with an outright gift. We are grateful for the many planned gifts The Greenwood School has received from its alumni and friends.
Bequests: The most frequently used planned gift option is a bequest in your Will. Charitable bequests are fully deductible for estate tax purposes.
Life Income Gifts: Charitable remainder trusts, pooled income funds, and charitable gift annuities can offer you an immediate income tax charitable deduction. Frequently, these easily established gifts receive favorable capital gains tax treatment.
Remainder Interest in a Personal Residence or Farm: Such gifts can provide you with an immediate income tax charitable deduction, while you retain use of the residence or farm during your lifetime.
Life Insurance: Paid-up life insurance is an asset that is often overlooked. You may make a gift of a paid-up policy or pay the premiums on a new policy where The Greenwood School is the owner and beneficiary.
Retirement Assets: A charitable gift of qualified retirement plan assets can reduce estate tax liabilities and benefit The Greenwood School at the same time.
Tax Consequences
The school cannot ensure the tax treatment of gifts made to Greenwood. All donors should confer with their tax advisors before making a gift to inquire as to tax deductibility and treatment.
