Ways to Give

List of 8 items.

• Check or Credit Card

  You can make a credit card gift online using American Express, Discover, Visa, or MasterCard. If making a gift by check, please make it payable to St. Andrew’s Episcopal School and designate the fund name in the memo field. Gifts can be mailed to:
  
  Office of Advancement
  St. Andrew’s Episcopal School
  8804 Postoak Road, Potomac, Md 20854

• Company Matching Gifts

  Through employer matching gift programs, you may have the opportunity to double or even triple the value of your gift. Click here to see if you are eligible to double the impact of your donation to St. Andrew's.

• Appreciated Securities

  Gifts made by stock transfer are welcomed and can be processed using the information listed below. Click here to learn about the benefits of giving appreciated securities.
  

   

  Electronic Transfers
  Wells Fargo Advisors
  Account Name: St. Andrew’s Episcopal School INC.
  Account Number: 6215-8789
  DTC Number: 0141
  
  

  Contact Information
  Call or email Mark McKnight, St. Andrew’s CFO to let him know you are making a gift of stock so we can credit your gift. Please include your name, name of the stock, and number of shares. Wells Fargo does not provide us with this information.
  
  

  Mark McKnight
  Chief Financial Officer
  St. Andrew’s Episcopal School
  240.477.1680 (direct)
  mmcknight@saes.org
  
  

  Wells Fargo Advisors
  Toll Free: 800-368-5620

• Cryptocurrency

  Cryptocurrency, also known as Virtual Currency or “Crypto,” is a digital asset designed to function as an alternative to sovereign fiat currency (US Dollars, for example) whereby transactions between two parties are verified through a public, distributed ledger, also known as a blockchain. Most people think of Bitcoin and/or Ether when they hear the word “Crypto,” and while Bitcoin is the original cryptocurrency and most widely followed, there are a number of cryptocurrencies currently available.

   

  For U.S. tax purposes, transactions using virtual currency must be reported in U.S. dollars. Therefore, taxpayers will be required to determine the fair market value of virtual currency in U.S. dollars as of the date of donation. If a virtual currency is listed on an exchange and the exchange rate is established by market supply and demand, the fair market value of the virtual currency is determined by converting the virtual currency into U.S. dollars (or into another real currency which in turn can be converted into U.S. dollars) at the exchange rate, in a reasonable manner that is consistently applied.
  
  Donors who give cryptocurrency donations to St. Andrew's will receive an electronic donation receipt in US dollars with comprehensive details about each transaction.

  
  To make your gift via cryptocurrency, simply select to pay with cryptocurrency on our online giving form, then select the type of cryptocurrency you would like to use.

• Donor Advised Funds

  Donor advised funds (DAFs) provide many tax benefits to the donor, including:
  
  1. Income Tax: You receive an immediate income tax deduction in the year you contribute to your DAF.
  2. Capital Gains Tax: You will incur no capital gains tax on gifts of appreciated assets (i.e. securities, real estate, other illiquid assets.)
  3. Estate Tax: Your DAF will not be subject to estate taxes.
  4. Tax-Free Growth: Your investments in a DAF can appreciate tax-free.
  5. Alternative Minimum Tax (AMT): If you are subject to alternative minimum tax (AMT), your contribution will reduce your AMT impact.
  
  

  If you have a DAF with Fidelity Charitable, Schwab Charitable, or BNY Mellon, click here to make your grant request to support St. Andrew's Lions Fund.

  
  Pledge Fulfillment via a Donor-Advised Fund


  A written expression of your intent will ensure that St. Andrew’s will always use the funds in accordance with your stated wishes. We recognize that Donor Advised Funds, particularly those administered by Fidelity, Vanguard, and National Philanthropic Trust, have prohibited their clients from using their grants to fulfill binding pledges to charitable organizations. In December 2017, in Section 4 of Notice 2017-73, the IRS addressed this issue. This notice effectively allows Donor Advised Funds to make grants that satisfy pledges as long as: 1) the DAF sponsor does not reference the pledge in the grant letter or check, and 2) The donor/advisor does not attempt to claim a charitable contribution deduction for the grant. Donor Advised Funds now routinely provide non-binding “intent to recommend” language to donors for grant distributions which non-profits will recognize as pledge payments.

   

  If you have any questions about Donor Advised Funds, please contact David Pivorotto, Associate Director of Advancement.

• Wire Transfers

  *New Wire Transfer Instructions*
  
  Please note that these instructions are for donations and pledge payments only.
  
  

  Domestic Wiring Instructions

  
  

  Recipient Name: St. Andrew’s Episcopal School, Inc.

  Recipient Address: 8804 Postoak Road, Potomac, MD 20854

  Recipient Checking Account:

  • Account #: 4397857182

  • ABA/Routing #: 031101266

   

  Bank Name: TD Bank, N.A.

  Band Address: 607 14th Street NW, Ste. 650, Washington, DC 20005

   

  International Wiring Instructions

   

  US Currency:

  Receiving Bank: TD BANK, N.A., Wilmington, Delaware

  ABA#: 031101266

   

  Credit to: St. Andrew’s Episcopal School

  8804 Postoak Rd., Potomac, MD 20854

  Account #: 4397857140

   

  Foreign Currency:

  Destination and Routing Information: Intermediary Bank

  SWIFT CODE: TDOMCATTTOR

  TD BANK

  Toronto, Ontario, Canada

   

  For Further Credit to Beneficiary/Recipient Bank:

  SWIFT CODE: NRTHUS33XXX

  TD BANK, N.A.

  607 14th Street NW, Ste. 650

  Washington, DC 20005 USA

   

  In Favor of Account #: 4397857182

  St. Andrew’s Episcopal School

  8804 Postoak Rd., Potomac, MD 20854 USA

• IRA's

  If you own an IRA, Required Minimum Distribution (RMD) rules take effect at age 70 and a half. Any distribution is taxed as ordinary income, but Congress has approved legislation that makes permanent an option allowing you to make a tax-free gift each year from your IRA.
  
  How tax-free gifts from IRAs work:
  
  

  • Instead of taking all or part of your required distribution, you can make a qualified distribution (up to $100,000 per person) from your IRA directly to the School; this distribution counts toward your RMD.
  • While there is no tax deduction, the amount you send directly to us from your IRA is excluded from your income for federal tax purposes, which effectively means you pay no income tax on this amount.
  • The entire amount you transfer supports St. Andrew's because the school is not required to pay income tax on the IRA distribution.
  • Tax-free gifts from IRAs are simple to make, but to satisfy your current year's RMD, the distribution must be completed by December 31 of the current year.

• Legacy Giving

  Plan for your future while helping secure St. Andrew’s future. The generosity of legacy giving donors strengthens opportunities for our students, faculty and programs each and every day. Advancement staff are here to help you determine the best vehicles to meet your financial needs and make a lasting impact at St. Andrew's. 
  
  Click here to learn more about planned giving at St. Andrew's.