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Planned Giving

Gifts of Appreciated Securities

Gifts of Appreciated Securities Diagram

How It Works

  1. You can send unendorsed stock certificates by registered mail or instruct your broker to make the transfer from your account to our account
  2. You receive an income-tax deduction
  3. Woodberry may keep or sell the securities

Benefits

  • You may receive a federal income-tax deduction for the full fair-market value of the securities
  • You avoid long-term capital-gain tax on any appreciation in the value of the stock
  • Your gift will support Woodberry as you designate

Special note: You should call or e-mail us to tell us of your intent, and we will be able to assist you with the details of the transfer.

More Information

Contact Us

Dodie Chavez '85
Director of Planned and Capital Gifts
(540) 672-6036
dodie_chavez@woodberry.org

Federal Tax ID Number: 54-0519590

 

Woodberry Forest School
402 Woodberry Station
Woodberry Forest, VA 22989

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Disclaimer

Woodberry Forest admits students of any race, color, sexual orientation, disability, religious belief, and national or ethnic origin to all of the rights, privileges, programs, and activities generally accorded or made available to students at the school. It does not discriminate on the basis of race, color, sexual orientation, disability, religious belief, or national or ethnic origin in the administration of its educational policies, admissions policies, scholarship and loan programs, and athletic or other school-administered programs. The school is authorized under federal law to enroll nonimmigrant students.