You may make a gift using cash or check. Checks should be made payable to Gilman School. Cash and checks can be sent to:

Gilman School
Advancement Office
5407 Roland Avenue
Baltimore, MD 21210-9983

Consult your tax and financial advisors to determine which of the below plans is best for you, or please contact Heather Harlan Warnack, Assistant Head of School for Advancement, at hwarnack@gilman.edu or 410-323-7178.

Download Instructions for How to Gift Stock and/or Securities (PDF)

Giving Securities Held by Your Broker:

1. Instruct your broker in writing to transfer a specific gift amount to Gilman School.
2. Instruct your broker to contact the Advancement Office upon receipt of your letter for specific DTC instructions.
   
   Gilman School's Federal Tax ID Number: 52-0591604
   Gilman School's Account Name at Fidelity: Gilman School Incorporated
   Gilman School's Account Number at Fidelity: 668-116279
   Fidelity/NFS DTC #: 0226
   
   Gilman's Broker:
   Brian Vitrano
   410-537-5494
   bvitrano@brownadvisory.com
    
3. Send a copy of your letter to the Advancement Office at:
   
   Gilman School
   Advancement Office
   5407 Roland Avenue
   Baltimore, MD 21210-9983

Giving Securities Held in Your Possession:

1. Mail unendorsed certificates with a short letter of intent to the Advancement Office at:
   Gilman School
   Advancement Office
   5407 Roland Avenue
   Baltimore, MD 21210-9983
    
2. Obtain a stock power from your broker with your signature guaranteed.
3. Under separate cover, mail the stock power to Gilman with a copy of your original letter of intent.

You will receive a full tax deduction for the market value of the securities given. This avoids any capital gains tax you would incur in selling appreciated securities as long as they have been held for one year.

Giving Securities While Retaining Life Income

You may also make a gift of securities through a trust arrangement and receive income during your lifetime or the lifetime of your designated beneficiary.

There are many planned gift options that allow you to make a meaningful charitable donation to Gilman while receiving financial and tax benefits. For questions or more information, please contact Associate Director of Advancement Mary Ellen Porter at meporter@gilman.edu or 410-323-7178.

Many companies match philanthropic gifts given by their employees, allowing you to possibly double or even triple your gift to Gilman School. Some companies even match gifts made by retirees and/or spouses.

Check with your employer's human resources department to see if your company participates in a gift-matching program. If your company participates and is eligible, request a matching gift form from them and send it completed and signed with your gift to Gilman School — we will do the rest! Complete gift-matching forms can be sent to:

Gilman School
Advancement Office
5407 Roland Avenue
Baltimore, MD 21210-9983

A donor may transfer all or a portion of their individual retirement account or IRA upon their death to Gilman as a qualified beneficiary.

The original SECURE Act passed by the United States Congress in 2019 increased the minimum required distribution age from 70.5 to 72. However, the minimum age for making a qualified charitable distribution (QCD) from your IRA — a "charitable IRA Rollover" — is 70.5, and the annual limit is $100,000. Individuals aged 70.5 or older may therefore consider making a "tax-free" gift, up to $100,000 a year, to a charity and satisfy their required minimum distribution.

Contact your financial advisor for further details.