Ways to Give

Thank you for considering a gift to Gilman School and joining all of us who love Gilman in our effort to ensure the sustained excellence of a Gilman education. Please refer to the instructions below to make a gift by various methods. All gifts to Gilman are tax-deductible.

Online/Credit Card

Cash or Check

Wire Transfer

Gifts may be transferred via domestic or international wire transfer. Please provide the following information to your bank/broker:

Incoming Domestic Wires

Wire To: TD Bank

300 Delaware Avenue

Wilmington, Delaware 19801

ABA # 031101266

Credit to: Our Customer – Gilman School

Account Number: 4312232658

Incoming International Wires (U.S. Currency)

Wire To: TD Bank, N.A.

300 Delaware Avenue

Wilmington, Delaware 19801

ABA # 031101266

SWIFT CODE - TDOMCATTTOR

Credit to: Our Customer – Gilman School

Account Number: 4312232658

For further information on making a gift to Gilman by wire transfer, please call 410-323-7178.

Stocks/Securities

How to give 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 Development Office upon receipt of your letter for specific DTC instructions.

Gilman School’s Federal Tax ID #: 52-0591604

Gilman School’s Acct. Name at Fidelity: Gilman School Incorporated

Gilman School’s Acct. # 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 Development Office (address below).

How to give securities held in your possession:

Mail unendorsed certificates to Gilman’s Development Office (address below) with a short letter of intent.
Obtain a stock power from your broker with your signature guaranteed.
Under separate cover, mail the stock power to Gilman with a copy of your original letter of intent.

You will receive full tax deduction for the market value of 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.

Consult your tax and financial advisors to determine which plan is best for you, or call Gilman Director of Development Heather Harlan Warnack at 410-323-7178.

Download these instructions for how to give stock/securities.

Planned Gifts and Bequests

Matching Gifts

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

Development Office

5407 Roland Avenue

Baltimore, MD 21210-9983

RETIREMENT/IRA ACCOUNT

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

The SECURE ACT passed by Congress increased the minumum required distribution age from 70 ½ to 72. However, the minimum age for making a qualified charitable distribution (QCD) from you IRA - a "charitable IRA Rollover" - is 70 ½, and the annual limit is $100,000. Individuals who are 70 ½ 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.