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The Berwick Fund

Methods of Giving

The Berwick Fund operates on a fiscal year basis, from July 1 to June 30. Pledges are payable anytime before June 30 of the current academic year.

List of 8 items.

  • Cash

    Cash gifts (including checks and credit/debit cards) are essential to The Berwick Fund. They are fully tax-deductible (for those who itemize) and provide the most convenient form of giving.

    Checks may be sent to:
    Berwick Academy
    The Berwick Fund
    31 Academy Street
    South Berwick, ME 03908
    Berwick accepts Visa, MasterCard, and American Express. 

    Visit www.berwickacademy.org/giving to make a secure gift online or call Sarah Owens in the Advancement Office at 207.384.6303.
  • Recurring Gifts

    Recurring gifts enable donors to build a significant annual contribution through smaller monthly installments. Arrangements can be made to automatically debit your checking or savings account on a monthly or annual basis, at no additional cost to the donor or Berwick Academy.

    To enroll, please contact Sarah Owens in the Advancement Office at sarah.owens@berwickacademy.org or 207.384.6303.
  • Securities

    Gifts of securities allow donors to realize substantial savings from capital gains tax. If you hold securities that would result in a long-term capital gain if sold, please consider donating shares to Berwick Academy. The actual cost to the donor is often far less than the value of your gift to the School. It is recommended that you consult with your tax advisor to discuss the latest IRS rules and regulations.

    To transfer stock, please give your broker the following transfer instructions:

    DTCC Clearing Number 0221

    UBS Financial Services, Inc.
    For the Account of Trustees of Berwick Academy
    Account Number EH 04183

    UBS Financial Services, Inc.

    Contact: Richard DeMarco
    Email: richard.demarco@ubs.com
    Phone: 603-422-8190
    Fax: 855-331-6589

    For any questions, please contact Amy Smucker at 207.384.6304 or by email at asmucker@berwickacademy.org.
  • Donor Advised Funds

    A donor advised fund (DAF) is a charitable giving program that allows you to combine tax benefits while supporting Berwick. DAF Direct is a secure partner that allows you to quickly and easily donate grants electronically from ​your ​Fidelity Charitable or​ Charles Schwab account​.

  • Personal Property

    A gift of real estate, artwork, or other appreciated property will most likely result in significant capital gains tax savings to the donor. For any questions, please contact Amy Smucker at 207.384.6304 or by email at asmucker@berwickacademy.org.
  • Planned Gifts

    For information about Planned Gifts, such as Charitable Gift Annuities, trusts, and bequests, see our planned giving page or contact Stephanie Caswell at 207.384.6396 or by email at scaswell@berwickacademy.org.
  • Corporate and Employer Matching Gifts

    Matching gifts allow donors to double (and sometimes triple!) their donations. Check with your HR or Benefits department to see if such a program exists and how to get started. Submitting a matching gift is often as easy as completing an online form or filling out a piece of paper. Once initiated, Berwick works with your employer to take care of the rest.
  • Tips for Making a Gift to Berwick Academy at Calendar Year End

    Checks, postmarked by December 31, may be mailed to Berwick Academy, 31 Academy Street, South Berwick, ME 03908. Gifts of securities must reach Berwick’s account by close of business on December 30. The transfer instructions are provided above. Credit card gifts may be made any time before midnight on December 31.

Berwick Academy

Berwick Academy, situated on an 80-acre campus just over one hour north of Boston, serves 550 students, Pre-Kindergarten through Grade 12 and Post-Graduates. Berwick students are from Maine, New Hampshire, Massachusetts, and several countries. Deeply committed to its mission of promoting virtue and useful knowledge, Berwick Academy empowers students to be creative and bold. Berwick strives to graduate alumni who shape their own learning, take risks, ask thoughtful questions, and come to understand and celebrate their authentic selves.