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.
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: firstname.lastname@example.org Phone: 603-422-8190 Fax: 855-331-6589
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.
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 email@example.com.
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 firstname.lastname@example.org.
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.
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, situated on an 80-acre campus just over one hour north of Boston, serves 600 students, Pre-Kindergarten through Grade 12, from Massachusetts, New Hampshire, and Maine. 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.