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.
Cash gifts are essential to the School's Annual Fund, endowment, and capital needs. They are fully tax-deductible (for those who itemize) and provide the most convenient form of giving.
Checks may be sent to:
The Berwick Fund
31 Academy Street
South Berwick, ME 03908
We accept Visa, Mastercard, and American Express. Click here
to make a gift online or call Kellie DeMers in the Advancement Office at 207.384.6303.
If you hold securities which would result in a long-term capital gain if sold, you can make an outright gift to Berwick Academy and realize substantial savings on capital gains tax on the appreciation. Thus, the actual cost to you as a 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:
UBS Financial Services, Inc.
Contact: Julie Pomeroy
DTC Clearing Number: 0221
Account Number: EH 04183
For the Account of Trustees of Berwick Academy
For any questions, please contact Amy Smucker at 207.384.6304 or by email at email@example.com
. 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.
A gift of real estate, artwork, or other appreciated property will most likely result in significant capital gains tax savings to the donor. Please call Amy Smucker in the Advancement Office at 207-384-6304 for further information.
For information about Planned Gifts, such as Charitable Gift Annuities, trusts, and bequests, see our planned giving page, or call Kathryn Strand in the Development Office at 207-384-6307.
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.