Ways to Give

List of 4 items.

• Outright Gifts: Cash, Checks, and Credit Cards, and Venmo (@Weberschool)

  • Simple to make (on-line, by U.S. mail, or by phone)
  • Qualify for a federal income-tax deduction
  • Provide immediate support for students, faculty, and programs

• Stock Gifts: Appreciated Securities

  • Qualify for a federal income-tax deduction for the full fair-market value of the securities
  • Allow you to avoid long-term capital-gain tax on appreciated stock
  • May be directed to support a specific fund or program
  • Should be prefaced with a donor call or email to let Weber know of one’s intention to transfer stock, and to get stock transfer details

  To make a stock transfer, you may use the following information:

  Brokerage Firm: Morgan Stanley

  Account Name: The Weber School

  Account Number 396035262088

  DTC 0015

• Endowments

  Gifts to an endowed fund are not spent, but rather, they are invested, with only a portion of the fund’s growth used each year to support its stated purpose. In this way, endowments provide a perpetual stream of income and support the long-term stability of the organization.
  
  

  We invite you to join us in our drive to secure our future by establishing your own named endowment, or by contributing to one of the five endowed funds established at Weber:

  • The Carol Nemo Endowed Tuition Assistance Fund
  • The Friends of Felicia Weber Endowed Unrestricted Fund
  • The Edward Silver Endowed Memorial Tribute Fund
  • The Friedman Family Endowment to Support The Entrepreneurship Program at The Weber School
  • The Joseph Soriano Scholarship Fund

  
  Description of Weber's endowed funds and how to name your own endowed fund

• Planned Gifts

  Also called “legacy gifts” or “deferred gifts,” planned gifts typically allow donors a greater opportunity to shape and support the school. With a long-term look to the future of the Jewish community, and in grateful recognition of the important role Weber has played in the lives of their children and grandchildren, many families and friends of Weber consider including the school in their estate plans, assuring the school will have the financial resources required to continue to provide a first-rate education - anchored with a commitment to Jewish values - for generations of students to come.
  
  

  There are several options for making a planned gift, including:

  • Bequests
  • Life Insurance
  • IRA rollovers
  • Charitable Remainder Trusts
  • Charitable Lead Trusts
  • Charitable Gift Annuities

  You may specify that your gift is unrestricted to allow it to be used where needed most, or directed to a particular fund (including an endowed fund) or project. Additionally, there are several naming opportunities for both capital projects and endowed funds, in recognition of major gift commitments. 
  
  We are happy to provide you with any information you may need to get started, including information on the school's current funding priorities.