Ways to Give

Gifts of Cash

Monetary donations are greatly appreciated. Please use our Online Giving form to make gifts with your MasterCard, Visa, Discover, or American Express card. From mobile phones, Venmo and PayPal are available as well. You may also use your credit card by calling Karen Viola, Coordinator of Annual Fund & Parent Programs, at (978) 318-3519.

Checks should be made payable to The Fenn School and mailed to:

Advancement Office
The Fenn School
516 Monument Street
Concord, MA 01742

Donor-Advised Funds

In recent years, donor-advised funds (DAF) have become an increasingly popular way to manage charitable giving. Many Fenn constituents use their DAFs at organizations such as Fidelity Charitable, Vanguard, Bank of America, Morgan Stanley, JP Morgan and others to support the school. Recommend a grant to Fenn from your DAF's website. If needed, the school's tax ID number is 042-104-064.

Securities

Gifts of appreciated stock or mutual funds can provide you with important tax advantages. There is no capital gains tax when you give appreciated securities that you have held for more than 18 months. You also can receive an income tax deduction for part of the gift.

Giving depreciated stock will result in a tax disadvantage for you. We recommend that you sell depreciated stock for a tax loss and then donate the proceeds to Fenn.

To make a gift of securities, please read the Stock Transfer Instructions and contact Karen Viola, Coordinator of Annual Fund & Parent Programs, at (978) 318-3519.

Corporate Matching Gifts

Before making a gift to Fenn, check with your employer to see if they will match a portion or all of your donation. This could allow you to double your gift to Fenn, and may move you up to a new Leadership Giving level.

Matching Gift and Volunteer Grant information provided by

Bequests or Testamentary Gifts

Please consider supporting Fenn in your will with a bequest or other type of testamentary gift. A popular way to continue your legacy, a bequest is fully deductible for federal estate tax purposes. State inheritance taxes may also be reduced.

A bequest may be of any size. It can be part of your will at the time it is drafted, or added later in a codicil. When you remember Fenn in your will, your bequest can take a variety of forms. Please contact A nne Boudreau at (978) 318-3525 to learn more about your options for bequests and testamentary giving.