Ways to Give

Please send checks made payable to Carroll School to:
Carroll School
Advancement Office
45 Waltham Road
Wayland, MA 01778

Call 781-314-9736 to make a gift using your credit card.

To make a gift of appreciated stock, please call your broker with the following information regarding the amount of the gift, type of stock, and the number of shares.

Stock Broker: Kevin Rahill
Brokerage: Morgan Stanley Wealth Management
Phone: (617) 570-9583
Carroll School Account#: 707125770436
DTC #: 0015

For instructions on wiring a gift to Carroll, please contact:

Sandy Potter
Associate Director, Donor Engagement
(781) 314-9736
Email

Maximize your impact for Carroll - your Fund sponsor handles record-keeping, disbursements and tax-receipts.

A QCD is a distribution of funds from your IRA directly to a qualified charitable organization, such as the Carroll School, and can be made by IRA owners who are age 70 1/2 or older. Because the gift goes directly to the charity without passing through your hands, the dollar amount of the gift may be excluded from your taxable income up to a maximum of $100,000 annually.

Your QCD must be made directly from your IRA custodian to Carroll on your behalf. Each financial institution has its own process for initiating a qualified charitable distribution. Please consult your tax advisor for information regarding your specific instructions.

Many companies sponsor matching-gift programs that often double the charitable contribution made by an employee. Ask your Human Resources office about your company’s program.