Other Ways to Give
The J. Wood Platt Caddie Scholarship Trust welcomes all forms of giving.
Our team will work with you to maximize your impact.
As you consider the below methods, please consult with your tax advisor to ensure the best after-tax outcome for your family.
Gifting from your IRA
If you are age 70 ½ or older, you may make direct charitable contributions from your IRA to J . Wood Platt. Naming J. Wood Platt as a primary or contingent beneficiary of a retirement plan may enable you to make a larger gift than you anticipated as income and estate taxes may not be imposed when plan assets are distributed to the Platt.
Gifts of Stock
A gift of appreciated stock may be a tax-wise way to support our Scholars. Please contact us for wiring instructions.
Donor Advised Funds
Support J. Wood Platt during your lifetime and/or designate The Trust as a beneficiary of your fund.
Wire/Bank Transfers
Please contact the JWP Development team for wiring instructions
Check
Click HERE to access the printable donation form
Checks can be made to “J. Wood Platt Caddie Scholarship Trust”
J. Wood Platt Caddie Trust
1974 Sproul Road, Suite 400
Broomall, PA 19008
Disclaimer: This information is not intended to be legal or tax advice.
Please consult your lawyer or accountant to decide if this form of giving is appropriate for your circumstances.
