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
Gifts of Stock
A gift of appreciated stock is a tax-wise way to support our Scholars.
Stock Wiring Instructions
Stock transfer instructions for you and/or your broker follow. Please be advised that stock gifts arrive in our account without donor names attached to them. We greatly appreciate you sharing your intentions to make a stock transfer so that we can attribute the contribution to you!
Charitable Organization
J. Wood Platt Caddie Scholarship Trust
1974 Sproul Road, Suite 400
Broomall, PA 19008
Tax Identification Number: 23-6296989
Wiring Instructions
Transfers should be designated as DTC # 0164/Code 40
Shares should be transferred to Account # 4498-3716
Institution Contact information:
Charles Schwab & Co., Inc.
200 S 108th Ave
Omaha, NE 68154
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.
