Ways to Give

 

Payments made before June 30 count in the current fiscal year.

Make checks payable to Deerfield Academy, enclose a note or indicate on the check memo line the designation and mail to Deerfield Academy, P.O. Box 306, Deerfield, MA 01342.

Make your donation securely online or call us at 413-774-1474. We will gladly take your credit card donation by phone. Please do not email or fax your credit card

To make a donation by wire transfer, please contact Debra Diemand, Office of Advancement (413-774-1839) or Jeff Swetland, Finance Office (413-774-1597)

Gifts of long-term appreciated stock (owned for a year or longer) or mutual funds offer a quick, easy and tax efficient way to make a lasting gift to Deerfield Academy.

Before the Transfer Occurs

In order for us to accurately identify, allocate and acknowledge your gift, please take a moment to notify Jeff Swetland in Deerfield’s Finance Office (413-774-1597) or Debra Diemand in Deerfield’s Office of Advancement (413-774-1839). Please note that Deerfield cannot sell the securities unless we know the identification of the donor.

For Securities Held by Your Broker

If your broker (or bank) holds your securities, your gift can be electronically transferred to Deerfield Academy. Stock gifts should be delivered to:

National Financial Services
Deerfield’s DTC (Depository Trust Corp) # is 0226
For the Account of the Trustees of Deerfield Academy
Deerfield’s Account # is 657-576866
Deerfield’s Tax ID # is 04-2103563

For Securities Held by You

If you, the donor, hold a security, please send the unendorsed certificates with a letter of transmittal giving name and address to:

Jeff Swetland
Manager, Endowment & Infrastructure Accounting Finance
Deerfield Academy Finance Office
PO Box 87
Deerfield, MA 01342

Phone: 413-774-1597
Fax 413-772-1113

In a separate envelope, mail to the same address a stock or bond power, signed exactly as the certificate is registered, and do not fill in any other information. Do not re-register the shares into the name of Deerfield Academy. You may obtain blank stock powers from your broker or bank. Please include a letter stating the purpose of your gift with the certificate(s).

NOTE: It is very important to mail the security certificate and the signed power separately and it is recommended that the certificate be sent by certified mail with return receipt. If you have any questions, please call Jeff Swetland (413-774-1597) or Debra Diemand (413-774-1839).

Information provided on this website is not intended to be tax or legal advice. Please be sure to consult a qualified financial advisor before making a gift.

Donors can help secure the long-term financial health of the school through gifts that come to the school in the future or over a period of years. View additional Planned Giving information or contact our Gift Planning office (413-774-1584).

Please contact our office of Gift Planning (413-774-1584).

If you or your spouse are affiliated with an organization that will match gifts to private secondary schools, please forward the matching gift form (obtained from the organization’s personnel office) along with your gift to Deerfield Academy. Please refer to the list of organizations with matching gift programs. If making your gift online, please mail the matching gift form (including your name, address, class year, date and amount of gift) to Deerfield Academy, P.O. Box 306, Deerfield, MA 01342.
For more information about matching gifts at Deerfield Academy, please contact Debra Diemand, Office of Advancement (413-774-1839).

If you are over age 70 ½, contact your IRA administrator for instructions on making a direct transfer (“Qualified Charitable Distribution”) that will be free of federal income tax.

To explore other methods of giving, contact Debra Diemand, Office of Advancement (413-774-1839).

If you would like to mail in your donation, please make checks payable to Deerfield Academy, enclose a note or indicate on the check memo line the designation, and mail to Deerfield Academy, P.O. Box 306, Deerfield, MA 01342.

Contact the Office of Advancement

alumni@deerfield.edu
413-774-1474

7 Boyden Lane, PO Box 306
Deerfield, MA 01342