Ways to Give

The Holton Fund is on Venmo! Make a gift right on your phone with Venmo to @HoltonFund.

Please make your check payable to “Holton-Arms School.” Mail your check to:

Advancement Office
Holton-Arms School
7303 River Road
Bethesda, MD 20817

Holton welcomes gifts of stocks or securities which can provide significant tax advantages to donors. Please consult with your financial adviser about the current advantages that may apply to you. You can find details on transfer information and fill out a stock notification form below.

Instructions for Making a Gift of Stock

To make your gift of stock, please fill out the Stock Notification Transfer Form below.

After you have completed the form below, please provide your broker with the following information:

Goldman Sachs & Co. LLC
DTC: 0005
Account Name: The Holton-Arms School, Inc. Stock Donations
Account #: 030-70547-9

Telephone #: (215) 814-7284

Email: gsadvisors@gs.com

If you have additional questions about making a gift of stock, please contact Ann Kangas, Director of Development: 301-767-2317.

You may be able to double or triple your support of Holton through your (or your spouse’s) employer’s matching gift program. Please contact your company’s Human Resources Department to see if you are eligible for a matching gift or search your company name below to see details about their program.

If your company matches you may be able to access the forms directly through the search. Follow the set procedure, and Holton-Arms School will be happy to assist. The impact of your gift may be doubled or possibly tripled! Some companies match gifts made by retirees and/or spouses. Matching Gift data provided exclusively under these Terms of Use by HEP Development Services.

Gifts from donor-advised funds allow you to make an irrevocable contribution to another organization, typically a public charity like Fidelity Charitable or a community foundation, and then recommend that the fund make grants to qualified non-profit organizations, like Holton. With donor-advised funds, you receive an immediate tax deduction, are able to contribute complex assets, and can enjoy greater flexibility. Contact your financial adviser for more information!

Holton welcomes planned gifts in the form of Bequests, Charitable Remainder Trusts, Charitable Lead Trusts, and Life Insurance and can assist donors who wish to include any of these in their estate planning.

To discover the benefits of planned giving, visit our Planned Giving website.