Hal J. Pos Memorial Scholarship Fund

If you are donating shares of stock that have no restrictions attached to their sale, please click here for the necessary McGillis School account information to complete an online transfer of stock.

Before or at the time of the transfer, please contact, or have your broker contact, Jen Voros by phone or email with the following information:

• the donor name

• the number of shares

• the name of the stock being donated

This step is important because when stock arrives in our account, the name of the donor is not included.

For tax purposes, the value of your donation is calculated using the closing price of the stock on the day the stock is transferred. The School will sell the stock as soon as it is posted to the account and follow up with a tax receipt.

Many employers have matching gift programs and will match charitable contributions or volunteer hours made by their employees. Contact your employer to find out if they will provide matching gifts to The McGillis School.

Qualified Charitable Distributions (QCD) or IRA Charitable Rollovers are a great way to make a tax-free gift to The McGillis School using your retirement plan. For more information, please contact your IRA administrator.

You may recommend a gift to The McGillis School via your DAF. Our tax identification number (EIN) is 75-3048375. Pleases contact philanthropy@mcgillisschool.org if you have any questions.