Gifts of securities such as stocks or other appreciated assets can be a great tax-efficient method for making a gift to Wolmer’s. In most instances, you can take a tax deduction for the full market value of the gift and avoid any capital gains tax if you are based in the USA.

To avoid delays in recognizing you as the donor and receipting your gift, please email gifts@wolmers.org with the following details as soon as possible:

IF YOU PHYSICALLY HOLD THE SHARES:

The stock certificate and a stock power must be sent to the Wolmer’s Trust. Your stock power must include a guaranteed signature. For security reasons, this information should be sent in a separate envelope from the stock certificate. Both items should be sent to:

The Wolmer’s Trust
North Heroes Circle
Kingston 4

IF THE STOCK IS HELD IN A BROKERAGE ACCOUNT, AND THE STOCK IS SIMPLY BEING TRANSFERRED:

M
DTC #
Account #
for the benefit of The Wolmer’s Trust

If using this method, please notify the Investment Office by sending a copy of the transfer instructions via email to gifts@wolmers.org 

IF THE STOCK IS Non USA OR YOU ARE TRANSFERRING MUTUAL FUND SHARES:

To ensure that the stock or mutual fund shares will be accepted, please notify the Investment. The Investment Office will give you appropriate instructions and date for delivery.

If you have any further questions, please contact the investment office.

By making a planned gift to Wolmer’s, you can make a lasting and transformative difference on the schools.  From bequests to living trusts to retirement assets, planned giving is an effective way to give back to Wolmer’s in a meaningful way while also helping you achieve your own charitable and financial goals.

The Wolmer’s planned giving team can help craft a personalized strategy that achieves your philanthropic and financial goals. 

Legal Name: The Wolmer’s Trust
Address: North National Heroes Circle, Kingston 4, Jamaica W.I.
Tax ID Number: 002-089-653

Double or even triple your gift’s impact to Wolmer’s.  More than one thousand companies offer some level of corporate match for their employees’ philanthropic interests. Best of all, you are recognized for the full amount of your own gift plus any resulting corporate match.

Contact your company’s personnel or human resources office to find out if your employer, or your spouse’s employer, has a matching gift program.

Wolmer’s has partnered with www.benevity.org to process most of our matches with American Fortune 500 companies. If your company uses a different service, contact us at gifts@wolmers.org with the details. 

Please contact us info@wolmers.org before donating equipment such as laptops, tablets, switches, etc. 

We have minimum acceptance requirements that change regularly with technology specification updates. This is to ensure we maximize the usable life and value of any equipment as well as alignment with the technology roadmap.