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Guidelines for Year-End Giving 2013


The Oakridge School will be closed for the holiday break from 
December 23 - January 3.

If you wish to make your gift in the 2013 tax year, please use the following guidelines:

CHECKS:  Checks must be postmarked or delivered to the school on or before December 31 to qualify for a 2012 deduction.  Please mail all checks, payable to The Oakridge School.

CREDIT CARDS:  The gift date for a credit card gift is recorded as the date on which the charge is made to your credit card.  Credit Card gifts can be immediately processed at Oakridge’s secure online giving page: www.theoakridgeschool.org/makeagift.  If you plan on using your credit card - please go online vs. sending in the mail.

STOCK (DIRECT TRANSFERS):  The gift date is recorded as the date on which the stock is transferred into Oakridge’s gift account, not the date on which you advise your broker to make the gift.  Please request the transfer and notify the Development Office by December 20.  It often takes a few days to verify transfers, particularly during the holidays, and we want to make sure your transfer is completed before we close on December 20.  Transfer instructions are available by calling the Development Office.


For more information or to make your gift, please contact the
Development Office

Michele Cole, Director of Development

817.451.4994 x 2768 or mcole@theoakridgeschool.org.


Michele Cole EdD
Director of Development

Andy Broadus

Jim Andersen
Director of Alumni

Teri Foster
Information Specialist

Alisa Hunter
Communications Coordinator

Kelli Lambert

Special Events and
Donor Relations Coordinator

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