Guidelines for Year-End Giving 2012
The Oakridge School will be closed for the holiday break from
December 24 – January 4.
The Oakridge School Development Office will open from
8:00 am – 12 noon on Monday, December 31
to accept any year-end gifts.
If you wish to make your gift in the 2012 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.
Credit card gifts made via mail must be received by December 28 so that the school has time to process the transaction (You may want to send your credit card gift early to avoid mailing delays and to help ensure your credit card is processed in time to count for 2012 tax purposes). You may also call the Development Office at 817.451.4994 x 2768 on December 31 from 8am – 12 noon to process your credit card gift over the phone.
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 26. 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 21. Transfer instructions are available by calling the Development Office.
For more information or to make your gift, please contact the
Michele Cole, Director of Development
817.451.4994 x 2768 or firstname.lastname@example.org.