Guidelines for Year-End Giving 2019

 


The Oakridge School will be closed for the holiday break from December 20, 2019 - January 6, 2020. If you wish to make your gift in the 2019 tax year, please use the following guidelines:

CHECKS:  Checks must be postmarked or delivered to the school on or before December 31, 2019 to qualify for a 2019 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 on The Oakridge School'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 16, 2019.  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 19, 2019.  Transfer instructions are available by calling the Development Office.

For more information or to make your gift, please contact Lauren Matocha in the Development Office at 817.451.4994 x 2742 or lmatocha@theoakridgeschool.org.

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