Ways to Give
For further information about any of the following, please contact the Advancement Office at 484-420-2718.
The Waldron Annual Fund
Our annual campaign helps provide support for general operating expenses such as student and faculty programs, curriculum, technology, and building and grounds enhancement. The campaign runs from July 1 through June 30 of each year. Our goal for 2016-2017 is $266,450, with an increased percentage of alumni participation and 100% participation for WMA parents. Access our secure link by clicking here: TO DONATE NOW. For more information, contact Jessica Carswell or at 484-420-2702.
You can double your support by designating Waldron Mercy Academy as the recipient of matching funds if your employer has a matching gift program. Each year the number of companies that provide matching gifts increases. Please check with your employer to see whether they have a matching gift program in place.
Gifts of Stock
You can give appreciated stock, which is easily transferable and provides special tax benefits.
The United Way
WMA is approved to receive donations through the United Way’s Giving Program. If you already use this as a way to give, please consider naming WMA as a recipient. Our designation is: Waldron Mercy Academy #14245.
EITC (Educational Improvement Tax Credits) and OSTC (Opportunity Scholarship Tax Credit)
If your company pays state tax in Pennsylvania, it may be possible to distribute the funds to WMA instead. Through the EITC and OSTC programs, your company can receive a substantial tax credit - as much as 90 percent of the value of the gift - while supporting Waldron Mercy Academy’s Student Aid Fund. The program allows C-Corps, S-Corps, Partnerships, and LLCs to contribute. Over 50 of our students have benefited from these funds. For more information, contact Alison Nolan or at 484-420-2716.
For further details about the EITC program, click here to access this link.
For further information about the OSTC program, click here to access this link.
One of the simplest ways to give a planned gift is through a bequest in your will. After providing for your heirs, you may wish to include Waldron Mercy in your estate plans. We hope that you will be inspired to follow Edgar and Mary Griffiths’ example and join the Edgar H. Griffiths '35 Planned Giving Society.
For more information, contact Jessica Carswell or at 484-420-2701.
Make Tax-Free Gifts from Your IRA
The IRA charitable rollover legislation allows you to transfer lifetime gifts up to $100,000 using funds from your individual retirement account (IRA) without undesirable tax effects.
You may contribute funds this way if:
- You are age 70-1/2 or older at the time of the gift;
- You transfer up to $100,000 directly from your IRA. This opportunity applies only to IRAs and not other types of retirement plans;
- You transfer the funds outright to one or more qualified charities. The legislation does not permit direct transfers to charitable trusts, donor advised funds, charitable gift annuities or supporting organizations; and You make your gift by December 31, 2015.
If you or a family member has established a foundation, if you serve on the board of a foundation, or if your employer has a foundation, please let us know if we can apply for a grant. This year, for example, Keith and Lisa Leaphart donated to WMA through their charitable fund with The Philadelphia Foundation. For more information, contact Jessica Carswell, Director of Institutional Advancement, or at 484-420-2702.
Each year we hold a Golf and Tennis Classic in the fall and our Tigerfest Auction in the spring. These are great opportunities to meet parents or connect with fellow alumni while supporting WMA. There are also opportunities to donate gifts or provide sponsorship to help make these events successful fundraising endeavors for Waldron. For further information, contact Alison Nolan, Director of Special Events and Corporate Relations, or at 484-420-2716.