To learn more about how your family can help build the Better Together, please contact Genevieve Peterson at (602) 438-7045 or by email at GPeterson@greatheartsaz.org.
Credit Card or Debit Card
We accept American Express, Discover, MasterCard, and Visa. To make a credit card or direct debit gift please contact Genevieve Peterson at (602) 438-7045 or by email at GPeterson@greatheartsaz.org.
Securities and Stocks
The donation of stocks and securities is a good option for many donors looking to make a gift or fulfill a pledge. The gift is fully tax-deductible and can also have the benefit of avoiding capital gains tax. It is recommended that you consult with your tax advisor to discuss the latest IRS rules and regulations.
The account information and donation instructions for Great Hearts’ central brokerage account are below. Please use this information to make a gift of stocks or securities to Great Hearts or to any of our academies.
DTC # 0015
FBO: Great Hearts Academies
Account Number: 765-117167
Bank Contact Name: Ross Pearlman
Bank Contact Phone: 480.345.4756
- Work with your brokerage firm to produce a “letter of authorization” for the securities you wish to donate. Please use the account information above.
- Your firm will process the transfer. Please notify us when the transfer takes place.
- The amount that a donor may claim as a charitable deduction for a gift of publicly-traded stock will be equal to the average of the high and low market price on the date the gift was received in your brokerage account. Stock gift receipts will document the stock name, number of shares given, and the date received.
Please note: It is the policy of Great Hearts to sell all gifts of stocks and securities upon receipt.
Many employers sponsor matching gift programs and will match charitable contributions made by their employees. To find out if your company has a matching gift program, please enter your employer′s name below and click “Search.” If they have a matching gift program their name will appear. Click on the company name for more details about the program.
Note: Archway Classical Academy | Scottsdale is a 501 (c) (3) non-profit educational organization and all contributions are fully tax-deductible as allowed by law. (Tax ID# 27-3364842)