Giving gifts of stock could be a way for you to maximize your gift and avoid taxes on capital gains.

How It Works

• You transfer appreciated stocks, bonds, or mutual fund shares you have owned for more than one year to The Webb School.
• The Webb School sells your securities and uses the proceeds for our programs.

Benefits

• You receive an immediate income tax deduction for the fair market value of the securities on the date of transfer (even if you originally paid much less for them).
• You pay no capital gains tax on the transfer when the stock is sold.
• Giving appreciated stock can be more beneficial than giving cash. The “cost” of your gift is often less than the deduction you gain by making it.

To make a gift of appreciated stock, please use the following DTC instructions:

B. Riley Wealth Management
Contact: Kelly Graham, 615-610-5354 | kellygraham@brileywealth.com
Account Name: The Webb School
Account #:  HNE016512
DTC #:  0226

Whether transferring securities or making IRA distributions, please email Jonathon Hawkins, Director of Alumni and Development, or call 931-389-5769 with any pertinent details to ensure that your gift is properly acknowledged.

"Tribute gifts" include Memorial Gifts and Honor Gifts, and are a wonderful way to acknowledge the impact of someone special. To make a gift in memory/honor of someone, use the online form, and follow the prompts on the form. Alternatively, a gift mailed to the school can be made in memory or in honor by a notation in the memo line of the check. Tribute gifts may be designated to any area of the school. The school will be glad to notify the individual being honored, or someone in the family. Please note the name and address of the individual whom you would like the school to notify, as well as the individual being honored or memorialized.

One way donors help Webb is by naming the school a beneficiary of assets that they hold until the end of their lifetimes. Known as “Planned Gifts”, these typically involve consideration of future financial plans and input from professional advisers.

The Webb School established The Burkhead Legacy Society to recognize the generosity of alumni, parents and friends who have made provisions for Webb in their estate plans. The School named this Society in honor of Commander Lingurn Burkhead, Class of 1921, whose bequest in 1993 of more than $1 million made a tremendous impact on the growth and success of the school. 

Click to learn more about Planned Giving and the Burkhead Legacy Society. For more information about gifts to Webb, such as bequests, or if you would like more information about the Burkhead Legacy Society, please email the Alumni and Development Department or 931-389-5722. All inquiries are confidential.

Donors also have the option of making monthly gifts. Instead of making a one-time, larger gift, you have the opportunity to make regular and affordable gifts to The Webb School over time. With recurring gifts, your regular contributions add up, making a lasting impact on The Webb School. To set up recurring gifts, please use the online giving form or contact Alyce Allen, Director of Advancement Services, at 931-389-5724.

Many corporations match their employee’s charitable gifts. Matching gifts allow you to double or even triple your gift to The Webb School. Please contact your human resources department and request a matching gift form to be completed and returned to The Webb School.  For additional information regarding the Matching Gift program or to submit your form, please contact Alyce Allen at aallen@webbschool.com or mail them to:

Alumni & Development Office
Attention: Advancement Services
THE WEBB SCHOOL
319 WEBB RD. E.
BELL BUCKLE, TN 37020