Ways to give

Our families and alumni support Wheeler in a range of ways, from annual gifts that provide immediate resources to the faculty and students, to endowment gifts that invest in Wheeler’s enduring impact on generations of students, to planned gifts that establish a legacy and provide significant tax benefits.

Information about various giving methods is detailed below. If you have general questions about making your gift, please contact giving@wheelerschool.org or (401) 528-2181.

Give online

To make your credit card gift on our secure browser, please visit our Make a Gift page.

Give by check

Checks are a wonderful way to make a gift as there are no fees associated with the processing of your gift. Please make your check out to “The Wheeler School” and deliver or mail to:

The Wheeler School
Attn: Gift Processing
216 Hope Street
Providence, RI 02906

Make a pledge

To make a pledge (or share an intention to recommend a gift through a third-party) to the Wheeler Fund that you will fulfill later this fiscal year, please complete this online form. If you would like to make a multi-year pledge or a commitment to a priority other than the Wheeler Fund, please contact Rachel Spaulding, Head of Advancement, at 401-528-2150.

Monthly giving

Monthly giving is an easy way to make an ongoing commitment, allowing you to plan your annual gift and provide steady support to Wheeler. You may choose to make automatic withdrawals from your bank account or charge your credit card. To give monthly, please visit our Monthly Giving page.

Faculty and staff of the Wheeler School may contribute to the Wheeler Fund through a monthly payroll deduction of any size by completing the payroll deduction form.

To manage or terminate your recurring contribution, please contact us at giving@wheelerschool.org.

Matching gifts

If you or your spouse work for a company that matches gifts, you may be able to double your impact for Wheeler students. You will be recognized for the total amount contributed by you and your employer. The match also counts toward your eligibility for membership in our Founder’s Society leadership group.

Click here to learn if your company matches gifts. Consult with your human resources department for further information.

Gifts from Donor Advised Funds

You can recommend a grant or recurring grants from your Donor Advised Fund now to make an immediate impact or use your fund as a tool for future charitable gifts.

Giving through an IRA

If you are 70 ½ or older, you can give any amount per year (up to a maximum of $100,000) directly from your IRA to a charity such as Wheeler without having to pay income taxes on the gift. This popular, tax-free option is commonly called the IRA charitable rollover, a qualified charitable distribution, or QCD for short.

Gifts of stock / appreciated securities

Securities and mutual funds that have increased in value and have been held for more than one year are popular assets to use when making a gift. This option offers you the chance to support our students while realizing important financial benefits for yourself. You may be able to reduce or even eliminate federal capital gains taxes on the transfer of the asset(s). Please consult your advisor and calculate the benefits of your gift here.

To make a gift of stock, please refer to the instructions here:

Transfer securities directly to The Wheeler School through broker:

Karen Emma
Universal Wealth Management
945 Reservoir Avenue
Cranston, RI 02910Toll Free Phone: (877) 782-2855 or Direct Phone: (401) 331-7600
Email: Karen@universalwm.com
Wheeler Account #: 037-660313
Wheeler Federal Tax ID #: 05-0259101
DTC#: 0443
Clearing Broker Name: Pershing LLC FBO The Wheeler School
One Pershing Plaza
Jersey City, NJ 07399

Please notify the Wheeler contact below, as well as Universal Wealth Management, with the stock NAME and NUMBER of share(s) being gifted:
Ky Wier, Director of Advancement Operations
Phone:(401) 528-2181
Email: giving@wheelerschool.org

Important information for gifts of stock

All securities must be transferred into Wheeler’s name prior to being sold; otherwise, the donor will be responsible for paying capital gains tax on the appreciated asset(s). You or your Advisor must notify Wheeler and Universal Wealth Management when you are making a transfer. Due to security regulations, there are no individual names associated with an account on a stock gift, therefore it is essential that you notify us so we may properly thank and credit you for your generous donation.

Wire transfers

To obtain the information required by your financial institution to initiate a wire transfer, including account and routing number, please submit a request by email at giving@wheelerschool.org or call Ky Wier, Director of Advancement Operations, at 401-528-2181.

Planned giving

The Wheeler School welcomes the opportunity to work with donors to achieve their philanthropic goals through a range of gift planning vehicles, including trusts, annuities, estate gifts, and gifts of real property. Please consult our gift planning resources and contact Michele Sczerbinski Diaz ‘86, Senior Director of Philanthropy and Engagement, at 401-528-2132 or michelediaz@wheelerschool.org to discuss the structure of your support.

Donors who make planned gifts to Wheeler are recognized as members of the Mary C. Wheeler Society.