How To Give
When you make a gift to McLean School, you are contributing to a child’s transformative educational experience. There are many ways to give and invite you to explore them below.
McLean’s Federal Tax ID number (EIN) is 52-1117092
Ways to Give
Credit Card
Make your gift online now by credit card.
Wire Transfers
Contact the Development Team for more information.
Check
Payable to McLean School & mail to:
Development Office
McLean School
8224 Lochinver Lane
Potomac, Maryland 20854
Donor-Advised Funds
Donor-Advised Funds (DAFs) are a flexible way for donors to support charitable causes. You can make a gift to McLean School through a DAF grant. When submitting your recommendation through your charitable giving account, please search for McLean School using our tax ID number: 52-1117092.
Recurring Gift
Make a monthly gift by creating a recurring gift with your credit card. It’s quick and hassle-free. Simply check “Recurring” on our online Giving Form to make a big impact annually. Make a recurring gift now by credit card.
Beneficiary Designation
Name McLean School as a primary, contingent, or co-beneficiary of your IRA or other retirement plan. This reduces your taxable estate, avoids income tax, and ensures McLean receives the full value of the untaxed gift. Request a Beneficiary Designation Form from your plan custodian or bank branch to create a beneficiary designation.
Stock and security
To make a stock transfer, simply provide your broker with the DTC Delivery Instructions below and notify the Development Team.
F/B/O NFS
DTC# 0226
Institutional ID# 94181
Agent Bank # 94181
McLean School
Account 005-012726
Kenny Soyannwo
Financial Advisor
PNC Investments, LLC
Member of PNC Financial Services Group
Hub Office Address
950 Herndon Parkway
(C1-C542-01-01)
Herndon, VA 20170
(p) 703.251.0202
(f) 833.430.4138
(celltrust) 571.520.2626
kenny.soyannwo@pnc.com
Corporate Matching
Many companies match the charitable gifts made by their employees. Check our database to see if your employer matches donations. If your company has a Matching Gift Program, please contact your Human Resources Department to initiate the process. If your company is eligible, request a Matching Gift Form from your employer and send it completed and signed with your gift.
When submitting a matching gift through your company’s electronic portal, or if your company uses a paper form, you may need the following information:
McLean School’s EIN 52-1117092
Retirement Plans and IRAs
A retirement plan, such as an IRA, can be a tax-efficient source for charitable giving. Below are two ways to make a gift from your IRA—either during your lifetime or through your estate. Qualified Charitable Distribution (QCD) If you are age 70½ or older, you can make an IRA charitable rollover gift of up to $100,000 each year directly to McLean—tax free. This gift satisfies your required minimum distribution (RMD) and reduces your taxable income. To make a QCD, contact your IRA custodian and request a direct distribution to McLean School. Married taxpayers who meet QCD requirements and file jointly can each donate up to $100,000 from their individual IRAs, for a combined total of $200,000 annually.
Buy a Brick – Leave Your Mark
Every Brick tells a story—and we invite you to be part of ours! Personalize your very own Brick with a message to celebrate someone special. Your Brick will become a permanent part of McLean School.
Celebrate your child, grandchild, or graduate. Honor a teacher, commemorate an unforgettable cast, team, or alum.
Planned Giving: Bequests and Trusts
Planned Giving allows donors to support the School through their financial or estate plans while preserving their income and assets. Options such as charitable remainder trusts, charitable gift annuities, bequests, and contributions from retirement plans make a lasting impact on our community.
Endowment Giving
An Endowed Fund is a gift that lasts forever. Unlike annual fund gifts, which meet immediate needs, endowments secure the future, ensuring that generations of students to come will benefit from the same high-quality education and opportunities.
Contributions to endowed funds are invested, and only a portion of the earnings is used each year while the principal remains intact. McLean’s Board and Finance Committee set prudent investment objectives to achieve the best possible returns.
Endowment Funds enable program innovation, support the work of our gifted teachers, and expand financial assistance, while enabling long-term sustainability of the School.
If you are interested in establishing or contributing to an endowed fund at McLean, please contact the Development Team.
Current Endowment Funds
Athletics, Coaching, and Mentoring Fund
Created in January 2021 with a generous gift of $1.5 million. Supports the expansion of the Junior Varsity and Middle School Basketball Programs for boys and girls. It also provides professional development to coaches, and strengthens the Strength and Conditioning Program to provide students not participating in athletics with an opportunity for mentoring relationships.
Chai Lys Fund for World Languages and Global Belonging Fund
Created in September 2023 with a contribution of $1 million. Supports McLean School’s work through increased teacher opportunities and professional development in the area of world languages and international cultural exchange, curricular and programmatic development, and expanded access to student travel for global learning and belonging.
Mary Kate Cullen Memorial Fund
McLean School Trustee and Alum Parent, Beth Ising, established the Fund in 2022, which funds a $1,000 annual scholarship for two Upper School students with dyslexia. The Fund also offers support for Mindfulness and Restorative Practice.
Nancy Milstein Fund for Faculty Enrichment
Established in 1996 by the McLean School Parents Association in recognition of and appreciation for Nancy Milstein’s commitment to McLean. The Fund supports innovative projects that support the School’s mission.
The Peter Lyford and Friends Fund for Faculty Enrichment
The Peter Lyford and Friends Fund was established to support faculty professional development in honor of Peter Lyford, a 2008 graduate of McLean.
Non-endowment Funds
The Michael Saxenian Transformative Education Fund was launched in June of 2023 with a gift of $200,000. The Fund supports our talented faculty and continued innovation in educational approaches. It also supports curriculum research and development to enhance program content, and Service Learning to empower our students to meet the global climate change and social justice challenges facing this generation. This Fund ensures that we continue to create open doors for students to engage meaningfully in these topics of central importance to their futures and provides the tools for social-emotional learning and wellness.
Discover the McLean Experience
It’s critically important for a child to be in a school that respects them for who they are, and supports their academic strengths and challenges. This has always been true for McLean.