Ways to Give

List of 8 items.

  • Gifts of Appreciated Publicly Traded Securities

    Gifts of stocks or bonds, which are or will be readily marketable, may have important added tax-benefits for the donor. The deduction for outright gifts of appreciated long-term securities (held more than 12 months) is equal to the fair market value of the securities on the date the donor relinquishes control of the assets to the school, and none of the appreciation is taxable for capital gains purposes. The school maintains an account for the transfer of securities at Bank of America. To learn more about making a gift of securities, call Robin Flemming, Director of the Annual Fund, at 610-332-5281.
  • Gifts of Cash/Credit Cards

    Personal checks, cash or credit/debit card transactions (American Express, MasterCard or Visa) are the most popular ways to make a gift to Moravian Academy and allow the donor an income tax deduction in the year the gift is made. Checks, made payable to Moravian Academy, can be mailed to 7 East Market Street, Bethlehem, PA 18018, c/o Bob Zaiser, Director of Institutional Advancement.
  • Gifts of Closely Held Stock

    As with publicly traded securities, a gift of stock of a private corporation may allow the donor to avoid capital gains on appreciation of the stock, while attaining a tax deduction based on the stock’s fair market value. The donor may obtain an immediate tax deduction up to 30% of the adjusted gross income. If the gift exceeds 30%, the remainder of the deduction generally can be carried over for up to five years. To learn more, call Bob Zaiser, Director of Institutional Advancement, at 610-868-4744 ext. 291.
  • Gifts of Real Estate/Tangible Property

    Property may be donated outright. An immediate tax deduction is available and capital gains taxes may be avoided. As per the school’s Gift Acceptance Policies, such gifts may only be accepted upon approval of the Academy’s Finance Committee.
  • Endowment Funds

    Endowed funds may be established with a minimum gift of $25,000, given at once or over a period of time. The following are funds which have reached this dollar level or which have been added to during the past year.

    Margaret F. Ache ’16 Fund
    The Marilyn Albarelli Fund
    Marjorie Allison 1905 Fund
    Auction Volunteer Fund
    Mada Grube Bartsch 1912P Memorial Fund
    Helena Krause Beachum 1917 Fund
    Audrey and Bernard Berman Fund
    The William Bingham Foundation Scholarship Fund
    Walter and Marjorie Buckley Funds
    Frederic Butet ’84 Memorial Scholarship Fund
    Joe-Patricia Stiles Carlock 1920S Endowment Fund
    Erma Sloane Chambers Scholarship Fund
    Class of 1918P Scholarship Fund
    G. Aubrey 1914P and Gradys Draper Clewell Fund
    The Martin D. Cohen Family Fund
    Carolyn J. and George P. Conard Fund
    Ewalde and Arnold Cook Fund
    Linda Cohen Cooper ’60P & Nancy Cohen Engels ’65P Fund
    The Raymond Cruder Endowed Fund for Music
    Susan and Wesley Davis Fund
    Albert De Neufville Fund
    Miriam and David J. Devey Fund
    Faculty Endowment Fund
    Lesley Holland Fallon Scholarship Fund
    The Genevieve J. Ferretti Scholars Fund
    Madeline Fetterman ’58S Fund
    Edward E. Ford Foundation Funds
    The Natalie Fry Hunt Financial Assistance Endowment Fund
    J. Walter Gapp Scholarship Fund
    The Deborah Gordon Scholarship Fund
    Bonnie Gross Memorial Fund
    Dr. & Mrs. J. Maximillian Hark Fund
    Headmaster’s Contingency Fund
    Rebecca Humbert ’59S & Robert Heck Fund
    Helena and Emma Hoch Trust
    JAMMS Chair of Math and Science
    The Karen and Jack Jacob Fund for Faculty and Staff Salaries
    Cassard & Marjorie Couch Kaesemeyer ’34P Fund
    Clara Crist Knapp 1872S Memorial Fund
    John N. Kolb II Philanthropy Fund
    Ella Jane Kunkle Innovation Fund
    The Virginia Laube ’60P Fund
    Helen and Charles J. Layfield Fund
    Lehigh Valley Business Scholarship Fund
    Lehigh Valley Summerbridge Endowment
    Cyphers Music Award
    Cynthia A. Long Chapel Fund
    The Ruth D. Loquasto Fund for the Performing Arts
    The Anna Borhek Manning ’36P Fund
    The Margolis Family Trust
    Monica and Norman Maron Fund
    L. White and Jane Matthews Fund
    Robert and Ann McCann Fund
    Don and Lucille McNellis Fund
    Myrtle M. Meilicke Endowment Fund
    Mary Snyder Melhado 1915S Scholarship Fund
    Katherine and Van S. Merle-Smith Fund
    Merle-Smith Family Fund
    Elizabeth K. Miller Fund
    Paul VanReed Miller, Jr. Memorial Fund
    Ermyl Christian Mueller 1914S Scholarship Fund
    The Newman Fund
    Carol Burkhart Normington ’61P & Dr. Ernest Normington, II ’60P Fund
    Pidcock Scholars Fund
    Martha Richards Oberrender Fund
    The Frank E. and Seba B. Payne Foundation Fund
    Michael J. Popovice and Rosina Perin Popovice Fund
    The Professor Higgins Financial Assistance Fund
    Joanna Kelly Pruden 1846S Scholarship Fund
    The Jean and Myron Rand Fund
    Eugene A. Rau Legacy
    Barbara and Patrick Respet Fund
    The Barnaby J. Roberts Fund
    Rose Garden Memorial Fund
    Joanne L. Schlier ’45S Fund
    Anna McEntire Schmidt 1899S Memorial Fund
    Ralph K. Shields ’28P Memorial Scholarship Fund
    The Peter and Margaret Sipple Faculty Development Fund
    Joel and Ruth Spira Physics Fund
    The Casey D. Stengel Memorial Scholarship Fund
    Janet M. Strahler Memorial Fund
    The Milton and Marguerite Tarlau Scholarship Fund
    Judith Fretz ’54P & Frederic W. Thomas Fund
    Dorothy Tyler Fund
    Francis E. Walter Hall Memorial Fund
    Arthur T. Ward Fund
    The Cameron D. Warner Lacrosse Fund
    The Sallie Walter Williams ‘47P Faculty Salary Endowment
    Shirley J. Wotring Fund
    Edmund A. and Jeanne S. Zouck Fund
    Nick Zumas Fund
  • Matching Gifts

    There are many companies that match their employees’ gifts to independent schools. For example, if a donor gives $1,000 to Moravian Academy, a matching gift company will also give $5,000 to the school and thus the donor is credited with a $2,000 gift. Some companies will even match gifts on a 2:1 or 3:1 ratio. Donors simply need to contact their human resources offices for the appropriate forms and forward them with their gifts to the Development Office for completion. Check with your company to see if it offers a matching gift program or call Bob Zaiser, Director of Institutional Advancement, at 610-868-4744 ext. 291 to inquire.
  • Planned Gifts (Naomi Haupert de Neufville Society)

    Other forms of giving, such as deferred gifts, are acceptable and may offer qualified donors an attractive alternative, enabling them to significantly increase the level of their gifts. A transfer of assets to a gift or trust entity that can pay income to a named beneficiary or possibly shift assets to children or grandchildren may allow a donor to make a substantial gift to the Academy while meeting personal financial objectives. The donor may gain immediate tax advantages or may reduce gift or estate taxes through one of these gift arrangements.

    Naomi Haupert de Neufville Society
    The Planned Giving Committee of Moravian Academy established the Naomi Haupert de Neufville Society to recognize those alumni and friends who have provided for a gift to the school in their estate plans through a life income arrangement or by donating an insurance policy. The Society exemplifies the importance of bequest provisions and other planned gifts for Moravian Academy as well as expresses our appreciation to those individuals who make a planned gift in support of our mission.

    The society is named in honor of Naomi Haupert de Neufville Boyer who began her career teaching English, French, and history at Moravian Seminary for Girls in 1936. Miss Haupert became principal of the Seminary in 1940, continuing until 1950. In 1950, she married Dr. Albert de Neufville, a widower who had enrolled his daughter, Mely, in the Seminary two years earlier. Their daughter, Louise, was born in 1951. In 1958, Mrs. de Neufville resumed her career teaching French at Moravian Preparatory School where she taught until 1968. She was a member of the Board of Trustees of Moravian Academy and was named an honorary alumna of the Seminary in 1965. Mely graduated from Moravian Seminary for Girls in 1956 and Louise graduated from Moravian Preparatory in 1969. The de Neufvilles were the first to establish a life income fund with Moravian Academy. 
  • Tax Credit Programs for Businesses

    A gift to Moravian Academy can provide your company with a substantial Tax Credit through the Educational Improvement Tax Credit Program (EITC) or the Opportunity Scholarship Tax Credit Program (OSTC). By making a contribution to Moravian Academy’s scholarship fund, your company can save in Pennsylvania tax as much as 90% of the value of the gift. If you haven’t already done so, please take a few moments to review this opportunity with your company’s tax advisor. By supporting Moravian Academy through the EITC your company helps make the Academy’s educational experience available to the qualified students regardless of their financial circumstances. Join the many companies that have already made Moravian Academy a priority.

    To learn if your business may be eligible to participate in the Educational Improvement Tax Credit Program (EITC) or the Opportunity Scholarship Tax Credit Program (OSTC), please contact Bob Zaiser, Director of Institutional Advancement, 610-868-4744 ext. 291 or bzaiser@moravianacademy.org.

Giving Levels

Founder's Club* $10,000 and above

Chairman's Club* $5,000 and above

Headmaster's Club* $2,500 to $4,999

Century Club* $1,742 to $2,499

Moravian Star Club* $1,000 to $1,741

Academy Club $500 to $999

Anniversary Club $275 to $499 

Donors $1 to $274

*All members of these clubs are part of the Merle-Smith Society.

Merle-Smith Society

With your gift of $1,000, we invite you to become members of the Academy's most prestigious recognition group—the Merle-Smith Society. Named for the Academy's generous benefactors, the late Kitty and Van Merle-Smith, the Merle-Smith Society is the premiere Annual Fund recognition society at Moravian Academy. Members of the Society are brought together for an annual reception with the Academy's leadership and fellow Society members.

Merle Smith Campus

Downtown Campus