Gifts of Stock Make a Powerful Impact
How to make a gift of stock:
Stock Transfers via DTC
Prior to initiating your stock transfer gift, please contact the Development Office by phone or email to let us know the name of the stock, number of shares, and whether the gift is unrestricted or designation to a specific fund or project.
Contact information for the Development Office:
Samantha Torres ’08, Development Associate
413-774-2711 Ext. 262 or firstname.lastname@example.org
The School will let our account manager know to expect the stock transfer.
This is the information your broker will need:
DTC #2039 – SEI Private Trust Company
SEI Private Trust Company, One Freedom Valley Drive, Oaks, PA 19456
The Benefits of Gifting Appreciated Stock*
1. The satisfaction of knowing your money is invested in a cause important to you.
2. Capital gains taxes on the stock are avoided.
3. You will be eligible to receive an income tax charitable deduction for the full fair-market-value of the stock at the time of the gift
*Stoneleigh-Burnham does not provide tax advice. All decisions regarding the tax implications of your investments and giving should be made in connection with your independent tax advisor.