Appreciated Securities
Gifts
of long-term, appreciated securities (stocks, bonds, and mutual fund shares)
provide significant tax benefits to the donor. In addition to exemption from
federal capital gains tax, securities owned for more than one year provide the
donor with a charitable income tax deduction for federal income tax purposes
equal to the securities’ market value (on the date of their receipt by the
School) for up to 30 percent of the donor’s adjusted gross income.
Instructions for Transfer of Stock
Wire
transfer your stock to The Haverford School’s account
with Vanguard using the following information:
DTC #: 0062
Account #: 30074036
Account Name: The Haverford School
Brokerage Account
Contact:
Barbara Morris
Vanguard Flagship Service
1-800-952-3339
Important for proper crediting in our
office:
Kindly notify Disty Lengel in writing with the name of the security, number
of shares, date of the gift, and that it should be directed to The Haverford Fund:
The
Haverford School
Attn: Disty Lengel
450
Lancaster Avenue
Haverford,
PA 19041
610-649-2052
(fax)
Questions?
Please contact Disty Lengel by phone at 484-417-2728 or by email at dlengel@haverford.org.
All gifts are tax
deductible as allowable by law.
Questions? Please contact:
Charlie Brown
Director of Development
484-417-2783
cbrown@haverford.org