Gifts of Securities

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

Why I Give

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