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 Charles Schwab using the following information:
DTC #: 0164 Account #: 2206-3465 Account Name: The Haverford School Contact: Transfer Team (877) 263-2381
Important for proper crediting in our office:
Kindly notify Tara Zoltek in writing with the name of the security, number of shares, date of the gift, and its purpose (The Haverford Fund, Capital, etc.)
The Haverford School
450 Lancaster Avenue
Haverford, PA 19041
610-896-0756 (fax) email@example.com
Employee matching gift programs are corporate giving programs in which the company matches donations made by employees to eligible nonprofit organizations. It's an easy way to double your contribution to us!
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