Stock and Appreciated Securities

Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to MPFS. We recommend that donors consult their financial advisor before making financial decisions.

BENEFITS OF GIFTS OF STOCKS AND BONDS

• Avoid paying capital gains tax on the sale of appreciated stock
• Receive a charitable income tax deduction
• Further our mission today

HOW TO MAKE A GIFT OF STOCKS AND BONDS
A wire transfer is the easiest way to make a gift of stock. 

1. Inform the Advancement Office of your intent to transfer. Please specify:

• purpose of the gift (which endowment fund would you like it to go towards)
• number of shares
• company name
• stock symbol
• brokerage institution that is sending it

 2. Provide your broker with the following information

• MPFS' TD Ameritrade account number: 757618939 
• DTC number: 0188 

Your broker will give you the appropriate paperwork to complete. Please ask him/her to send notice of the gift specifics and date to:

Media-Providence Friends School
125 West Third Street
Media, PA 19063
Attn: Development Office

If you have an original stock certificate, please call the Advancement Office at 610.565.1960 x106 for transfer instructions.