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.

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.