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 (Annual Fund, JEDI Program, Financial Aid, Planned Giving, Endowment)
  • number of shares
  • company name
  • stock symbol
  • brokerage institution that is sending it
  1.  Provide your broker with the following information:

  • MPFS' Schwab account number: 59385380075964481
  • DTC clearing number: 0164, Code 40

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

or email cmcgoff@mpfs.org and cc swilliams@mpfs.org

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