Appreciated Securities

Gift of Securities

Gifts of securities are easy to make and may offer you and your family significant tax advantages. You receive a full, fair-market value tax deduction and you avoid paying capital gain taxes on the appreciated value.

Simply contact your broker to determine which stocks and the number of shares to donate.

Benefits of Making a Stock Transfer Contribution

Reduce Capital Gains Tax
By donating your appreciated securities directly to George School, you can reduce the capital gains tax you would owe if you sold the securities yourself.

Enjoy a Last-Minute Tax Break
At the end of the calendar year when tax breaks and timing are critical, securities can be deducted on the date they are transferred to George School.

Claim the Market Value
By claiming the market value of securities, you can enjoy a charitable tax deduction equal to the average of the highest and lowest quoted sales price.

For assistance or if you have questions, please contact the Advancement Office at 215.579.6570 or by email at advancement@georgeschool.org.

Security Gifts that Require Special Handling
To transfer foreign stocks, physical certificates, or any other gifts that may require special instructions, please contact the Advancement Office at 215.579.6570.

Appreciated Securities

For the transfer of US stock, mutual fund, and bond gifts to George School, provide your broker with the following transfer information:

Electronic Transfers
Charles Schwab & Co., Inc.
DTC Number: 0164, Code 40
Account Number: 8355-1811
Account Name: George School
Account Type: Non-Profit
Tax Identification Number: 33-1044968

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