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
You may also contact TD Ameritrade Client Services Department at 800.669.3900, 24 hours a day, 7 days a week for detailed instructions prior to transferring or delivering securities to ensure proper handling. The Advancement Office will gladly arrange a conference call or you may reach TD Ameritrade directly via telephone at 800.669.3900, 24 hours a day, or email clientservices@tdameritrade.com.

Appreciated Securities

Provide your broker with the following transfer information:

Electronic Transfers
TD Ameritrade, Inc.
DTC #0188
Account Number: 491316001
Account Name: George School
Account Type: Non-Profit

By Regular Mail
TD Ameritrade, Inc.
PO Box 2229
Omaha, NE 68103-2209

Overnight Mail
TD Ameritrade, Inc.
Attn: Cage/Stock Certificates
200 South 108th Avenue
Omaha, NE 68154-2631