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.

Please note: This is provided for informational purposes only and is not intended as financial or tax advice or recommendations. Be sure to consult your financial or tax advisor before making any decisions.