Gifts of appreciated securities can enable a donor to deduct the full value of a gift, without incurring capital gains. If you are considering making a gift of appreciated securities, please note that in order to preserve your tax advantage, you should transfer the shares directly to Trevor, rather than selling them yourself. Prior to making any gift of securities, we recommend that you consult your tax advisor.
To ensure that your gift is properly credited, please contact the Development Office at email@example.com
, to provide the name and number of shares you plan to transfer and when it will take place. Please also specify the purpose of your gift (i.e., the Trevor Fund, Senior Gift, or other).
To transfer securities, please follow the guidelines below.
Provide your broker the following information:
- DTC #8862 Account # 85007D75 (Trevor Day School)
- Merrill Lynch
- Winter Stein Potvin Group
- Attn: Hope Klein
- T: 212.382.8692
- F: 646.736.5388
Trevor’s policy is to sell securities upon receipt. Your gift credit will be equal to the mean value of the security on the day the gift is deposited into Trevor’s account. You will receive a formal letter of acknowledgement for tax purposes from the Development Office. Download Stock Transmittal Form