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Transferring Securities to Deerfield |
Alumni, parents, and friends are encouraged to give appreciated stock to Deerfield in making campaign gifts and pledge payments, to fund a capital or endowment gift, and to make contributions through the Annual Support Program.
There are two possible tax benefits in using stock to support the Academy:
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| 1) donors of stock are usually allowed a deduction equal to the fair market value of the stock on the date of transfer; |
| 2) donors of stock that has appreciated in value avoid the capital gains tax liability in transferring the stock. |
| Click here for detailed instructions on stock transfer procedures, or contact Jeff Swetland in the Academy's Finance Office (jswetland@deerfield.edu or phone 413-774-1597). |
| Information provided on this website is not intended to be tax or legal advice. Please be sure to consult a qualified financial advisor before making a gift. |
