Gifts of Appreciated Securities

Gifts of Appreciated Securities Diagram. Description of image is listed below.

How It Works

  1. You can send unendorsed stock certificates by registered mail or instruct your broker to make the transfer from your account to our account
  2. You receive an income-tax deduction
  3. EMS may keep or sell the securities

Benefits

  • You may receive a federal income-tax deduction for the full fair-market value of the securities
  • You avoid long-term capital-gain tax on any appreciation in the value of the stock
  • Your gift will support EMS as you designate

Special note: You should call or e-mail us to tell us of your intent, and we will be able to assist you with the details of the transfer.

Contact Us

Hanita Walia
Chief Stategy and Advancement Officer
201-568-5566, ext. 7132
hwalia@elisabethmorrow.org

Trish Felix
Development and Stewardship Manager
201-568-5566, ext. 7210
tfelix@elisabethmorrow.org

 

The Elisabeth Morrow School
435 Lydecker Street
Englewood, NJ 07631
Federal Tax ID #22-1487171

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