把增值股票作为礼物送给esball世博是一种非常省税的捐赠方式. 当你捐赠增值股票时,你可以避免资本利得税. In addition, if you’ve owned the stock for more than one year, 如果你逐项列出扣除额,你也许可以根据股票的全部公平市场价值进行慈善扣除额.
We’ve invested in
this secure online tool 它会给你一步一步的指导,告诉你如何捐款,这样你就可以最大限度地为esball世博大学的强大学术贡献自己的力量, spiritual, athletic, and service traditions. 所有关于esball世博的信息(包括非营利性EIN和经纪信息)将被提供-使过程变得容易, fast, and intuitive!
或者请提醒您的经纪人按照以下指示将股票交付给Fenwick:Fenwick High School Tax ID# 36-1066828
向esball世博捐款的证券可以通过DTC直接以电子方式转移到BMO金融集团.
1. Electronic (DTC) Transfers
你的经纪人应该把股票转到学校在BMO金融集团的账户上. Wire instructions for your broker follow:
BMO Financial Group, Milwaukee DTC #0992
Fenwick High School 61-1908-01-3
Donor: (last name)
Attn: Securities Movement
2. Electronic (DTC) Transfers of Mutual Funds
你的经纪人应该把共同基金转到学校在BMO金融集团的账户上. Wire instructions for your broker follow:
Reliance Trust, Milwaukee DTC #5409
FFC Client name; account number; donor information
代理:FIS财富外包解决方案-共同基金部
Email:
WOS_MKE_Mutual.Fund.Transfers@fisglobal.com
Please have your broker contact Katie Vanaria,
kvanaria@transactionsnow.com, 708-948-0306,在esball世博通知他们你的礼物. Provide the following information:
Donor name and address
Name of security being transferred
Number of shares
Date of transfer