Stock/Appreciated Securities
Have an investment portfolio? Donate a gift of stock.
A tax-smart way to support Sanford is through a gift of appreciated securites that you have held for more than one year. This allows you to bypass capital gains tax on the growth and receive an income tax deduction for the stock's fair market value (FMV).
In order to determine the fair market value (FMV), we will use the mean sale price (per IRS guidelines) on the day it comes into our possesion.
Contact Jody Cross in the Development Office for Sanford's Charles Schwab account info and to alert us of the transfer.
Sanford School
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